Markets
- The equity risk premium has fallen. (mrzepczynski.blogspot.com)
- The S&P SmallCap 600 index is 30 years old. (spglobal.com)
Finance
- Elon Musk’s xAI and SpaceX are getting a valuation boost. (ft.com)
- Is private credit in a bubble? (alphaarchitect.com)
- How the activist short selling ecosystem works. (on.ft.com)
Fund management
- 2024 could see $1 trillion in U.S. ETF inflows, a record. (msn.com)
- U.S. money market mutual funds now have more than $7 trillion in assets. (bloomberg.com)
Prediction markets
- How big can prediction markets get? (marketwatch.com)
- Prediction markets can be about more than just elections. (vitalik.eth.limo)
- How Google has experimented with prediction markets. (asteriskmag.com)
Food
- Berkshire Hathaway ($BRK.A) now owns a big chunk of Domino’s Pizza ($DPZ). (barrons.com)
- GrubHub is being flipped to Marc Lore’s Wonder Group. (axios.com)
- Being a ‘third place,’ like a coffee shop, isn’t all its cracked up to be. (sherwood.news)
- The best new restaurants in America in 2024. (eater.com)
Streaming
- Streaming services want you to sign up for the ad-supported tier. (sherwood.news)
- Niche subscription streaming services, like BritBox, are not going away. (nytimes.com)
- You’ll soon be able to watch PBS on Amazon ($AMZN) Prime for no additional cost. (thedesk.net)
- No one has fixed the streaming discoverability problem, yet. (spyglass.org)
Economy
- Industrial production fell in October 2024. (bonddad.blogspot.com)
- The U.S. isn’t going broke. (awealthofcommonsense.com)
Earlier on Abnormal Returns
- Podcast links: resilient portfolios. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: slow demand growth. (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)
