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Monday links: the railroad and AI booms

Markets

  • A look at the stocks that have jumped more than 100% over the past year. (morningstar.com)
  • The American stock market has shifted from buying back stock to issuing stock. (bloomberg.com)
  • On the parallels between the railroad and AI booms. (newyorker.com)

SpaceX

  • Retail is betting big on SpaceX ($SPCX). (axios.com)
  • There is is going to be plenty of volume in SpaceX ($SPCX) shares. (ft.com)
  • SpaceX ($SPCX) performance matters more than index machinations. (wsj.com)

AI

  • How Anthropic differs from OpenAI. (stratechery.com)
  • Why Anthropic and the current administration are beefing. (spyglass.org)
  • Users are increasingly mixing and matching AI models. (wsj.com)
  • What if AI doesn't mean the end of software engineering? (theargumentmag.com)

Work

  • You can't increase luck in your career, but you can do this. (ritholtz.com)
  • In the AI age, job references once again matter. (wsj.com)
  • On the pros and cons of remote work. (wsj.com)
  • Want a job? Respond quickly. (pubsonline.informs.org)

Iran

  • Secondary powers have embarrassed both Russia and the U.S. (danieldrezner.substack.com)
  • The world can thank China for a muted oil price response to the Iran war. (coldeye.earth)
  • A look at Iran's struggling economy. (theatlantic.com)

Global

  • The UK is still living with the impact of Brexit. (time.com)
  • Cuban Americans are a lifeline for Cubans. (wsj.com)
  • Influence buying has gone global. (semafor.com)

Earlier on Abnormal Returns

  • Adviser links: the reality of aging. (abnormalreturns.com)
  • What you missed in our Sunday linkfest. (abnormalreturns.com)
  • Top clicks last week on Abnormal Returns. (abnormalreturns.com)
  • Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)

Mixed media

  • AI is killing the self-help non-fiction book. (tim.blog)
  • The late David Hockney embraced technology. (nytimes.com)
  • Artists have always used technology. (seths.blog)