Wednesday links: something to gain
MarketsEnergy and materials are the leading sectors YTD. (capitalspectator.com)More evidence that markets move faster than ever. (awealthofcommonsense.com)ForecastingPrediction markets seem to do a good job forecasting economic outcomes. (nytimes.com)AI researchers are now focusing on making predictions. (theatlantic.com)FinanceDoes AI pose a risk to the Bloomberg Terminal? (rupakghose.substack.com)Strive's ($ASST) Bitcoin holdings are underwater. (riabiz.com)Nearly 20% of FTSE companies are run by executives based outside the UK. (ft.com)Private marketsHow does 'NAV squeezing' work? (thealtview.substack.com)Continuation vehicles have changed how private equity does business. (caia.org)Nasdaq has launched Nasdaq Private Capital Indexes to benchmark the performance of private market funds. (wealthmanagement.com)ETFsThe line between active and passive ETFs is blurring. (morningstar.com)If you are going to go active, ETFs are the way. (morningstar.com)ImmigrationAmerican workers are not
Markets
- Energy and materials are the leading sectors YTD. (capitalspectator.com)
- More evidence that markets move faster than ever. (awealthofcommonsense.com)
Forecasting
- Prediction markets seem to do a good job forecasting economic outcomes. (nytimes.com)
- AI researchers are now focusing on making predictions. (theatlantic.com)
Finance
- Does AI pose a risk to the Bloomberg Terminal? (rupakghose.substack.com)
- Strive's ($ASST) Bitcoin holdings are underwater. (riabiz.com)
- Nearly 20% of FTSE companies are run by executives based outside the UK. (ft.com)
Private markets
- How does 'NAV squeezing' work? (thealtview.substack.com)
- Continuation vehicles have changed how private equity does business. (caia.org)
- Nasdaq has launched Nasdaq Private Capital Indexes to benchmark the performance of private market funds. (wealthmanagement.com)
ETFs
- The line between active and passive ETFs is blurring. (morningstar.com)
- If you are going to go active, ETFs are the way. (morningstar.com)
Immigration
- American workers are not replacing displaced immigrant workers. (nytimes.com)
- Fewer immigrants means fewer health care workers. (marginalrevolution.com)
Jobs
- The January NFP report was surprisingly good. (bonddad.blogspot.com)
- Still no sign of a pick up in manufacturing employment. (econbrowser.com)
- Revisions show jobs growth in 2025 was worse than previously thought. (stayathomemacro.substack.com)
Economy
- Recent economic data is coming in better than expected. (apolloacademy.com)
- Two signs of household financial stress. (econbrowser.com)
- Capital keeps winning in its battle with labor. (axios.com)
Earlier on Abnormal Returns
- Personal finance links: money movements. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: Bitcoin myths. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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