Thursday links: an appropriate bogey
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Finance
- The case for this being the end of the private asset boom. (blogs.cfainstitute.org)
- Jeff Bezos is out raising money for a fund to acquire manufacturing companies and apply AI for automation. (wsj.com)
AI
- AI’s effects on company economic moats is not straightforward. (morningstar.com)
- Data centers now require their own logistics network. (wsj.com)
- The best AI isn’t necessarily the most expensive. (tomtunguz.com)
War
- The U.S. military is coming face-to-face with the drone revolution. (npr.org)
- How the war will affect the finances of the Gulf states. (semafor.com)
- How the Trump administration has turned destruction into Internet content. (politico.com)
Europe
- Europe’s defense industries are booming. (ft.com)
- Ireland’s tax revenue from multinational companies is only growing. (cfr.org)
Macbook Neo
- By this measure the Apple ($AAPL) Macbook Neo is a real bargain. (asymco.com)
- M.G. Siegler, “The MacBook Neo is truly, honest-to-goodness, great.” (spyglass.org)
- Why only Apple can make the Neo. (macworld.com)
Economy
- The five-year inflation-breakeven is up some 50bp since the beginning of the year. (econbrowser.com)
- The U.S. may be self-sufficient in oil, but it is still a global market. (economist.com)
- How would the Iran war lead to stagflation? (paulkrugman.substack.com)
- How AI is showing up in academic economics papers. (ft.com)
Earlier on Abnormal Returns
- Longform links: neck-snapping velocity. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: extended expenses. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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