Thursday links: A.I. pessimism
Tadas Viskanta
Abnormal Returns
21 hours ago
2 MIN READ
Markets
- Gold has given up all its 2026 gains. (axios.com)
- Oil prices are back down to pre-war levels. (semafor.com)
- Bitcoin is well off its highs. (ft.com)
Fund management
- Activist investors are on a cold streak. (semafor.com)
- The State Street SPDR Portfolio Nasdaq 100 ETF ($QNDX) is here. (thedailyupside.com)
Apple
- Apple ($AAPL) has announce price increases for Macs and iPads. (wsj.com)
- Even Apple ($AAPL) can’t dodge rising memory prices. (spyglass.org)
- A look at iPhone prices over time. (asymco.com)
Economy
- The PCE shows a 4.1% jump from a year earlier. (axios.com)
- Signs that the wealth effect is holding up consumer spending. (bonddad.blogspot.com)
- New business formation is surging. (marginalrevolution.com)
Earlier on Abnormal Returns
- Longform links: building taste. (abnormalreturns.com)
- We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: family MVPs. (abnormalreturns.com)
- 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)
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