Monday links: a wave of vulnerabilities
StrategyEjiye Jimeta Ibhawoh, "AI will change what is scarce. It will not decide who captures that scarcity premium." (rpc.cfainstitute.org)Bear markets are about balance sheets. (hub.tslombard.com)AINo more leaks. Anthopic has dropped its S-1. (techcrunch.com)Elon says the neoclouds are dead. (barrons.com)Meta ($META) is raising some $95 billion. (wsj.com)Microsoft ($MSFT) is offering 60,000 employees a buyout. (theverge.com)Stay in touchWork in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)GlobalHow Canada is decoupling economically from the U.S. (apricitas.io)Mexico is stuck between the U.S. and China economically. (giftarticle.ft.com)The Cuban economy is in a tailspin. (theatlantic.com)Earlier on Abnormal ReturnsAdviser links: asking for referrals. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week o
Strategy
- Ejiye Jimeta Ibhawoh, "AI will change what is scarce. It will not decide who captures that scarcity premium." (rpc.cfainstitute.org)
- Bear markets are about balance sheets. (hub.tslombard.com)
AI
- No more leaks. Anthopic has dropped its S-1. (techcrunch.com)
- Elon says the neoclouds are dead. (barrons.com)
- Meta ($META) is raising some $95 billion. (wsj.com)
- Microsoft ($MSFT) is offering 60,000 employees a buyout. (theverge.com)
Stay in touch
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Global
- How Canada is decoupling economically from the U.S. (apricitas.io)
- Mexico is stuck between the U.S. and China economically. (giftarticle.ft.com)
- The Cuban economy is in a tailspin. (theatlantic.com)
Earlier on Abnormal Returns
- Adviser links: asking for referrals. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
Mixed media
- Barry Ritholtz talks with Robin Wigglesworth, author of “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.” (ritholtz.com)
- Nilay Patel talks with Kevin Roose, author of "The AGI Chronicles: The Inside Story of the Race to Create an Artificial Superintelligence." (theverge.com)
- Joe Weisenthal and Tracy Alloway talks the state of the restaurant business with Richard Mott of North Pond fame. (podcasts.apple.com)
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