
Monday links: a cult of personality
1 month ago
2 MIN READ
Markets
- Too many people confusing speculating for investing. (ritholtz.com)
- The end of ZIRP did not kill off speculation. (ft.com)
Big tech
- Callie Cox, “History is littered with the tombstones of once-dominant companies who couldn’t pivot to the next big thing.” (optimisticallie.com)
- The scale of capital expenditures by the Mag Seven is unprecedented. (ft.com)
- AI is only now entering its ‘true product-building era.’ (mailchi.mp)
Fund management
- Endowment funds are not simply savings accounts. (institutionalinvestor.com)
- Interest in forex trading has been in decline for awhile now. (bloomberg.com)
- You need a strategy to survive the commoditization of the asset management industry. (philbak.substack.com)
China
- China’s marriage rate plunged in 2024. (reuters.com)
- The percentage of U.S. imports from China have been declining since 2016. (apolloacademy.com)
Global
- The Russian economy is under increasing pressure. (bloomberg.com)
- What’s next for Ukraine. (noahpinion.blog)
- The U.S. is rapidly alienating its friends. (paulkrugman.substack.com)
- Eric Markowitz, “A focus on cooperation, consensus, and adaptability has long defined Sweden’s approach to business” (bigthink.com)
Earlier on Abnormal Returns
- Adviser links: different needs. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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 media
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