Sunday links: massive investments
Strategy Five stock market myths including 'Stock market returns revert to a mean.' (tker.co) More data doesn't necessarily make for better investing. (awealthofcommonsense.com) How to seek out anti-AI opportunities. (albertbridgecapital.com) AI It was a bad week for the AI trade. (axios.com) Free cash flow is a thing of the past at Big Tech. (staringdownthebarrel.substack.com) How AI has changed…
This week's links highlight several key investment strategies and market trends. Myths such as the idea that stock market returns revert to a mean have been debunked, suggesting investors cannot rely on historical averages to predict future performance. Data abundance does not guarantee improved investment outcomes, as the quality and interpretation of information remain crucial.
The AI sector experienced a challenging week, reflecting broader skepticism towards artificial intelligence investments. Free cash flow at leading technology companies is becoming increasingly scarce, indicating a shift in how these firms generate and manage cash. Venture capital is adapting to these changes, with new considerations for investment strategies in the AI-driven market.
Externally, the Canadian military remains cautious about U.S. defense strategies, especially regarding Pentagon plans. Ukraine's military continues to effectively target deep within Russia, showcasing strategic prowess.
On the global front, Indonesia's economy is facing significant challenges, while China's economy grapples with a profitability issue. Illegal gold mining poses a persistent problem, hindering market integrity.
In the Americas, U.S. involvement in Venezuela is focused on non-democratic objectives. Central American leaders are increasingly influenced by the policies of Bukele, a leader from El Salvador. The federal government's debt is projected to exceed $45 trillion by 2028, underscoring fiscal concerns.
Additionally, the DOJ is taking a more active role in midterm elections, and there are concerns about ICE's interference. The Supreme Court has seen a trend towards weakening bribery laws, and a Russian energy firm is seeking opportunities in Alaska. Tariffs have highlighted the importance of trade, and factory jobs continue to be valued despite changing economic dynamics.
Economic indicators include the impact of tariffs and changes in factory employment. Looking ahead, the economic week ahead is covered, while Abnormal Returns shares the most clicked articles of the week and a recap of the previous Saturday's links. Notably, the U.S. fertility rate reached a record low in 2025, and older parents are leading to an increase in older grandparents.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
