Friday links: the AI buildout
Tadas Viskanta
Abnormal Returns
11 hours ago
2 MIN READ
Yields
- 30-year Treasury yields are pushing to pre-GFC levels. (apollo.com)
- Pay attention to yields, not what the Fed says. (trendlabs.com)
Strategy
- Momentum investing is not for the weak of heart. (awealthofcommonsense.com)
- Risk management is a skill. (oldroperesearch.substack.com)
IPOs
- IPO buyers increasingly look like bag holders. (morningstar.com)
- Which could put a crimp on these semiconductor companies planning to go public. (pitchbook.com)
AI
- A reminder that Larry Ellison has bet the future of Oracle ($ORCL) on AI. (nytimes.com)
- Amazon ($AMZN) is pouring capital into AWS. (tomtunguz.com)
- James Pethokoukis talks with Azeem Azhar about the state of the AI economy. (fasterplease.substack.com)
Stay in touch
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Autos
- A look at Tesla’s ($TSLA) position in the American EV market. (theatlantic.com)
- Rivian ($RIVN) saw an uptick in sales. (wsj.com)
- Hybrids are having a moment. (cleantechnica.com)
Defense
- Just how much have American weapons stockpiles fallen? (cnn.com)
- Can startups help fill the gap? (wapo.st)
Economy
- Consumers HATE inflation. (gelliottmorris.com)
- American consumers keep on spending. (bonddad.blogspot.com)
- Americans are telling CEOs that affordability is the issue. (axios.com)
- How Warsh shot himself in the foot. (stayathomemacro.substack.com)
- The case for higher rates. (axios.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: obsolete virtues. (abnormalreturns.com)
Mixed media
- Fitness trackers are really just guessing at your calories burned. (engadget.com)
- How good is AI at measuring calories from photos? (sciencedaily.com)
- When it comes to a sandwich, sometimes you just want someone to decide for you,. (slate.com)
- These restaurants that are opting out of AI. (eater.com)
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