Markets
- Managed futures have bounced back after a rough Q1. (rcmalternatives.com)
- Using asset class return forecasts is a bad way to invest. (klementoninvesting.substack.com)
- Are commodities a broken asset class? (monevator.com)
Crypto
- With Binance, the SEC is only accelerating its crackdown on crypto. (slate.com)
- The SEC is focused on Coinbase’s ($COIN) staking service. (coindesk.com)
- Crypto-enthusiasts are pulling assets from Binance. (markets.businessinsider.com)
Apple
- What is the use case for the new Apple ($AAPL) Vision Pro? (stratechery.com)
- Ten takeaways from WWDC 2023 including ‘The Apple Watch keeps getting better.’ (om.co)
- What game developers think about Apple’s new device. (venturebeat.com)
- The Vision Pro is the opposite of prior Apple ($AAPL) innovations. (wired.com)
Sequioa Capital
- Sequoia Capital is splitting in three, based on geography. (forbes.com)
- How the Sequoia Capital split will work. (axios.com)
Economy
- The U.S. economy seems to have found a new equilibrium. (danieldrezner.substack.com)
- But the U.S. consumer may finally be faltering. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: intangible value. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: sharing your expertise. (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)
