Friday links: access to retail investors
RatesThe rate move has been rapid. (mrzepczynski.blogspot.com)Bond market volatility has ticked up quickly. (axios.com)We aren't going back to a low interest rate world any time soon. (trendlabs.com)AIOn AI pricing: not all tokens are created alike. (giftarticle.ft.com)Why it's not simple to hold AI companies liable for their models. (nytimes.com)It's agent vs. agent: the new age of AI. (axios.com)Betting the term 'super intelligence' takes off. (bbc.com)Sports businessThere is a bull market in racehorses. You can thank the OBBBA. (genuineimpact.substack.com)The Senate College Sports Bill is about paying players less. (slate.com)How Manchester City hid $1 billion. (huddleup.substack.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)IranThe Iran war is at a stalemate. (foreignaffairs.com)Why negotiations are going nowhere. (axios.co
Rates
- The rate move has been rapid. (mrzepczynski.blogspot.com)
- Bond market volatility has ticked up quickly. (axios.com)
- We aren't going back to a low interest rate world any time soon. (trendlabs.com)
AI
- On AI pricing: not all tokens are created alike. (giftarticle.ft.com)
- Why it's not simple to hold AI companies liable for their models. (nytimes.com)
- It's agent vs. agent: the new age of AI. (axios.com)
- Betting the term 'super intelligence' takes off. (bbc.com)
Sports business
- There is a bull market in racehorses. You can thank the OBBBA. (genuineimpact.substack.com)
- The Senate College Sports Bill is about paying players less. (slate.com)
- How Manchester City hid $1 billion. (huddleup.substack.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Iran
- The Iran war is at a stalemate. (foreignaffairs.com)
- Why negotiations are going nowhere. (axios.com)
- It's hard to see a path forward. (newyorker.com)
Ukraine
- Ukraine now has its own ballistic missiles. (wsj.com)
- How Russia is rapidly incorporating territories in eastern Ukraine. (theatlantic.com)
- Ukraine's naval drones do a lot more these days. (nytimes.com)
North America
- The U.S. is a net diesel exporter. (nytimes.com)
- How Mark Carney is trying to insulate the Canadian economy. (danieldrezner.substack.com)
- The AI construction boom doesn't happen without Mexico. (nytimes.com)
Economy
- The September NFP report showed weak jobs growth and a 4.2% unemployment rate. (bonddad.blogspot.com)
- How much breakeven payroll growth numbers have fallen. (apollo.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: AI acceleration. (abnormalreturns.com)
Mixed media
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