Markets
- Sorting cyclical from secular bull and bear markets. (awealthofcommonsense.com)
- There is a whole class of pundits out there trying to knock you off your game. (downtownjoshbrown.com)
- Cullen Roche, “So high valuations are evidence of long-term certainty, but can also create huge amounts of near-term uncertainty.” (disciplinefunds.com)
Companies
- Companies really are leaving California. (ft.com)
- Remember when Chief Metaverse Officers were a thing? (wired.com)
- Is the Midwest the last ‘climate haven’ for companies? (fastcompany.com)
AI
- How can OpenAI raise all the capital it needs? (spyglass.org)
- Using bots and AI to apply for thousands of jobs. (404media.co)
- AI is going to have unexpected effects. (thewaiterspad.com)
Economy
- Weekly initial unemployment claims ticked higher on hurricane-related job loss. (calculatedriskblog.com)
- September CPI showed 2.4% year-over-year inflation. (bonddad.blogspot.com)
- The U.S. really is seeing the ‘best economy in decades.’ (noahpinion.blog)
Earlier on Abnormal Returns
- Longform links: US cultural dominance. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: opting out of the game. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
