Quote of the Day
"Too much intelligence can be a dangerous thing because it can lead to overconfidence in your own abilities. And when others around you assume intelligence is the be-all, end-all, no one else holds you accountable for your decisions."
(Ben Carlson)
Bonds
- Fixed income finally has some income. (morningstar.com)
- The bond market is returning to some level of normalcy. (mrzepczynski.blogspot.com)
Companies
- India just saw its biggest IPO, Jio Platforms, in history. (axios.com)
- SK Hynix ($SKHY) earnings were off the charts. (cnbc.com)
AI
- Ten takeaways from the Anthropic ($ANT) S-1. (thezvi.substack.com)
- The biggest surprises in Anthropic's S-1. (axios.com)
- Why Anthropic's gross margins matter. (semafor.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter.Work in wealth management? (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
China
- Chinese EVs are all over Mexico. (wapo.st)
- Chinese auto makers compete like crazy at home. (wsj.com)
- Honda ($HMC) is worried about Chinese manufacturers. (axios.com)
Global
- America runs on Canadian aluminum. (wsj.com)
- How German manufacturing lost its edge. (klementoninvesting.substack.com)
- The Black Sea is a deadly stretch for sailors and ships. (giftarticle.ft.com)
Economy
- The AI build out is driving manufacturing demand. (bonddad.blogspot.com)
- The Fed is still full of chatterboxes. (wsj.com)
Earlier on Abnormal Returns
- Personal finance links: finding enough. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: fundamental explanations. (abnormalreturns.com)
