Tuesday links: an essential piece of the plan
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Rates
- The rates environment has changed, forever. (mrzepczynski.blogspot.com)
- No matter where you look rates are rising. (allstarcharts.com)
- America’s annualized interest expense now exceeds defense spending. (axios.com)
Markets
- We are in the midst of a legitimate bull market. (awealthofcommonsense.com)
- Fund managers are historically bullish. (ft.com)
- Energy stocks are at new all-time highs. (trendlabs.com)
Finance
- Warren Buffett was behind Berkshire’s purchase of Alphabet ($GOOGL) shares. (barrons.com)
- Volatility Shares has filed to launch an exchange-traded fund for every NHL team. (etf.com)
- Independent fund managers have two jobs: CEO and portfolio manager. (theemergingmanager.com)
AI
- Anthropic is reportedly at a $65 billion revenue run rate. (bloomberg.com)
- This planned OpenAI data center, backed by Nvidia ($NVDA), in Ohio is huge. (nytimes.com)
- Sascha Steffen, “The $500 billion platform converts short-lived hardware into long-dated investment-grade paper by borrowing the credit of the offtaker.” (sascha-steffen.de)
Stay in touch
- Work in wealth management? 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)
Work
- Some early evidence that early career workers are at risk of AI. (theargumentmag.com)
- Do weekends still represent a true break from work? (theguardian.com)
- Looking for a job? Be responsive. (wsj.com)
Crime
- Violent crime fell in 2025. (axios.com)
- The homicide rate in Baltimore has fallen dramatically. (nytimes.com)
- Proponents of capital punishment claim an innocent person has never been executed. (slate.com)
Economy
- Claudia Sahm, “Warsh’s Jackson Hole speech is about more than Warsh; it’s about the Fed as a credible institution.” (stayathomemacro.substack.com)
- There’s no fiscal relief on tap for bond market worries. (capitalspectator.com)
- The AI boom is supporting manufacturing output. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: offsetting declines. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a human business. (abnormalreturns.com)
Mixed media
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