Upcoming IPOs Amid Pessimistic Job Outlook and AI Risks
🆓 Monday links: a slew of coming IPOs, pessimistic about job prospects, and the downside of AI note takers. https://t.co/jJGsdiTNZI image: https://t.co/FjyMYb7SEH https://t.co/DwR3EhRCKj
Average Returns Are Illusion; Airlines Need Data-Driven Profitability
🆓 Sunday links: the illusion of average returns, maintaining airline profitability, and the downside of skimping on economic data collection. https://t.co/1xzkfUMG96 image: https://t.co/kbfVS5Wdfv https://t.co/qXgjSeKAJa
Autonomous Trucks, Balcony Solar, and Smoking’s End
🆓 Saturday links: autonomous semis, how balcony solar works, and the end of the potential cigarette. https://t.co/PneyvAjCmx image: https://t.co/4al7h25pKW https://t.co/ikJEZyRXAd
Constraints Shape Culture, Careers, and Energy Systems
✍️ Longform links: the importance of constraints, the birth of the Yuppie, and how oil refineries work. https://t.co/jc8UyHXyDr chart: https://t.co/cHsbA1BFSi https://t.co/9jdh5VT6cv
Master Compounding, Elder Care Costs, and Thriving Financially
💰 Personal finance links: how compounding works, the costs of elder care, and the difference between surviving and thriving. https://t.co/EvzMA2y8KQ image: https://t.co/pgzxOLz32C https://t.co/Gn6dKGKPBq
Diversification Costs, Real Estate Split, AI Ad Math Explained
🆓 Tuesday links: the cost of diversification, the differences between public and private real estate, and the math behind ad-supported AI. https://t.co/qTsfTo1J4s chart: https://t.co/kAk8Mgw5TZ https://t.co/Nm86w8UAkJ
AI Models Reveal Nonlinear Momentum Drives IPO Pricing
🔬 Research links: AI trading models, nonlinear momentum effects, and what drives IPO pricing. https://t.co/dyI05TwnpR chart: https://t.co/llxAXcYOie https://t.co/kGJY7p4xeA
Seeking 100‑Baggers, Berkshire Halo, Walk‑and‑Talk Meetings
🆓 Monday links: the hunt for 100-baggers, Berkshire as HALO, and in praise of walk-and-talk work meetings. https://t.co/TlGNbORvDE image: https://t.co/bqv2egbuwD https://t.co/dwX2ymZU0d
AI Advisers Surge in Demand Amid Stock Concentration
🆕 Adviser links: customer demand for AI advisers, supporting early career advisers, and the concentrated stock calculus. https://t.co/LNrRGAX3Em chart: https://t.co/JTu8SCqvgj https://t.co/fMQeMllv0t
Scarcity ≠ New Asset Class, Even Sports Stakes
🏈 Don't confuse something scarce, like a stake in a pro sports franchise, for a novel asset class. https://t.co/S3h4LDqoAi chart: https://t.co/2HPhJ1vBou https://t.co/mMegN06YAd
Uncertainty Reigns, Berkshire Shifts, Press Freedom Declines
🆓 Sunday links: the age of uncertainty, a new era at Berkshire Hathaway, and falling press freedom around the world. https://t.co/SMlUpa8zDf chart: https://t.co/QRUfAnYMyg https://t.co/vyvBDmml98
EVs Improve, Space War Looms, Food Nutrition Declines
🆓 Saturday links: growing EV range, the risk of war in space, and the falling nutritional value of food. https://t.co/JApt4rVwPI image: https://t.co/2VMu4El5gW https://t.co/N93cSX3Jk6
Thursday Links: Hedge Volatility, SpaceX IPO, Rising Hyperscaler Capex
🆓 Thursday links: avoiding volatility, the SpaceX IPO, and soaring hyperscaler capex. https://t.co/vT9QNtLhAY image: https://t.co/twlPXP3nSP https://t.co/Oyb0ozEfTu
Elite Success Breeds Isolation and Forgotten Fundamentals
✍️ Longform links: what the hyper-rich forget, how modern chip making works, and the lonely life of elite chess grandmasters. https://t.co/3HqOLRAZ4F chart: https://t.co/06hhHlEeKo https://t.co/G7TGJjxS5e
Key Finance Tips: College Costs, Retirement Timing, Tax Refund Ideas
💰 Personal finance links: paying for college, a bad year to retire, and things to do with a tax refund. https://t.co/IciYnkS3Od image: https://t.co/qERaT4pLag https://t.co/JULFagq6xC