Thursday links: a high-tech blitzkrieg
StrategyStop looking for a turnaround in active management performance. (wealthmanagement.com)Set-it-and-forget-it is working for investors. (jeffreyptak.substack.com)CryptoIn-kind redemption is coming for crypto ETFs. (theblock.co)Stablecoins may not be money, but they are not going anywhere. (ft.com)Fund managementBlackrock ($BLK) is planning to include private equity and credit in target-date funds. (wsj.com)Private assets are coming for individual UK investors. (ft.com)Prediction marketsKalshi raised a big new round of capital. (theblock.co)What is preventing prediction markets from getting bigger? (economist.com)How the Mamdani victory played out on Kalshi. (fastcompany.com)AIThe big AI companies don't seem to care if they kill off publishing. (theatlantic.com)In the age of AI, well-organized data, matters more than ever. (tomtunguz.com)How AI will change the browser. (spyglass.org)MoviesDisney ($DIS) is banking on 'Elio' getting a second life on streaming. (cnbc.com)Is F1 Apple's ($AAPL) best hope for a blockbuster? (wsj.com)Denis Villeneuve is going to direct the next James Bond movie. (spyglass.org)EconomyJobless claims show the jobs market is slowly deteriorating. (bonddad.blogspot.com)Federal contractors are NOT hiring. (axios.com)Earlier on Abnormal ReturnsLongform links: digital afterlives. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: breaking the rules. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaWraps are inferior to the sandwich and the salad. (theatlantic.com)How the Taco Bell Crunchwarp came to be. (grubstreet.com)
Strategy
- Stop looking for a turnaround in active management performance. (wealthmanagement.com)
- Set-it-and-forget-it is working for investors. (jeffreyptak.substack.com)
Crypto
- In-kind redemption is coming for crypto ETFs. (theblock.co)
- Stablecoins may not be money, but they are not going anywhere. (ft.com)
Fund management
- Blackrock ($BLK) is planning to include private equity and credit in target-date funds. (wsj.com)
- Private assets are coming for individual UK investors. (ft.com)
Prediction markets
- Kalshi raised a big new round of capital. (theblock.co)
- What is preventing prediction markets from getting bigger? (economist.com)
- How the Mamdani victory played out on Kalshi. (fastcompany.com)
AI
- The big AI companies don't seem to care if they kill off publishing. (theatlantic.com)
- In the age of AI, well-organized data, matters more than ever. (tomtunguz.com)
- How AI will change the browser. (spyglass.org)
Movies
- Disney ($DIS) is banking on 'Elio' getting a second life on streaming. (cnbc.com)
- Is F1 Apple's ($AAPL) best hope for a blockbuster? (wsj.com)
- Denis Villeneuve is going to direct the next James Bond movie. (spyglass.org)
Economy
- Jobless claims show the jobs market is slowly deteriorating. (bonddad.blogspot.com)
- Federal contractors are NOT hiring. (axios.com)
Earlier on Abnormal Returns
- Longform links: digital afterlives. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: breaking the rules. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
