Friday links: disparate ideas
MarketsWhy a financial theory of everything is so elusive. (economist.com)Different types of investors have different edges. (mrzepczynski.blogspot.com)CryptoMore companies are adopting the Bitcoin treasury strategy. (sherwood.news)Why big crypto investors are rightfully scared. (slate.com)FinanceHow worried should we be about BNPL? (ft.com)Some signs of stability in the Florida home insurance market. (bloomberg.com)Fidelity is launching a managed futures ETF. (etf.com)Venture capitalThe IPO window is open. (tomtunguz.com)Some companies that are raising capital after a long lag. (news.crunchbase.com)Chicago sportsJustin Ishbia has reached an agreement that may give him control of the Chicago White Sox by 2029 (sportico.com)The Chicago Fire have seemingly passed the White Sox for a downtown stadium. (frontofficesports.com)CHSN has struck a carriage deal with Comcast. (awfulannouncing.com)ScienceDavid Epstein, "Science suffers when those viewed as outsiders are excluded." (davidepstein.substack.com)Can venture capital help support basic research? (axios.com)The world is awash in cash. Hopefully some of it will flow into scientific research. (edgyoptimist.substack.com)EconomyThe May NFP showed modest jobs growth and a steady unemployment rate. (calculatedriskblog.com)One concerning detail from the NFP report. (sherwood.news)A lot of people left the workforce in May. (bonddad.blogspot.com)Earlier on Abnormal ReturnsPodcast links: smartphone research. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: a thin line. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaSome book recommendations from Seth Godin including "More Everything Forever" by Adam Becker. (seths.blog)A recommendation to read "Four Thousand Weeks: Time Management for Mortals" by Oliver Burkeman. (thewaiterspad.com)
Markets
- Why a financial theory of everything is so elusive. (economist.com)
- Different types of investors have different edges. (mrzepczynski.blogspot.com)
Crypto
- More companies are adopting the Bitcoin treasury strategy. (sherwood.news)
- Why big crypto investors are rightfully scared. (slate.com)
Finance
- How worried should we be about BNPL? (ft.com)
- Some signs of stability in the Florida home insurance market. (bloomberg.com)
- Fidelity is launching a managed futures ETF. (etf.com)
Venture capital
- The IPO window is open. (tomtunguz.com)
- Some companies that are raising capital after a long lag. (news.crunchbase.com)
Chicago sports
- Justin Ishbia has reached an agreement that may give him control of the Chicago White Sox by 2029 (sportico.com)
- The Chicago Fire have seemingly passed the White Sox for a downtown stadium. (frontofficesports.com)
- CHSN has struck a carriage deal with Comcast. (awfulannouncing.com)
Science
- David Epstein, "Science suffers when those viewed as outsiders are excluded." (davidepstein.substack.com)
- Can venture capital help support basic research? (axios.com)
- The world is awash in cash. Hopefully some of it will flow into scientific research. (edgyoptimist.substack.com)
Economy
- The May NFP showed modest jobs growth and a steady unemployment rate. (calculatedriskblog.com)
- One concerning detail from the NFP report. (sherwood.news)
- A lot of people left the workforce in May. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: smartphone research. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a thin line. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
