Quote of the Day
"But when fraud, corruption, cronyism or market manipulation reaches acute levels, it is natural and arguably desirable that the index providers actively play at least a modest gatekeeping role when local regulators and bourses utterly fail to do so."
(Robin Wigglesworth)
Anthropic
AI
- Nobody knows how all this is going to work out. (awealthofcommonsense.com)
- Eric Kantrowitz talks AI with Alphabet ($GOOGL) CEO Sundar Pinchai. (bigtechnology.com)
- Anthropic is moving closer to recursive self-improvement. (theargumentmag.com)
Data centers
- The data center industry needs a reset. (econofact.org)
- Winners and losers if the data center build out slows down. (apollo.com)
- The data center boom is bumping up against real world constraints. (ft.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Economy
- Why the Fed should hike rates. (stayathomemacro.substack.com)
- The housing market is stuck in the mud. (calculatedrisk.substack.com)
- Is the labor market more at-risk today of an economic shock? (snippet.finance)
- A look at the gap between expected consumer sentiment based on economic fundamentals and actual consumer sentiment. (newsletter.platypuseconomics.com)
Earlier on Abnormal Returns
- Personal finance links: statistics vs. stories. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: incentive contracts. (abnormalreturns.com)
