Monday links: here we are
Tadas Viskanta
Abnormal Returns
9 hours ago
2 MIN READ
Markets
- Some signs of concern for the stock market. (traderfeed.blogspot.com)
- Is AI masking other problems for the stock market? (bonddad.blogspot.com)
- The VIX as measure of risk regimes. (mrzepczynski.blogspot.com)
AI
- The collective size of the bet on AI is huge. (mailchi.mp)
- The scale of the rally in semiconductors is stunning. (downtownjoshbrown.com)
- The NextEra-Dominion deal is, in part, about AI data centers. (cnbc.com)
- On the challenges of forecasting high growth rates. (mrzepczynski.blogspot.com)
More AI
- No matter where you look today, AI is somehow involved. (theatlantic.com)
- Financial markets are full up with AI deals. (apollo.com)
- AI is a technology, not a product. (daringfireball.net)
- AI is not polling well. (axios.com)
Rates
- The 2-year Treasury is now trading above the Fed funds rate. (capitalspectator.com)
- The yield curve is steepening. (econbrowser.com)
The Fed
- Jay Powell had an eventful eight years as Fed chair. (axios.com)
- A look at Jay Powell’s legacy at the Fed. (newsletter.mikekonczal.com)
- Kevin Warsh is coming in at an interesting time. (axios.com)
Global
- The Xi-Trump summit was a nothing burger. (danieldrezner.substack.com)
- How unmanned ships could be used to clear mines in the Strait of Hormuz. (ft.com)
Economy
- How much more America is paying in fuel prices? (ft.com)
- Why the cost of living, not social media, is driving consumer pessimism. (theargumentmag.com)
- New business formation is on the rise. (snippet.finance)
Earlier on Abnormal Returns
- Adviser links: true advice. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What you missed last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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