Friday links: exhausting your discipline
MarketsShort selling isn't dead just yet. (ft.com)On the importance of tuning out the noise. (ritholtz.com)Why you need to recognize the role of luck in investing. (blogs.cfainstitute.org)CryptoCoinbase ($COIN) is getting a pass from the SEC. (sherwood.news)The Franklin Crypto Index ETF ($EZPZ) combining Bitcoin and Ethereum is now live. (theblock.co)FinanceHow can the big private equity shops invest all the capital they have amassed? (capitalallocators.com)The investment case for closing the carried interest tax loophole. (caia.org)The private credit boom has generated a slew of new billionaires. (bloomberg.com)CompaniesWhy is Berkshire Hathaway ($BRK.A) sitting on so much cash? (wsj.com)How a decision by CFIUS helped turn AppLovin ($APP) into a huge success. (marketwatch.com)Companies are thinking more deeply about securing their data. (semafor.com)James BondAmazon MGM ($AMZN) paid up, big time, to gain control over the James Bond franchise. (deadline.com)Why the James Bond news was so surprising. (spyglass.org)Amazon MGM ($AMZN) is going to ruin James Bond, aren't they? (daringfireball.net)EconomyThe yield curve is at risk of re-inverting. (econbrowser.com)LA Ports were busy in January (calculatedriskblog.com)Earlier on Abnormal ReturnsPodcast links: confidence and creativity. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: an uncertain future. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaHow online trolls gain power over you. (theatlantic.com)The case for reading fiction. (adamgrant.substack.com)
Markets
- Short selling isn't dead just yet. (ft.com)
- On the importance of tuning out the noise. (ritholtz.com)
- Why you need to recognize the role of luck in investing. (blogs.cfainstitute.org)
Crypto
- Coinbase ($COIN) is getting a pass from the SEC. (sherwood.news)
- The Franklin Crypto Index ETF ($EZPZ) combining Bitcoin and Ethereum is now live. (theblock.co)
Finance
- How can the big private equity shops invest all the capital they have amassed? (capitalallocators.com)
- The investment case for closing the carried interest tax loophole. (caia.org)
- The private credit boom has generated a slew of new billionaires. (bloomberg.com)
Companies
- Why is Berkshire Hathaway ($BRK.A) sitting on so much cash? (wsj.com)
- How a decision by CFIUS helped turn AppLovin ($APP) into a huge success. (marketwatch.com)
- Companies are thinking more deeply about securing their data. (semafor.com)
James Bond
- Amazon MGM ($AMZN) paid up, big time, to gain control over the James Bond franchise. (deadline.com)
- Why the James Bond news was so surprising. (spyglass.org)
- Amazon MGM ($AMZN) is going to ruin James Bond, aren't they? (daringfireball.net)
Economy
- The yield curve is at risk of re-inverting. (econbrowser.com)
- LA Ports were busy in January (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: confidence and creativity. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: an uncertain future. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
