Monday links: round numbers
3 weeks ago
2 MIN READ
Bitcoin
- MicroStrategy ($MSTR) is not done buying Bitcoin. (theblock.co)
- Higher Bitcoin prices isn’t necessarily a boon for miners. (wsj.com)
Big Tech
- ‘Amazon Haul’ is another sign of the degradation of Amazon ($AMZN). (theatlantic.com)
- Hope springs eternal for an Apple ($AAPL) Television. (spyglass.org)
- How Trump tariffs could derail our ability to build tech. (stratechery.com)
AI
- Can AI companies really just scale their way to AGI? (generalist.com)
- How Hollywood scripts have ended up being used to train LLMs. (theatlantic.com)
- Are VCs going to see a payoff to their AI investments? (wsj.com)
- AI models are becoming cheaper as they scale up. (tomtunguz.com)
Autos
- Tesla ($TSLA) has the highest rate of fatal accidents among all auto brands. (roadandtrack.com)
- Ferrari ($RACE) is among the most visible and valuable global brands. (huddleup.substack.com)
Economy
- National homebuilder confidence rose in November. (calculatedriskblog.com)
- But the affordability problem isn’t going anywhere. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Adviser links: a unique experience. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (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.