Tuesday links: what comes next
MarketsGold is a crowded trade. (sherwood.news)Why the move in gold matters. (priceactionlab.com)How portfolio diversification has worked in 2025. (morningstar.com)BondsTreasury bonds have never been risk free. (bloomberg.com)Are bonds still a good diversifier? (morningstar.com)Private assetsTariffs are only going to make things harder for startups. (wired.com)Secondary sales are now a part of every VC's playbook. (hunterwalk.com)PE secondary volume continues to grow. (institutionalinvestor.com)What to look for in a Limited Partnership Agreement. (cashandcarried.substack.com)Prediction marketsWhat is Robinhood ($HOOD) risking by offering prediction futures? (riabiz.com)Where the legal fight over Kalshi's sports-related contracts stand. (sportico.com)TariffsWhy DHL is slowing package delivery to the U.S. (bbc.com)Insulated mug makers Yeti ($YETI) and Stanley ($SWK) have a big tariff problem. (sherwood.news)Real estateBurned lots are up for sale in Pacific Palisades. (nytimes.com)Many Florida condo owners are/feel trapped. (wsj.com)Can a building ever be 'carbon positive'? (nytimes.com)EconomyRegional Fed reports are uniformly negative. (bonddad.blogspot.com)The stock market doesn't see a reindustrialization trend. (noahpinion.blog)Earlier on Abnormal ReturnsResearch links: costing too much. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: curiosity and restraint. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaNathan Yau, "Less data means diminished resources to prepare for the inevitable, like an unhealthy person unwilling to get a checkup." (flowingdata.com)Stopping data collection is a significant own goal. (propublica.org)Some NOAA datasets that are getting discontinued. (flowingdata.com)
Markets
- Gold is a crowded trade. (sherwood.news)
- Why the move in gold matters. (priceactionlab.com)
- How portfolio diversification has worked in 2025. (morningstar.com)
Bonds
- Treasury bonds have never been risk free. (bloomberg.com)
- Are bonds still a good diversifier? (morningstar.com)
Private assets
- Tariffs are only going to make things harder for startups. (wired.com)
- Secondary sales are now a part of every VC's playbook. (hunterwalk.com)
- PE secondary volume continues to grow. (institutionalinvestor.com)
- What to look for in a Limited Partnership Agreement. (cashandcarried.substack.com)
Prediction markets
- What is Robinhood ($HOOD) risking by offering prediction futures? (riabiz.com)
- Where the legal fight over Kalshi's sports-related contracts stand. (sportico.com)
Tariffs
- Why DHL is slowing package delivery to the U.S. (bbc.com)
- Insulated mug makers Yeti ($YETI) and Stanley ($SWK) have a big tariff problem. (sherwood.news)
Real estate
- Burned lots are up for sale in Pacific Palisades. (nytimes.com)
- Many Florida condo owners are/feel trapped. (wsj.com)
- Can a building ever be 'carbon positive'? (nytimes.com)
Economy
- Regional Fed reports are uniformly negative. (bonddad.blogspot.com)
- The stock market doesn't see a reindustrialization trend. (noahpinion.blog)
Earlier on Abnormal Returns
- Research links: costing too much. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: curiosity and restraint. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
