Thursday links: a hard day to invest
MarketsJapanese government bond yields are soaring. (ft.com)30-year Treasury yields hit levels not seen since 2007. (axios.com)Joe Weisenthal and Tracy Alloway talk with Steven Englander about why yields are rising around the world. (podcasts.apple.com)StrategyInvestors learn the wrong lessons from bull markets. (novelinvestor.com)What to invest in when everything looks unattractive? (capitalallocators.com)AIApple ($AAPL) seriously risks getting left behind. (spyglass.org)Why OpenAI bought io Products. (crazystupidtech.com)What are Sam Altman and Jony Ive up to? (spyglass.org)FinancePrivate credit has a supply problem. (wsj.com)JP Morgan Chase ($JPM) is only getting stronger. (economist.com)Kraken is going to offer tokenized versions of stocks to non-U.S. customers. (wsj.com)Yes, executive branch employees CAN trade stocks. Conflicts abound. (propublica.org)Fund managementMost new ETFs are solutions in search of a problem. (morningstar.com)Traditional asset managers are teaming up with alternatives providers. (morningstar.com)GlobalChina is stepping up its support for WHO. (semafor.com)The baby bust has come to Latin America. (bloomberg.com)The rest of the world has a different approach to air traffic control. (theatlantic.com)EconomyStill no pick up in weekly initial unemployment claims. (calculatedriskblog.com)A profile of Kyla Scanlon. (thefp.com)Earlier on Abnormal ReturnsLongform links: making waste disappear. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: a financial buffer. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed media16 books from JPMorgan’s annual summer reading list including: “Economic Spotlight: Our Dollar, Your Problem: An Insider’s View of the Seven Turbulent Decades of Global Finance, and the Road Ahead” by Kenneth Rogoff. (cnbc.com)Larry Swedroe's 53 favorite finance books over the years including: "When Genius Failed: The Rise and Fall of Long-Term Capital Management" by Roger Lowenstein. (larryswedroe.substack.com)
Markets
- Japanese government bond yields are soaring. (ft.com)
- 30-year Treasury yields hit levels not seen since 2007. (axios.com)
- Joe Weisenthal and Tracy Alloway talk with Steven Englander about why yields are rising around the world. (podcasts.apple.com)
Strategy
- Investors learn the wrong lessons from bull markets. (novelinvestor.com)
- What to invest in when everything looks unattractive? (capitalallocators.com)
AI
- Apple ($AAPL) seriously risks getting left behind. (spyglass.org)
- Why OpenAI bought io Products. (crazystupidtech.com)
- What are Sam Altman and Jony Ive up to? (spyglass.org)
Finance
- Private credit has a supply problem. (wsj.com)
- JP Morgan Chase ($JPM) is only getting stronger. (economist.com)
- Kraken is going to offer tokenized versions of stocks to non-U.S. customers. (wsj.com)
- Yes, executive branch employees CAN trade stocks. Conflicts abound. (propublica.org)
Fund management
- Most new ETFs are solutions in search of a problem. (morningstar.com)
- Traditional asset managers are teaming up with alternatives providers. (morningstar.com)
Global
- China is stepping up its support for WHO. (semafor.com)
- The baby bust has come to Latin America. (bloomberg.com)
- The rest of the world has a different approach to air traffic control. (theatlantic.com)
Economy
- Still no pick up in weekly initial unemployment claims. (calculatedriskblog.com)
- A profile of Kyla Scanlon. (thefp.com)
Earlier on Abnormal Returns
- Longform links: making waste disappear. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a financial buffer. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- 16 books from JPMorgan’s annual summer reading list including: “Economic Spotlight: Our Dollar, Your Problem: An Insider’s View of the Seven Turbulent Decades of Global Finance, and the Road Ahead” by Kenneth Rogoff. (cnbc.com)
- Larry Swedroe's 53 favorite finance books over the years including: "When Genius Failed: The Rise and Fall of Long-Term Capital Management" by Roger Lowenstein. (larryswedroe.substack.com)
