Monday links: real spaces for real people
Tadas Viskanta
Abnormal Returns
10 hours ago
2 MIN READ
Markets
Finance
- Why dividend investing is dead. (flyoverstocks.com)
- Robinhood ($HOOD) defined Brokerage 1.0. ‘Brokerage 2.0’ is already here. (howardlindzon.com)
- Institutional investors are picking up the slack in private credit. (ft.com)
Crypto
- Strategy’s ($MSTR) strategy is looking shaky. (wsj.com)
- Strategy ($MSTR) just sold more Bitcoin. (theblock.co)
AI
- DRAM production is highly concentrated among a few players. (ft.com)
- Memory producers are sucking the oxygen out of the room. (axios.com)
- American AI companies are wary of Chinese companies using model distillation to catch up. (nytimes.com)
- An investment in SoftBank increasingly a bet on AI and Masayoshi Son. (ft.com)
Ukraine
- Ukraine is running low on missile interceptors. (nytimes.com)
- Venture capital has yet to embrace Ukraine’s defense industry. (pitchbook.com)
Earlier on Abnormal Returns
- Adviser links: other wealthy people. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Mixed media
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