Strategy
- Whipsaws are inherent in trend following. (rcmalternatives.com)
- How our memories affect how we invest. (klementoninvesting.substack.com)
- Information overload is real. (youngmoney.co)
Prediction markets
- What can prediction markets serve up next? (wsj.com)
- How to use prediction markets. (aswathdamodaran.blogspot.com)
ETFs
- Investors are losing interest in thematic ETFs as sexier, i.e. leveraged, fund types dominate. (ft.com)
- Blackrock’s Bitcoin ETF now has more assets than its gold ETF. (theblock.co)
AI
- On the Anthropic-Amazon ($AMZN) relationship. (spyglass.org)
- iPhone Notes are now a lot more powerful. (wired.com)
- Why AI models should debate each other. (quantamagazine.org)
- OpenAI just paid bigly for the chat.com URL. (theverge.com)
College sports
- How Fordham became a college water polo powerhouse. (wsj.com)
- The NCAA has lifted a ban on Canadian Hockey League players. (frontofficesports.com)
- Fans really want to see Cooper Flagg (and Duke) play this season. (huddleup.substack.com)
- Why college athletes are still likely to be considered employees. (sportico.com)
Economy
- The gap between consumer sentiment and reality wasn’t real. (theirrelevantinvestor.com)
- Americans hate inflation more than unemployment. (noahpinion.blog)
- The many ways the U.S. economy worked against workers (and spenders). (ft.com)
- How the Fed worked against Harris. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: online slop. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: the right institutions. (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)
