Thursday Links: It’s All Incentives

markets

• Cyclic sorting from secular bull and bear markets. (awealthofcommonsense.com)
• There’s a whole class of experts out there trying to get you out of the game. (downtownjoshbrown.com)
• Cullen Roche, “Such high valuations are evidence of long-term certainty, but they can also create huge amounts of short-term uncertainty.” (disciplinefunds.com)

Companies

• Companies are actually leaving California. (ft.com)
• Remember when Chief Metaverse Officers were a thing? (wired.com)
• Is the Midwest the last “climate paradise” for businesses? (fastcompany.com)

you

• How can OpenAI raise all the capital it needs? (spyglass.org)
• Using bots and AI to apply for thousands of jobs. (404media.co)
• AI will have unexpected effects. (thewaiterspad.com)

Economy

• Initial weekly jobless claims rose more due to job losses from the hurricane. (calculatedriskblog.com)
• The September CPI showed inflation of 2.4% year-on-year. (bonddad.blogspot.com)
• The US is indeed seeing its “best economy in decades.” (noahpinion.blog)

Earlier, about Abnormal Returns

• Long-form links: US cultural dominance. (abnormalreturns.com)
• What you missed at our Wednesday linkfest. (abnormalreturns.com)
• Personal Finance Links: Quitting the Game. (abnormalreturns.com)
• Are you a financial advisor looking for out-of-the-box thinking? Then check out our weekly email newsletter. (newsletter.abnormalreturns.com)

Mixed medium

• Why hurricane misinformation is especially pernicious. (theatlantic.com)
• It doesn’t take many bad actors to corrupt online discourse. (sherwood.news)