Quote of the Day
"Just on the leadership level, multiple points of bad judgement suggests a pattern. Lying about lying confirms it."
(M.G. Siegler)
Markets
- Nvidia ($NVDA) stock has played a key role in this bull market. (morningstar.com)
- Somebody was making bank on a big bearish Nvidia ($NVDA) options trade. (ft.com)
Nvidia
- Investors have been willing to overlook fundamental issues at Nvidia ($NVDA) for awhile. (asymco.com)
- Nvidia ($NVDA) is an example of governance failure. (newsletter.platypuseconomics.com)
- You can only lie to your board of directors so much. (spyglass.org)
- Why did the Trump administration look the other way when it came to Huang and China? (thebulwark.com)
- Some signs that Jensen Huang was due for a fall. (nytimes.com)
Prediction markets
- Don Jr. is now all-in on Polymarket. (futurism.com)
- The vast majority of Americans view prediction markets as gambling. (semafor.com)
AI
- Kevin Roose and Casey Newton discuss the rapid progress in AI and the fears some doomers have. (youtube.com)
- Pablo Torre talks with Josh Tyrangiel about the prospects for AI regulation. (podcasts.apple.com)
- Dr. Eric Topol talks with Prof. Ethan Mollick, author of "Co-Intelligence: Living and Working with AI." (podcasts.apple.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)
Defense
- Cheap ballistic missiles have upended military thinking. (wsj.com)
- A look at rising European defense spending. (apollo.com)
- How the Black Sea became a ship killing zone. (wsj.com)
Economy
- Existing home sales are plumbing new lows. (bonddad.blogspot.com)
- Less frequent Fed meetings ups the stakes of each one. (nytimes.com)
Earlier on Abnormal Returns
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: demographic assumptions. (abnormalreturns.com)
