Wednesday links: holding grudges
Mag 7The Mag 7 era for markets is over. (chartkidmatt.com)CDS spreads for the Mag 7 companies are on the rise. (apollo.com)StrategyTony Isola, "Never confuse an unavailable price for a lack of volatility." (tonyisola.com)Do retail investors really need perpetual futures? (economist.com)Diversification has worked in 2026. (morningstar.com)ETFsETFs now cover (nearly) every potential asset. (etf.com)Corgi is running the blitzscaling playbook in ETFs. (etf.com)Prediction marketsDo we really want people betting on the outcome of clinical trials? (nytimes.com)Polymarket is backing a new media company, Eventual. (axios.com)When you hire influencers, sometimes they post controversial stuff. (sportico.com)CompaniesWhy employee ownership matters. (mastersinvest.com)Cisco ($CSCO) and Sysco ($SYY) get confused...a lot. (bloomberg.com)Meet the Congressmen buying SpaceX ($SPCX) shares. (cnbc.com)BloombergBloomberg is planning for post-Michael Bloomberg era. (semafor.com)Bloomberg is buying alts-fo
Mag 7
- The Mag 7 era for markets is over. (chartkidmatt.com)
- CDS spreads for the Mag 7 companies are on the rise. (apollo.com)
Strategy
- Tony Isola, "Never confuse an unavailable price for a lack of volatility." (tonyisola.com)
- Do retail investors really need perpetual futures? (economist.com)
- Diversification has worked in 2026. (morningstar.com)
ETFs
- ETFs now cover (nearly) every potential asset. (etf.com)
- Corgi is running the blitzscaling playbook in ETFs. (etf.com)
Prediction markets
- Do we really want people betting on the outcome of clinical trials? (nytimes.com)
- Polymarket is backing a new media company, Eventual. (axios.com)
- When you hire influencers, sometimes they post controversial stuff. (sportico.com)
Companies
- Why employee ownership matters. (mastersinvest.com)
- Cisco ($CSCO) and Sysco ($SYY) get confused...a lot. (bloomberg.com)
- Meet the Congressmen buying SpaceX ($SPCX) shares. (cnbc.com)
Bloomberg
- Bloomberg is planning for post-Michael Bloomberg era. (semafor.com)
- Bloomberg is buying alts-focused data company Canoe Intelligence. (citywire.com)
Stay in touch
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
AI
- Anthropic is rapidly rising the sales ranks. (axios.com)
- AI dector, Pangram, just raised a new round of capital. (nytimes.com)
- We're not really ready for an acceleration in automated AI research. (thezvi.substack.com)
- If we are going to regulate AI, who should do the regulating? (theatlantic.com)
FOMC
- What an LLM says about the July FOMC meeting. (ft.com)
- What's the difference between 2% and 3% inflation? (klementoninvesting.substack.com)
- How to read the FOMC statement. (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Personal finance links: how life unfolds. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: unbundling asset management. (abnormalreturns.com)
Mixed media
- Just because AI makes launching a business easier, doesn't mean it has a better chance of success. (bloomberg.com)
- ChatGPT will stop letting you copy a writer's style. (arstechnica.com)
- There is a good chance that self-published book was written (in part) by AI. (nytimes.com)
- AI consumes the Internet differently than humans. (futurism.com)
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