Wednesday links: being held accountable
Bonds Fixed income finally has some income. (morningstar.com) The bond market is returning to some level of normalcy. (mrzepczynski.blogspot.com) Companies India just saw its biggest IPO, Jio Platforms, in history. (axios.com) SK Hynix ($SKHY) earnings were off the charts. (cnbc.com) AI Ten takeaways from the Anthropic ($ANT) S-1. (thezvi.substack.com) The biggest surprises in Anthropic's S-1. (axios.com) Why Anthropic's gross margins matter. (semafor.com) Stay in touch Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com) China Chinese EVs are all over Mexico. (wapo.st) Chinese auto makers compete like crazy at home. (wsj.com) Honda ($HMC) is worried about Chinese manufacturers. (axios.com) Global America runs on Canadian aluminum. (wsj.com) How German manufacturing lost its edge. (klementoninvesting.substack.com) The Black Sea is a deadly stretch for sailors and ships. (giftarticle.ft.com) Economy The AI build out is driving manufacturing demand. (bonddad.blogspot.com) The Fed is still full of chatterboxes. (wsj.com) Earlier on Abnormal Returns Personal finance links: finding enough. (abnormalreturns.com) What you missed in our Tuesday linkfest. (abnormalreturns.com) Research links: fundamental explanations. (abnormalreturns.com) Mixed media The FTC is actually still in business. (semafor.com) The case against job hopping. (wsj.com) Hospitality is a two-way street. (seths.blog)