
Friday links: your single most valuable asset
6 months ago
2 MIN READ
Companies
- Marc Rubenstein, “PayPal Holdings Inc is not a bank and doesn’t enjoy any of the protections that are afforded to banks.” (netinterest.co)
- Why CVS ($CVS) and Walgreen’s ($WBA) are struggling. (msnbc.com)
- There’s Netflix ($NFLX) and everyone else. (sherwood.news)
- Spirit Airlines ($SAVE) kinda sucks, but you will miss it when it’s gone. (slate.com)
AI
- OpenAI’s current cash isn’t going to last long. (bigtechnology.com)
- On the pace of AI model improvement. (tomtunguz.com)
- Data centers are reaching some size limits. (semafor.com)
Automattic
- Automattic is in turmoil. (404media.co)
- Can users still rely on WordPress and more importantly Matt Mullenweg? (slate.com)
Global
- Japan’s government bond yields now exceed China’s. (ft.com)
- The West is coming to terms with the extent of Chinese espionage. (wsj.com)
- How donor fatigue is affecting Ukraine’s defense. (politico.com)
Economy
- There’s still no sign of a recession in the data. (econbrowser.com)
- Why neither candidate is talking about the deficit. (semafor.com)
- This year’s Nobel Prize winners in Economics did not come with universal acclaim. (vox.com)
Earlier on Abnormal Returns
- Podcast links: crime and disorder. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: facilitating communication. (abnormalreturns.com)
- Celebrating our nineteenth blogiversary. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.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.