Quote of the Day
"In a way, Sora feels like enabling everyone to be a TikTok creator."
(M.G. Siegler)
Markets
- Gold is on its way to its best annual performance since 1979. (ft.com)
- Why pod shops have jumped into the commodities business. (rupakghose.substack.com)
Strategy
- Seasonality is irrelevant for most investors. (optimisticallie.com)
- Don't get too cute with your bond allocation. (morningstar.com)
Semiconductors
- OpenAI is reportedly taking a stake in AMD ($AMD). (cnbc.com)
- Why Taiwan Semi ($TSM) is the best at what they do. (thetranscript.substack.com)
Economy
- AI spending is covering up weakness in the American economy. (nytimes.com)
- Some signs of a pickup in inflation. (apolloacademy.com)
- U.S. oil production keeps heading higher. (sherwood.news)
Earlier on Abnormal Returns
- Adviser links: preparing for the worst. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don't miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
