Quote of the Day
"This should be the year you stop trying so hard to turn yourself into a better person, and focus instead on actually leading a more absorbing life."
(Oliver Burkeman)
Markets
- Materials and energy are leading in 2026. (capitalspectator.com)
- Does it matter that the Mag 7 is undeperforming? (trendlabs.com)
Companies
- Nvidia ($NVDA) is in its third boom phase. (tomtunguz.com)
- Bitmine ($BMNR) is investing $200 in Beast Industries. (statnews.com)
Prediction markets
- Kalshi and Polymarket are both working on parlay solutions. (ft.com)
- The two biggest prediction markets, Kalshi and Polymarket, have Don Jr. as an advisor. (nytimes.com)
Health care
- Pharma companies are on an acquisitions spree. (sherwood.news)
- Boston Scientific ($BSX) is buying Penumbra. (medtechdive.com)
OpenAI
- A look at the value of all the AI companies founded by OpenAI alumni. (spyglass.org)
- A failure of OpenAI doesn't mean AI will have failed. (nytimes.com)
AI
- Why voice matters for AI. (spyglass.org)
- Why everyone is talking about Claude Code. (theatlantic.com)
- Morningstar ($MORN) has launched an index tracking late-stage pure-play GenAI companies. (wealthmanagement.com)
- Background checks are more important in the age of AI. (forbes.com)
- The data center boom bypassed Ireland. (bloomberg.com)
Economy
- Still no sign of a pickup in initial jobless claims. (bonddad.blogspot.com)
- Capital goods spending is on the rise. (apolloacademy.com)
- An American manufacturing renaissance is nowhere to be seen in the data. (bloomberg.com)
Earlier on Abnormal Returns
- Longform links: moral clarity. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: creating capital. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
