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AI: Meta acquihires in India for WhatsApp. AI-RTZ #1126
AI: Meta acquihires in India for WhatsApp. AI-RTZ #1126
Michael Parekh AI: Reset to Zero
One has to hand it to Meta founder/CEO Mark Zuckerberg for commitment to a strategy. Especially in his quest for global AI Talent for his massive AI ambitions this AI Tech Wave. He’s been singular on his focus on investing hundreds of billions in...
10 hours ago
5 MIN READ
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Monday links: why trends persist
Tadas Viskanta Abnormal Returns
Markets SpaceX ($SPCX) stock is well off its highs. (futurism.com) SK Hynix has topped Samsung to become South Korea’s most valuable company. (wsj.com) Strategy Don’t kid yourself. You are not going to get rich calling market tops and...
21 hours ago
2 MIN READ
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Adviser links: sudden wealth
Tadas Viskanta Abnormal Returns
Podcasts Ben Johnson talks semiliquid funds with Brian Moriarty and Jack Shannon. (morningstar.com) Peter Lazaroff talks with Cameron Passmore of PWL Capital about the importance of scale in firm building. (peterlazaroff.com) Kyle Van Pelt talks with...
1 day ago
2 MIN READ
Father's Day Without Dad
Father's Day Without Dad
Ted Merz Surface Area
This was my first Father’s Day without my dad.  It’s been two months since he passed at the age of 99 after a brief illness. Today would normally be a day I’d drive down to have lunch with my parents.  We’d probably be talking about the Knicks...
1 day ago
3 MIN READ
The Weekend Rip: Day Day
The Weekend Rip: Day Day
Tom Bruni The Daily Rip
The Weekend RipHappy Weekend! Last Week 🎢: Stocks spent the holiday-shortened week bouncing between Iran relief and a Fed that put rate hikes back on the table, with tech leading Thursday’s rebound. Intel and Amazon fired up custom chips, while...
2 days ago
5 MIN READ
A New Era at the Federal Reserve; Rotation Ahead?
A New Era at the Federal Reserve; Rotation Ahead?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Inflation Is a Choice; A Solid Economy and a Stable Job Market Markets: The Market Passed Every Test; Rotation Ahead; Where Are Fund Managers Headed?; The Death of Nvidia Is Greatly Exaggerated;...
2 days ago
23 MIN READ
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Sunday links: accelerating abnormalities
Tadas Viskanta Abnormal Returns
Markets The speed of the move in semiconductor stocks is stunning. (howardlindzon.com) Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com) Finance Why Jane Street is betting big on AI. (wsj.com) Bain Capital’s buyout...
2 days ago
2 MIN READ