Wednesday links: the effect of de-globlization
ETFsPrivate shares in a public ETF. The case of the ERShares Private-Public Crossover ETF ($XOVR) (morningstar.com)Leveraged ETFs are not for holding. (theblock.co)Big TechApple ($AAPL) is finally replacing Qualcomm ($QCOM) modems. (macworld.com)Microsoft ($MSFT) is letting Softbank take the lead with OpenAI. (spyglass.org)Amazon ($AMZN) Alexa+, powered by AI, is coming. (wired.com)GLP-1sEli Lilly ($LLY ) is investing big in U.S.-based manufacturing capacity. (biopharmadive.com)More options for GLP-1 users are coming to market. (cnbc.com)What now for Him & Hers ($HIMS)? (sherwood.news)TeslaOver time SpaceX and Tesla ($TSLA) have received at least $38 billion in government contracts, loans, subsidies and tax credits. (wapo.st)Tesla ($TSLA) may have to name the federal government as a related party. (wsj.com)NetflixYouTube is Netflix's ($NFLX) biggest competitor for eyeballs. (sherwood.news)Netflix ($NFLX) has dipped its toe into physical entertainment spaces. (sherwood.news)Earlier on Abnormal ReturnsPersonal finance links: changing circumstances. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: the Babe Ruth effect. (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 mediaRevisiting the 2001 movie 'A.I. Artificial Intelligence' in the age of actual AI. (spyglass.org)AI-generated images are driving hair stylists crazy. (wapo.st)On the aesthetics of AI-generated 'slop.' (honest-broker.com)
ETFs
- Private shares in a public ETF. The case of the ERShares Private-Public Crossover ETF ($XOVR) (morningstar.com)
- Leveraged ETFs are not for holding. (theblock.co)
Big Tech
- Apple ($AAPL) is finally replacing Qualcomm ($QCOM) modems. (macworld.com)
- Microsoft ($MSFT) is letting Softbank take the lead with OpenAI. (spyglass.org)
- Amazon ($AMZN) Alexa+, powered by AI, is coming. (wired.com)
GLP-1s
- Eli Lilly ($LLY ) is investing big in U.S.-based manufacturing capacity. (biopharmadive.com)
- More options for GLP-1 users are coming to market. (cnbc.com)
- What now for Him & Hers ($HIMS)? (sherwood.news)
Tesla
- Over time SpaceX and Tesla ($TSLA) have received at least $38 billion in government contracts, loans, subsidies and tax credits. (wapo.st)
- Tesla ($TSLA) may have to name the federal government as a related party. (wsj.com)
Netflix
- YouTube is Netflix's ($NFLX) biggest competitor for eyeballs. (sherwood.news)
- Netflix ($NFLX) has dipped its toe into physical entertainment spaces. (sherwood.news)
Earlier on Abnormal Returns
- Personal finance links: changing circumstances. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the Babe Ruth effect. (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)
