Tuesday links: a meme asset

This Tuesday's links roundup explores various topics across finance and technology.

For bonds, whitecoatinvestor.com notes that poor real returns make panic buying bonds a bad idea. Ritholtz.com adds that the Treasury failed to successfully term out debt during the prolonged Zero Interest Rate Policy (ZIRP).

In the market concentration space, awealthofcommonsense.com writes that investors must come to terms with the increasing concentration of assets in fewer hands.

On earnings revisions, fa-mag.com reports that for 21 consecutive weeks, earnings revisions have been positive, indicating a generally optimistic outlook from analysts.

AI companies like Anthropic and OpenAI are pursuing investment grade credit ratings following their IPOs, according to ft.com. Meanwhile, Robinhood ($HOOD) has been named an underwriter for the Oura Health IPO, as reported by wsj.com.

A seed round investment of $6.2 billion is described as an oxymoron by anildash.com. ETFs are covered by obliviousinvestor.com, detailing how Treasury Inflation-Protected Securities (TIPS) ladder ETFs function.

The iShares company has closed numerous ETFs, as discussed in mutualfundobserver.com. Meanwhile, open source AI models are being adopted by corporate America, as noted in the New York Times (nytimes.com).

AI companies are also rapidly releasing new models, reported by CNBC (cnbc.com).

The Abnormal Returns newsletter highlights AI's impact on the job market, which is unfolding more slowly than anticipated (abnormalreturns.com). Women accounted for 98% of the 162,000 jobs added in the U.S. in August, according to semafor.com.