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Quote of the Day
"For almost any time horizon, the opportunity set of tomorrow is a legitimate competitor for today’s investment dollars."
(Ted Seides)
Chart of the Day
30-year mortgage rates are higher than history implies. (See this about MBS spreads.)
Strategy
- What does ChatGPT know about investing? (morningstar.com)
- Why fund managers don't want to talk about skill. (behaviouralinvestment.com)
- Money market mutual fund assets are surging. (axios.com)
Companies
- Microsoft ($MSFT) and Google ($GOOGL) are pushing ahead with AI despite their limitations. (nytimes.com)
- The metaverse was a 'fever dream.' (youngmoney.co)
- Tech stock investors love big layoffs. (axios.com)
VC
- VC funding fell sharply in Q1 2023. (news.crunchbase.com)
- VCs are holding onto their cash. (caia.org)
- Startups have shifted to capital efficiency. (tomtunguz.com)
- Some publicly traded VC funds are trading at big discounts to NAV. (ft.com)
- Why health care startups often use human names. (news.crunchbase.com)
AI
- Why you need to think about how AI may change your career. (thereformedbroker.com)
- Generative AI has a copyright problem. (hbr.org)
- Stability AI is burning through cash. (semafor.com)
- There is a tension between AI and standard apps. (bigtechnology.com)
- Why brands even more valuable in the age of generative AI. (paperandblocks.com)
Finland
- Finland's people are more content than happy. (nytimes.com)
- Finland is now officially a part of NATO. (axios.com)
Europe
- Norway is now the guarantor of European energy. (nytimes.com)
- The London stock exchange has become a 'backwater.' (ft.com)
- The war in Ukraine has hollowed out Russia's technology sector. (technologyreview.com)
- Where Ukrainian refugees have fled. (visualcapitalist.com)
Economy
- The March NFP report shows a 3.5% unemployment rate which is the lowest since the 1970s. (calculatedriskblog.com)
- The employment economy is not in recession. (bonddad.blogspot.com)
- The ISM services number is in steep decline. (disciplinefunds.com)
- Construction jobs are going unfilled. (npr.org)
Earlier on Abnormal Returns
- Podcast links: equity option solutions. (abnormalreturns.com)
- Longform links: the wider financial world. (abnormalreturns.com)
- Personal finance links: the home buying decision. (abnormalreturns.com)
- Research links: outpeformance obsession. (abnormalreturns.com)
- Adviser links: spreadsheet knowledge. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
