Wednesday links: sufficient spending
Tadas Viskanta
Abnormal Returns
15 hours ago
2 MIN READ
The stock market
- The U.S. stock market keeps shrugging off bad news. (axios.com)
- Higher individual stock volatility is being offset by increased dispersion. (acadian-asset.com)
Situational Awareness
- A look at the commonality between hedge fund blowups. (capitalallocators.com)
- A list of the high profile investors who invested in Situational Awareness. (wsj.com)
- When you give an inexperienced manager big money, don’t be surprised if they blow up. (economist.com)
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)
AI
- Mistral can’t compete with OpenAI and Anthropic so they pivoted. (wired.com)
- Frontier labs need models at different price points. (tomtunguz.com)
- A look at the three levels of being AI-pilled. (thezvi.substack.com)
Data centers
- Five factors driving the data center backlash. (jasmi.news)
- There are some towns welcoming data centers. (theatlantic.com)
Economy
- The economy is still growing, with elevated inflation. (bonddad.blogspot.com)
- Signs that the jobs market is tightening up. (axios.com)
- Why the American consumer just keeps spending money. (awealthofcommonsense.com)
Earlier on Abnormal Returns
- Personal finance links: being less efficient. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: pushing aside politics. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
