Tuesday links: an essential piece of the plan
Rates The rates environment has changed, forever. (mrzepczynski.blogspot.com) No matter where you look rates are rising. (allstarcharts.com) America's annualized interest expense now exceeds defense spending. (axios.com) Markets We are in the midst of a legitimate bull market. (awealthofcommonsense.com) Fund managers are historically bullish. (ft.com) Energy stocks are at new all-time highs.…
Tuesday links delve into various aspects of the current financial landscape. The rates environment has undergone significant changes, with interest rates consistently on the rise. America's annualized interest expense now surpasses defense spending, a notable shift. The market is witnessing a legitimate bull market, with fund managers maintaining a historically bullish stance.
Energy stocks have reached new all-time highs, reflecting strong performance. Warren Buffett played a key role in Berkshire Hathaway's acquisition of Alphabet shares. Volatility has been a factor, leading to the filing of an exchange-traded fund (ETF) for every NHL team. Independent fund managers face the dual responsibility of serving as CEO and portfolio manager.
Anthropic, an AI company, reportedly boasts a $65 billion revenue run rate. An OpenAI data center, backed by Nvidia, is being constructed in Ohio, marking a significant investment. Sascha Steffen discusses the conversion of short-lived hardware into long-dated, investment-grade paper through borrowing credit. The article touches on the impact of AI on early career workers, the changing nature of work, and finding employment in the digital age.
Violent crime rates have declined in 2025, with Baltimore experiencing a dramatic drop in homicide rates. The Federal Reserve's credibility is emphasized through a speech by Claudia Sahm and Warsh's Jackson Hole address. Fiscal relief remains elusive for concerns in the bond market. The AI boom is contributing to increased manufacturing output.
Advisers are highlighted as essential business professionals, facing a human-centric approach in their work. In sports, the costs associated with team ownership have become prohibitively high, even for billionaires. The new minority owners of Liverpool have the option to take majority control. Team owners appear increasingly detached from their cities.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
