Monday links: the railroad and AI booms
13 hours ago
2 MIN READ
Markets
- A look at the stocks that have jumped more than 100% over the past year. (morningstar.com)
- The American stock market has shifted from buying back stock to issuing stock. (bloomberg.com)
- On the parallels between the railroad and AI booms. (newyorker.com)
SpaceX
- Retail is betting big on SpaceX ($SPCX). (axios.com)
- There is is going to be plenty of volume in SpaceX ($SPCX) shares. (ft.com)
- SpaceX ($SPCX) performance matters more than index machinations. (wsj.com)
AI
- How Anthropic differs from OpenAI. (stratechery.com)
- Why Anthropic and the current administration are beefing. (spyglass.org)
- Users are increasingly mixing and matching AI models. (wsj.com)
- What if AI doesn’t mean the end of software engineering? (theargumentmag.com)
Work
- You can’t increase luck in your career, but you can do this. (ritholtz.com)
- In the AI age, job references once again matter. (wsj.com)
- On the pros and cons of remote work. (wsj.com)
- Want a job? Respond quickly. (pubsonline.informs.org)
Iran
- Secondary powers have embarrassed both Russia and the U.S. (danieldrezner.substack.com)
- The world can thank China for a muted oil price response to the Iran war. (coldeye.earth)
- A look at Iran’s struggling economy. (theatlantic.com)
Global
- The UK is still living with the impact of Brexit. (time.com)
- Cuban Americans are a lifeline for Cubans. (wsj.com)
- Influence buying has gone global. (semafor.com)
Earlier on Abnormal Returns
- Adviser links: the reality of aging. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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