Thursday links: abundant AI
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- How HALO stocks are performing YTD. (sherwood.news)
- It’s easy to forget but volatility tends to mean revert. (trendlabs.com)
- The market continues to find ways to surprise us. (om.co)
- Just how diversified is an index fund these days? (morningstar.com)
Fund management
- On the competitive challenge facing Invesco and its $QQQ franchise. (ft.com)
- You can’t manufacture liquidity out of thin air. (rpc.cfainstitute.org)
- Who manages all that sovereign wealth money? (giftarticle.ft.com)
Trading
- Kalshi is adding more commodity markets. (barrons.com)
- 17 years later Twitter is rolling out support for cashtags. (theblock.co)
Companies
- BTW, Google ($GOOGL) owns a ~6% stake in SpaceX. (msn.com)
- LiveNation ($LVY) just lost high-stakes antitrust trial. (nbcnews.com)
- TSMC ($TSM) is crushing it. (sherwood.news)
QSR
- McDonald’s ($MCD) is jumping into the dirty soda game. (thedailyupside.com)
- Bagel shops need to upscale their offerings to make a go of it. (nytimes.com)
- How Wendy’s lost its way. (slate.com)
AVs
- Lyft ($LYFT) is buildilng out infrastructure for Waymo in Nashville. (sherwood.news)
- Autonomous driving is all about Waymo, Tesla and Uber. (axios.com)
- Waymo has started testing in London. (semafor.com)
Economy
- Still no meaningful pickup in weekly initial jobless claims. (bonddad.blogspot.com)
- The inexorable growth in finance in the American economy has slowed. (bloomberg.com)
- On the AI industry’s need for H-1B workers. (agglomerations.eig.org)
Earlier on Abnormal Returns
- Longform links: crowds vs. community. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: improving your credit score. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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