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This Week on Trends with Friends (November 3, 2024)
This Week on Trends with Friends (November 3, 2024)
Trends with Friends Trends with Friends
Welcome Friends,  Here’s an assortment of posts shared this week on Trends with Friends. Let’s dive in… MARK YOUR CALENDARS Howard Lindzon looks ahead to the Grass League’s second Par 3 Golf Tournament in Phoenix December 5th and 6th. He writes,   The...
20 hours ago
5 MIN READ
Election Volatility, Tesla, Google & Microsoft
Election Volatility, Tesla, Google & Microsoft
Ram Ahluwalia Lumida Ledger
Tesla Cyber Truck Due Diligence: My experience with Tesla cyber truck and FSD.  When you drive the car live, you discover ‘Panic Mode’ Our take on ASPI We are getting a lot of recognition on our ASPI call. Bill Gates small modular reactor play, TerraPower,...
20 hours ago
14 MIN READ
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Sunday links: never ending uncertainty
Tadas Viskanta Abnormal Returns
Strategy Why you can safely ignore the public pronouncements of hedge fund managers. (awealthofcommonsense.com) Fingers crossed, uncertainty will decline next week. (tker.co) People confuse stocks and flows all the time. (capitalgains.thediff.co)...
21 hours ago
3 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Top clicks this week Why rates are bucking the Fed. (sherwood.news) How major asset classes performed, or didn’t, in October 2024. (capitalspectator.com) What’s behind weakness in the long end of the curve? (apolloacademy.com) Why mortgage...
23 hours ago
1 MIN READ
Asymmetric Market Update™️ #23
Asymmetric Market Update™️ #23
Joe McCann Asymmetric
Crypto Have you had enough coverage about the election yet? Yeah, me, either. It is the most important topic globally, and for good reason. The next President of the United States will shape the future of global policy and financial markets. Although most...
2 days ago
23 MIN READ
Sam Altman Wants to Get a Dog
Sam Altman Wants to Get a Dog
Ted Merz Surface Area
Sign up to receive Surface Area or follow me on Linkedin or Twitter. Book a meeting here to talk about ghostwriting from my agency, Principals Media. “do u have a dog?” “no but I wanna get one, do you have a recommendation?’ Sam Altman this week provided...
2 days ago
3 MIN READ
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Who Will Win The Election…
Howard Lindzon Howie Town
Good morning… It seems like the surest winner of the election – if one must wager – is BITCOIN (I continue to be long). Larry (Hostile Charts) points out how it is a proxy for patience. Despite current narratives about which presidential...
2 days ago
3 MIN READ
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Saturday links: meaningful work
Tadas Viskanta Abnormal Returns
Autos GM ($GM) and Ford ($F) have taken different approaches to EVs. (nytimes.com) How to eliminate the stigma, and salvage the minivan. (whyisthisinteresting.substack.com) Transport This device is the equivalent of an ‘EV gas can.’...
2 days ago
4 MIN READ