New
Tuesday Links: Being Distinctly Human
AI
- What is an 'AI stock'? Nobody really knows. (trendlabs.com)
- Security is a big business for AI. (tomtunguz.com)
- Anthropic is becoming more efficient with compute. (morningstar.com)
- Why people will pay a premium for human attention. (newsletter.drorpoleg.com)
Companies
- GM ($GM) is switching to the Nasdaq. (nytimes.com)
- Why LVMH stock is nearly 60% off its highs. (whyisthisinteresting.substack.com)
- When companies get into trouble, female executives are often the scapegoats. (bloomberg.com)
ETFs
- Managed futures ETFs are having a moment. (thedailyupside.com)
- Janus Henderson is launching the first-ever licensed tokenized fund tracking the Nasdaq-100 Index. (wsj.com)
Gambling
- The NBA is getting into bed with Kalshi and Polymarket. (nytimes.com)
- Polymarket is fielding tips about election insider trading. (npr.org)
- Regulators are probing how gambling companies target customers. (nytimes.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)
Economy
- Per Case-Shiller, national home prices rose 2.1% through August. (calculatedrisk.substack.com)
- Why the Fed will likely skip a hike this month. (conorsen.substack.com)
- Why inflation is unlikely to ease up any time soon. (apollo.com)
- Nobody experiences 'core' inflation. (ritholtz.com)
Earlier on Abnormal Returns
- Research links: fundamental explanations. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: asking for referrals. (abnormalreturns.com)
Mixed media
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