Markets
- This proposed ETF filing top ticked the market. (allstarcharts.com)
- Has the tech momentum trade fully unwound yet? (ft.com)
Strategy
- Forecasting interest rates is just as hard as forecasting the stock market. (awealthofcommonsense.com)
- The stock market has always found a group of stocks that fit a ‘new paradigm.’ (alphaarchitect.com)
Bitcoin
- A “strategic bitcoin reserve” is an absurd idea. (theovershoot.co)
- A strategic ‘Bitcoin reserve’ doesn’t solve any real problem. (sherwood.news)
- There’s no guarantee the government buying Bitcoin would permanently raise its price. (wsj.com)
AI
- AI bubble? The case for and against. (sherwood.news)
- Microsoft ($MSFT) is spread its AI bets around. (ft.com)
- Add Lumen Technologies ($LUMN) to the AI frenzy. (marketwatch.com)
- Joe Weisenthal and Tracy Alloway talks with Goldman Sachs Chief Information Officer, Marco Argenti about how the bank uses AI. (podcasts.apple.com)
- OpenAI has seen an exodus of talent. (spyglass.org)
Companies
- Nasdaq ($NDAQ) want to purge itself of sub-$1 stocks. (wsj.com)
- Callaway ($MODG) is not happy with TopGolf performance. (frontofficesports.com)
- Etsy ($ETSY) is at odd with artisans on the platform. (semafor.com)
- Delivery is replacing the corporate cafeteria. (axios.com)
Earlier on Abnormal Returns
- Podcast links: busting investment myths. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: significant severance costs. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
