Market Expert
Last seen: 6 months ago
Friday links: the AI buildout
Yields30-year Treasury yields are pushing to pre-GFC levels. (apollo.com)Pay attention to yields, not what the Fed says. (trendla...
Personalizing Lifespan Assumptions For More Accurate So...
There's a long-standing aphorism amongst financial planners about the difficulty in doing retirement planning: if the client could...
Weekend Reading For Financial Planners (August 1–2)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a rec...
Warsh’s Wall Street cred takes a hit as investors doubt...
Kevin Warsh insists the Federal Reserve will do whatever it takes to reduce U.S. inflation to its 2% target, but investors aren’t ...
Why Microsoft’s stock soared to a historic gain after e...
The company’s cloud business is sporting impressive growth, and Microsoft expects to avoid heading into cash-burn mode as it spend...
Micron, Sandisk and other chip stocks get major boosts ...
Microsoft is spending heavily on AI but is also taking a “responsible” approach to its financials, an analyst said.
Meta’s stock falls hard. Here’s why the company is in W...
Meta’s spending on AI is ramping, and investors want proof that the company can make serious money in areas other than advertising...
Software stocks are fading — but these 4 could shine th...
Evercore recommends Microsoft, ServiceNow, Salesforce and Samsara.
Get ready to buy the dip in tech stocks. Why the recent...
The stock-market selloff in July looks more like a stress test than a breaking point.
Can credit cards survive AI shopping? Why Mastercard’s ...
Mastercard is positioning itself for ‘agentic commerce’ as the payment-technology world evolves
Implosion of Situational Awareness hedge fund has Wall ...
One of the wildest months in recent memory for the U.S. stock market is ending on yet another remarkable note: A highflying hedge ...
Jersey Mike’s spent almost ‘zero dollars’ on digital ma...
The CEO of the newly public sandwich chain says the company needs to be more proactive about reaching younger customers.
Empty seats? Concert giant Live Nation says ticket sale...
In the wake of online chatter about high-profile tour cancellations, Ticketmaster’s parent company said artists aren’t ditching sh...
Personal finance links: how life unfolds
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the...
Wednesday links: holding grudges
Mag 7The Mag 7 era for markets is over. (chartkidmatt.com)CDS spreads for the Mag 7 companies are on the rise. (apollo.com)Strateg...
Longform links: obsolete virtues
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can chec...
Thursday links: privacy as a luxury good
MarketsThe 30-year Treasury yield is at its highest level since 2007. (cnbc.com)The equal-weighted S&P 500 is at a new all-time hi...
(Lack of) Situational Awareness
Hedge Fund Pitch: Theranos, but for AI These things always look obvious in hindsight. The chatter I have been hearing from t...