Monday links: a jumble of stuff
MarketsMarkets react to narratives. You don't have to. (optimisticallie.com)Degeneracy is nothing new, but the modern scale of it is breathtaking. (howardlindzon.com)DeepSeekA DeepSeek FAQ. (stratechery.com)DeepSeek is #1 in the App Store. (engadget.com)What the sell-side says about DeepSeek. (ft.com)How DeepSeek affects Meta, Google, Microsoft and OpenAI. (spyglass.org)How DeepSeek got where it is today. (venturebeat.com)Ironically, limitations may accelerated China's AI efforts. (axios.com)How DeepSeek's success could affect Nvidia ($NVDA) chip sales. (sherwood.news)M.G. Siegler and Alex Kantrowitz talk all things DeepSeek. (podcasts.apple.com)StarbucksThe in-store Starbucks ($SBUX) experience is getting a makeover. (axios.com)We never should have relied on Starbucks ($SBUX) for public restrooms. (theatlantic.com)GlobalGermany's economy is at a crossroads. (wsj.com)The more the U.S. bullies other countries, the more likely they will turn to China. (danieldrezner.substack.com)The Russian economy is struggling with the ongoing costs of war. (fortune.com)Soft power matters for countries. (klementoninvesting.substack.com)Earlier on Abnormal ReturnsAdviser links: a strong indicator. (abnormalreturns.com)Why 'critical ignoring' is a crucial skill these days. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaAustin is one of the few cities where rents are falling. (texastribune.org)Exceptions to RTO policies happen...for stars. (wsj.com)How to re-frame your commute. (behavioralscientist.org)
Markets
- Markets react to narratives. You don't have to. (optimisticallie.com)
- Degeneracy is nothing new, but the modern scale of it is breathtaking. (howardlindzon.com)
DeepSeek
- A DeepSeek FAQ. (stratechery.com)
- DeepSeek is #1 in the App Store. (engadget.com)
- What the sell-side says about DeepSeek. (ft.com)
- How DeepSeek affects Meta, Google, Microsoft and OpenAI. (spyglass.org)
- How DeepSeek got where it is today. (venturebeat.com)
- Ironically, limitations may accelerated China's AI efforts. (axios.com)
- How DeepSeek's success could affect Nvidia ($NVDA) chip sales. (sherwood.news)
- M.G. Siegler and Alex Kantrowitz talk all things DeepSeek. (podcasts.apple.com)
Starbucks
- The in-store Starbucks ($SBUX) experience is getting a makeover. (axios.com)
- We never should have relied on Starbucks ($SBUX) for public restrooms. (theatlantic.com)
Global
- Germany's economy is at a crossroads. (wsj.com)
- The more the U.S. bullies other countries, the more likely they will turn to China. (danieldrezner.substack.com)
- The Russian economy is struggling with the ongoing costs of war. (fortune.com)
- Soft power matters for countries. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Adviser links: a strong indicator. (abnormalreturns.com)
- Why 'critical ignoring' is a crucial skill these days. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
