Monday links: search traffic
Markets Market drop usually involve some big players unwinding bets. (ritholtz.com) A great reminder that the economy is not the stock market. (behaviouralinvestment.com) Nvidia This is not the case of a simple affair. (bigtechnology.com) Jensen Huang is not just some, regular CEO. (nytimes.com) Is Jensen 'too big to fail'? (axios.com) No matter how you slice it, things are messy at Nvidia ($NVDA) (wsj.com) Apple Why the Mac still matters for Apple ($AAPL). (daringfireball.net) Apple ($AAPL) is making (tax) bank in Singapore. (ft.com) Pharma Novartis' ($NVS) experimental drug pelacarsen, cut Lp(a) levels, but didn't reduce cardiovascular events. (npr.org) Novo Nordisk's ($NVO) experimental drug ziltivekimab, also failed in a cardiovascular trial. (nytimes.com) Stay in touch Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Russia Russia is reverting to AI to show gains in Ukraine. (ft.com) Russia is winning in one regard. (economist.com) Earlier on Abnormal Returns Adviser links: sudden windfalls. (abnormalreturns.com) What you missed in our Sunday linkfest. (abnormalreturns.com) Top clicks last week on Abnormal Returns. (abnormalreturns.com) Mixed media Just because you can connect refrigerators to the Internet doesn't mean you should. (theatlantic.com) Just because we can replace junior employees with AI doesn't mean we should. (stayathomemacro.substack.com) We'll miss public libraries when they are gone. (npr.org)