Tuesday links: connecting the dots
FinanceSome brand name companies, i.e. Oura Health, are coming to the IPO market. (wsj.com)PE firms are digging into their bag of tricks to return capital to investors. (bloomberg.com)The Guggeinheim universe is nothing if not complicated. (mispricedassets.substack.com)AIStartups and incumbents have very different incentives when it comes to AI. (stratechery.com)How data center operators sleepwalked into a political crisis. (politico.com)How the AI build out is working its way through various bottlenecks. (tomtunguz.com)The Flock Safety backlash is related to the AI backlash. (wsj.com)A new Apple ($AAPL) Mac Mini is here. (appleinsider.com)LettuceGiven all the issues, why do we bother with lettuce? (wapo.st)The many ways that a bag of salad can go wrong. (nytimes.com)Can startups help solve the food safety crisis? (pitchbook.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talkin
Finance
- Some brand name companies, i.e. Oura Health, are coming to the IPO market. (wsj.com)
- PE firms are digging into their bag of tricks to return capital to investors. (bloomberg.com)
- The Guggeinheim universe is nothing if not complicated. (mispricedassets.substack.com)
AI
- Startups and incumbents have very different incentives when it comes to AI. (stratechery.com)
- How data center operators sleepwalked into a political crisis. (politico.com)
- How the AI build out is working its way through various bottlenecks. (tomtunguz.com)
- The Flock Safety backlash is related to the AI backlash. (wsj.com)
- A new Apple ($AAPL) Mac Mini is here. (appleinsider.com)
Lettuce
- Given all the issues, why do we bother with lettuce? (wapo.st)
- The many ways that a bag of salad can go wrong. (nytimes.com)
- Can startups help solve the food safety crisis? (pitchbook.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)
Marijuana
- More Americans are using marijuana. (semafor.com)
- Teenagers have access to stronger marijuana than ever before. (nytimes.com)
- Marijuana smoke as a public nuisance. (wsj.com)
Chicago
- Chicago home prices are leading the way in the past year. (marketwatch.com)
- While Chicago's fiscal woes seem intractable. (wsj.com)
Economy
- When will the home sales slump end? (calculatedrisk.substack.com)
- The Fed should pay more attention to the housing market. (conorsen.substack.com)
- Derek Thompson talks with Conor Sen about housing, interest rates and AI's effect on the economy. (podcasts.apple.com)
- Who is not working and why? (flowingdata.com)
Earlier on Abnormal Returns
- Research links: judgment and accountability. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: doing more and more. (abnormalreturns.com)
Mixed media
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