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Friday links: unclear outcomes
MarketsNvidia ($NVDA) stock is struggling. (sherwood.news)European stocks are not struggling. (ft.com)StrategyHow to think about liquid alternatives in a portfolio (morningstar.com)Barry Ritholtz's "How NOT to Invest" is a master class for investors. (disciplinefunds.com)ETFsThe major players are rushing to launch money market fund ETFs. (riabiz.com)ETF traders are now seeing the downside of leverage. (wsj.com)AIAI models were trained on pirated books. See which ones here. (theatlantic.com)OpenAI o1-pro was the most expensive model in AI history. (sherwood.news)How well do AI search engines cite actual sources? (cjr.org)Why AI still struggles to extract data from PDFs. (arstechnica.com)Can AI help suss out counterfeit art? (wired.com)The MilitaryTens of thousands of Afghans who have Special Immigrant Visa status are stranded outside the U.S. (theatlantic.com)Closing the Pentagon's Office of Net Assessment won't hurt today, but it will down the road. (bloomberg.com)Why the military has to pay attention to climate change. (theconversation.com)UkraineUnder what circumstances does abandoning data on kidnapped Ukrainian children make sense? (wapo.st)What makes you think Putin wants peace? (nytimes.com)EconomyRegional manufacturing surveys are rolling over. (bonddad.blogspot.com)Some unconventional measures of economic weakness. (ft.com)Americans are anxious about their jobs. (axios.com)Earlier on Abnormal ReturnsPodcast links: unleashing abundance. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: a vision of the future. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaWe like to forget it, but the risk of nuclear annihilation never disappeared. (advisorperspectives.com)It's easy to forget, but the online world isn't real. (theconvivialsociety.substack.com)
Markets
Strategy
- How to think about liquid alternatives in a portfolio (morningstar.com)
- Barry Ritholtz's "How NOT to Invest" is a master class for investors. (disciplinefunds.com)
ETFs
- The major players are rushing to launch money market fund ETFs. (riabiz.com)
- ETF traders are now seeing the downside of leverage. (wsj.com)
AI
- AI models were trained on pirated books. See which ones here. (theatlantic.com)
- OpenAI o1-pro was the most expensive model in AI history. (sherwood.news)
- How well do AI search engines cite actual sources? (cjr.org)
- Why AI still struggles to extract data from PDFs. (arstechnica.com)
- Can AI help suss out counterfeit art? (wired.com)
The Military
- Tens of thousands of Afghans who have Special Immigrant Visa status are stranded outside the U.S. (theatlantic.com)
- Closing the Pentagon's Office of Net Assessment won't hurt today, but it will down the road. (bloomberg.com)
- Why the military has to pay attention to climate change. (theconversation.com)
Ukraine
- Under what circumstances does abandoning data on kidnapped Ukrainian children make sense? (wapo.st)
- What makes you think Putin wants peace? (nytimes.com)
Economy
- Regional manufacturing surveys are rolling over. (bonddad.blogspot.com)
- Some unconventional measures of economic weakness. (ft.com)
- Americans are anxious about their jobs. (axios.com)
Earlier on Abnormal Returns
- Podcast links: unleashing abundance. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: a vision of the future. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
