Friday links: sorting and choosing
MarketsThis model has turned bearish for the first time in two years. (bloomberg.com)Six reasons why the stock market turned on a dime. (downtownjoshbrown.com)Americans say real estate and gold are the best long term investments. (cnbc.com)Fund managementActive management industry has to remake itself to survive. (blogs.cfainstitute.org)Target-date fund managers want clear guidance on including private assets. (morningstar.com)Private equity is coming for retail, like it or not. (awealthofcommonsense.com)AIHow is xAI powering its servers? (newyorker.com)Why data center companies love the Midwest. (axios.com)AI data centers are very, very thirsty. (bloomberg.com)Earlier on Abnormal ReturnsPodcast links: mainstreaming alts. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: corporate convergence. (abnormalreturns.com)How to contribute to the Jonathan Clements Getting Going on Savings Initiative. (abnormalreturns.com)The gold dilemma isn't going anywhere. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be! (abnormalreturns.com)Mixed mediaCreators are spending big on infrastructure. (hollywoodreporter.com)Synthetic diamonds are taking market share. (nytimes.com)Cargo theft is on the rise. (cnbc.com)
Markets
- This model has turned bearish for the first time in two years. (bloomberg.com)
- Six reasons why the stock market turned on a dime. (downtownjoshbrown.com)
- Americans say real estate and gold are the best long term investments. (cnbc.com)
Fund management
- Active management industry has to remake itself to survive. (blogs.cfainstitute.org)
- Target-date fund managers want clear guidance on including private assets. (morningstar.com)
- Private equity is coming for retail, like it or not. (awealthofcommonsense.com)
AI
- How is xAI powering its servers? (newyorker.com)
- Why data center companies love the Midwest. (axios.com)
- AI data centers are very, very thirsty. (bloomberg.com)
Earlier on Abnormal Returns
- Podcast links: mainstreaming alts. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: corporate convergence. (abnormalreturns.com)
- How to contribute to the Jonathan Clements Getting Going on Savings Initiative. (abnormalreturns.com)
- The gold dilemma isn't going anywhere. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be! (abnormalreturns.com)
