Thursday links: unexpected and original ideas
Tadas Viskanta
Abnormal Returns
22 hours ago
2 MIN READ
Markets
- South Korea is a big bet on AI. (axios.com)
- Retail traders seem to be riding the AI winners, for now. (sherwood.news)
Strategy
- Don’t let your investment strategy burn you out. (awealthofcommonsense.com)
- On the parallels between the AI boom to the railroad boom. (apersai.substack.com)
- “Bull markets last years. Crashes last weeks. You spend 80% of your investing life feeling slightly stupid for owning the diversifier, and maybe 20% feeling vindicated.” (rcmalternatives.com)
M&A
- Who’s going to buy IMAX ($IMAX)? (variety.com)
- The Fertitta family is buying Caesars Entertainment ($CZR). (axios.com)
- Why a SpaceX and Tesla ($TSLA) merger seems inevitable. (blindsquirrelmacro.com)
ETFs
- The Vanguard S&P 500 ETF ($VOO) is closing in on $1 trillion in AUM. (etf.com)
- Is DFA for sale? (citywire.com)
Companies
- Apple’s ($AAPL) new CEO has a R&D dilemma. (ft.com)
- It’s increasingly difficult to avoid Amazon ($AMZN). (theconversation.com)
AI
- Corporate America is seeing rapidly rising AI costs. (axios.com)
- Do we need a GPU futures market? (semafor.com)
Privacy
- How U.S. troops can be tracked with commercial adtech services. (techcrunch.com)
- It’s not you. More websites require CAPTCHA. (futurism.com)
- Defending your privacy is a full-time job. (theconversation.com)
- How AI is helping scammers. (nytimes.com)
Economy
- The PCE rose 3.8% from the same time last year. (cnbc.com)
- Still no sign of a pickup in initial jobless claims. (bonddad.blogspot.com)
- The personal savings rate has plummeted. (axios.com)
- Kevin Warsh has an inflation problem. (theconversation.com)
Earlier on Abnormal Returns
- Longform links: moving the algorithm. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: measuring wealth. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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