Finance
- Some brand name companies, i.e. Oura Health, are coming to the IPO market. (wsj.com)
- PE firms are digging into their bag of tricks to return capital to investors. (bloomberg.com)
- The Guggeinheim universe is nothing if not complicated. (mispricedassets.substack.com)
AI
- Startups and incumbents have very different incentives when it comes to AI. (stratechery.com)
- How data center operators sleepwalked into a political crisis. (politico.com)
- How the AI build out is working its way through various bottlenecks. (tomtunguz.com)
- The Flock Safety backlash is related to the AI backlash. (wsj.com)
- A new Apple ($AAPL) Mac Mini is here. (appleinsider.com)
Lettuce
- Given all the issues, why do we bother with lettuce? (wapo.st)
- The many ways that a bag of salad can go wrong. (nytimes.com)
- Can startups help solve the food safety crisis? (pitchbook.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)
Marijuana
- More Americans are using marijuana. (semafor.com)
- Teenagers have access to stronger marijuana than ever before. (nytimes.com)
- Marijuana smoke as a public nuisance. (wsj.com)
Chicago
- Chicago home prices are leading the way in the past year. (marketwatch.com)
- While Chicago's fiscal woes seem intractable. (wsj.com)
Economy
- When will the home sales slump end? (calculatedrisk.substack.com)
- The Fed should pay more attention to the housing market. (conorsen.substack.com)
- Derek Thompson talks with Conor Sen about housing, interest rates and AI's effect on the economy. (podcasts.apple.com)
- Who is not working and why? (flowingdata.com)
Earlier on Abnormal Returns
- Research links: judgment and accountability. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: doing more and more. (abnormalreturns.com)