Thursday links: the paradox of skill
Tadas Viskanta
Abnormal Returns
6 days ago
2 MIN READ
Markets
Private assets
- The market for PE secondaries is ‘almost manic.’ (on.ft.com)
- It’s a moving target, but these are the 50 most valuable private companies in the world. (visualcapitalist.com)
AI
- The AI capex boom is big and getting bigger. (paulkedrosky.com)
- The companies that are benefiting from all that spending. (sherwood.news)
- Why is Zuck planting a flag for “super intelligence”? (om.co)
- The jobs most (and least) at risk from AI. (axios.com)
- AI is going to ruin the public Internet with slop and scams. (philiprosedale.substack.com)
Retail
- Why companies are increasingly offering ‘returnless returns.’ (wsj.com)
- Home Depot’s ($HD) oversized Halloween skeletons are going high tech. (theverge.com)
Beverages
- Starbucks ($SBUX) is abandoning to-go-only stores. (wsj.com)
- Diet sodas may be no better for you. (newatlas.com)
- Matcha is hot. (time.com)
China
- Noah Smith, “Put in plain terms, Xi Jinping is reorienting China’s economy around producing a bunch of stuff that Chinese people don’t want or need, because this fits with his idea of what makes a country strong.” (noahpinion.blog)
- China’s manufacturing sector is undergoing its own transformation. (nytimes.com)
- The number of kindergarten-age children in China is in free fall. (marginalrevolution.com)
Trade
- Canada is uniquely exposed to the U.S. economy. (econofact.org)
- Developing countries are most at-risk of increasing trade barriers. (wsj.com)
Economy
- Still no sign of a meaningful pickup in weekly intial unemployment claims. (calculatedriskblog.com)
- What’s going to happen to inventories? (econbrowser.com)
- The Fed Funds rates is not out of wack compared to other countries. (chartkidmatt.com)
- The case against a rate cut right now. (disciplinefunds.com)
Earlier on Abnormal Returns
- Longform links: a checklist existence. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the promise of fake money. (abnormalreturns.com)
- Our Q&A with Nick Maggiulli, author of “The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life.” (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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