Sunday links: unfolding reality
MarketsSome reasons to be bearish including frothy retail behavior. (awealthofcommonsense.com)Low correlations should make for better stock picking, right, right?!? (tker.co)CompaniesApple ($AAPL) sued OpenAI for IP theft.. (spyglass.org)SK Hynix had a strong opening day in the U.S. (morningstar.com)AIWhy Zuck is launching 'Meta Cloud.' (spyglass.org)How Cloudflare ($NET) plans to combat AI scraping. (semafor.com)Crypto companies continue to pivot to AI. (bloomberg.com)What ultimately happens if frontier models become 'commodity infrastructure'? (ben-evans.com)SlopAI slop has come for coding. Who will clean up the mess? (giftarticle.ft.com)Social media is increasingly filled with AI slop. (404media.co)How to spot AI slop. (futurism.com)ScienceThe NSF plans to cut core science funding programs. (nature.com)America's top universities are enrolling 15% fewer PhD students. (nytimes.com)When you dismantle the scientific funding ecosystem it's hard to rebuild it. (whyisthisinteresting.su
Markets
- Some reasons to be bearish including frothy retail behavior. (awealthofcommonsense.com)
- Low correlations should make for better stock picking, right, right?!? (tker.co)
Companies
- Apple ($AAPL) sued OpenAI for IP theft.. (spyglass.org)
- SK Hynix had a strong opening day in the U.S. (morningstar.com)
AI
- Why Zuck is launching 'Meta Cloud.' (spyglass.org)
- How Cloudflare ($NET) plans to combat AI scraping. (semafor.com)
- Crypto companies continue to pivot to AI. (bloomberg.com)
- What ultimately happens if frontier models become 'commodity infrastructure'? (ben-evans.com)
Slop
- AI slop has come for coding. Who will clean up the mess? (giftarticle.ft.com)
- Social media is increasingly filled with AI slop. (404media.co)
- How to spot AI slop. (futurism.com)
Science
- The NSF plans to cut core science funding programs. (nature.com)
- America's top universities are enrolling 15% fewer PhD students. (nytimes.com)
- When you dismantle the scientific funding ecosystem it's hard to rebuild it. (whyisthisinteresting.substack.com)
- The administration is putting ideology over science. (noahpinion.blog)
- Independent science has been 'an American virtue.' (marginalrevolution.com)
- Seriously, this is really bad for American science. (danieldrezner.substack.com)
CDC
- The CDC cut funding for FoodNet which tracked pathogens like cyclospora. (huffpost.com)
- Why it's been difficult to pin down the source of the cyclosporiasis outbreak. (washingtonpost.com)
- Our understanding of how Cyclospora spreads is limited. (theatlantic.com)
State and local
- Calls to cut property taxes abound, but states have to generate tax revenue one way or another. (axios.com)
- The Trump administration continues to deny disaster relief for blue states. (politico.com)
- Chicago's public pension funds are 'near insolvency.' (ft.com)
Immigation
- The flow of refugees to the U.S. has essentially stopped. (notus.org)
- How noncitizen spouses are getting caught up in immigration sweeps. (npr.org)
- Alex Pretti and Renee Good's murders have yet to be properly investigated. (theatlantic.com)
- This claim used to dispute birthright citizenship is bunk. (thebulwark.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Defense
- The US military lost dozens of Reaper drones in missions over Iran. (arstechnica.com)
- A look inside Helsing's drone factory in Germany. (nytimes.com)
- Trump hasn't killed NATO, yet. (theatlantic.com)
Economy
- Jevon's paradox in the workplace. (apollo.com)
- Is AI investment immune to higher interest rates? (econbrowser.com)
- AI doesn't outlaw the laws of economics. (rockandturner.substack.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
Mixed media
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