Wednesday links: shrinkflation and skimpflation
Tadas Viskanta
Abnormal Returns
3 hours ago
2 MIN READ
Markets
- A look at the state of the bull market. (spilledcoffee.co)
- A look at return dispersion in the components of the S&P 500. (axios.com)
AI
- Recent hacks show AI companies don’t have a great handle on things. (ft.com)
- Where small language models (SLMs) can substitute for LLMs. (klementoninvesting.substack.com)
- Patrick O’Shaughnessy talks with Ben Thompson about the binding constraints on the AI buildout. (podcasts.apple.com)
- Hyperscalers are betting big on natural gas. (techcrunch.com)
Apple
- How Apple ($AAPL) ‘AirPods Vision’ could work. (spyglass.org)
- The Apple ($AAPL) Vision Pro as surgery assistant. (asymco.com)
Pharma
- A Moderna ($MRNA) and Merck ($MRK) mRNA melanoma vaccine proved efficacious. (wsj.com)
- Eli Lilly ($LLY) is taking cues from Silicon Valley. (economist.com)
- Why pharmaceutical price inflation is negative. (axios.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Ukraine
- How Ukraine is using satellite imagery in the war. (nytimes.com)
- On the challenges on keeping US-made Bradley infantry fighting vehicles running. (businessinsider.com)
- How the owner of a furniture company became the CEO of Ukraine’s leading missile maker. (wsj.com)
- Russian tanks are still struggling against Ukrainian drones. (arstechnica.com)
Economy
- Just how hot is the U.S. economy running? (ft.com)
- More signs of strength in the American economy. (thetranscript.substack.com)
- Why diesel prices aren’t going down any time soon. (nytimes.com)
- Federal interest expenditures are projected to increase. (schwab.com)
Earlier on Abnormal Returns
- Personal finance links: following your own rules. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: offsetting declines. (abnormalreturns.com)
Mixed media
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