Wednesday links: being held accountable
BondsFixed income finally has some income. (morningstar.com)The bond market is returning to some level of normalcy. (mrzepczynski.blogspot.com)CompaniesIndia just saw its biggest IPO, Jio Platforms, in history. (axios.com)SK Hynix ($SKHY) earnings were off the charts. (cnbc.com)AITen takeaways from the Anthropic ($ANT) S-1. (thezvi.substack.com)The biggest surprises in Anthropic's S-1. (axios.com)Why Anthropic's gross margins matter. (semafor.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter.Work in wealth management? (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)ChinaChinese EVs are all over Mexico. (wapo.st)Chinese auto makers compete like crazy at home. (wsj.com)Honda ($HMC) is worried about Chinese manufacturers. (axios.com)GlobalAmerica runs on Canadian aluminum. (wsj.com)How German manufacturing lost its edge. (klementoninvesting.substack.com)The Black Sea is a deadly s
Bonds
- Fixed income finally has some income. (morningstar.com)
- The bond market is returning to some level of normalcy. (mrzepczynski.blogspot.com)
Companies
- India just saw its biggest IPO, Jio Platforms, in history. (axios.com)
- SK Hynix ($SKHY) earnings were off the charts. (cnbc.com)
AI
- Ten takeaways from the Anthropic ($ANT) S-1. (thezvi.substack.com)
- The biggest surprises in Anthropic's S-1. (axios.com)
- Why Anthropic's gross margins matter. (semafor.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter.Work in wealth management? (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
China
- Chinese EVs are all over Mexico. (wapo.st)
- Chinese auto makers compete like crazy at home. (wsj.com)
- Honda ($HMC) is worried about Chinese manufacturers. (axios.com)
Global
- America runs on Canadian aluminum. (wsj.com)
- How German manufacturing lost its edge. (klementoninvesting.substack.com)
- The Black Sea is a deadly stretch for sailors and ships. (giftarticle.ft.com)
Economy
- The AI build out is driving manufacturing demand. (bonddad.blogspot.com)
- The Fed is still full of chatterboxes. (wsj.com)
Earlier on Abnormal Returns
- Personal finance links: finding enough. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: fundamental explanations. (abnormalreturns.com)
Mixed media
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