Monday links: beliefs and behaviors
Tadas Viskanta
Abnormal Returns
16 hours ago
2 MIN READ
Finance
- Investors are swapping their private BDCs for public BDCs. (wsj.com)
- The private equity industry has changed a lot over the years. (investmentecosystem.com)
- Amazon-backed X-Energy ($XE) is now public. (pitchbook.com)
Layoffs
- Big Tech is using layoffs to afford more AI. (wsj.com)
- A look at this year’s big corporate layoffs, so far. (wsj.com)
Apple
- Apple ($AAPL) is on track to be the biggest phone seller in China. (sherwood.news)
- Apple ($AAPL) Macs are the only PCs made for AI. (om.co)
- How to take full advantage of your Apple ($AAPL) Watch. (pogueman.substack.com)
AI
- The AI data center backlash is growing. (nytimes.com)
- Your Slacks and e-mails are being used to train AI. (futurism.com)
- Could AI companies get nationalized? (theatlantic.com)
Economy
- Companies are saying consumers are in good shape. (thetranscript.substack.com)
- The rest of the world is disproportionately feeling the pain of the Iran war. (nytimes.com)
- Why the choice of inflation measure matters for policy. (newsletter.mikekonczal.com)
Earlier on Abnormal Returns
- Adviser links: controlling the controllable. (abnormalreturns.com)
- Life is existential uncertainty. Make sure you enjoy it while you can. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone clicked on last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
