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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)
Mixed media
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