Quote of the Day
"The key to preventing a financial crisis is to keep the non-regulated (or poorly regulated) areas of finance out of the financial system."
(Bill McBride)
Aging
- The investment themes of an aging world. (polymathinvestor.com)
- The financial consequences of increased longevity. (mathinvestor.org)
GPT-5
- A round-up of reactions to the GPT-5 release. (thezvi.substack.com)
- On the GPT-5 backlash. (spyglass.org)
CS
- New computer science grads are struggling to find jobs. (nytimes.com)
- AI degree programs are popping up at colleges. (msn.com)
Work
- An excerpt from "The Happiness Files: Insights on Work and Life" by Arthur Brooks. (theatlantic.com)
- On the benefits of re-skilling workers. (papers.ssrn.com)
- Are you writing for humans or AI? (localghost.dev)
Economy
- Per the July CPI report, services inflation has bottomed. (calculatedriskblog.com)
- The mix of consumer inflation is shifting. (bonddad.blogspot.com)
- Comparing the state of the expansion against prior business cycles. (capitalspectator.com)
- Trust in economic statistics is easily lost. (axios.com)
- A look at the track record of the future BLS Commissioner. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: in search of value. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: happy hunting. (abnormalreturns.com)
- Everything is disruptable, and even if it isn't, you should act as if it is. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
