Solar powerIf solar energy keeps getting cheaper, what opportunities does it open up? (caseyhandmer.wordpress.com)How Dominion Energy largely shut down new solar projects in Virginia. (wapo.st)EnergyThe U.S. forgot how to build nuclear power. (theatlantic.com)Better technology is making for cheaper geothermal energy. (thecooldown.com)Red tape is the...
MarketsThere is still more than $6 trillion in money market funds. (apolloacademy.com)Is Japan's stock market finally ready for prime time? (on.ft.com)StrategyWe should judge systems by their outcomes, not by their aims. (anildash.com)Good investing advice is timeless. (blogs.cfainstitute.org)FinancePrivate equity is not recycling capital very quickly....
EconomyKatie Gatti Tassin about the disconnect in the economy with Mark Zandi and Judd Cramer. (podcast.moneywithkatie.com)Matt Reustle talks with Todd Fisher who is the CIO of the CHIPS Act office. (joincolossus.com)Joe Weisenthal and Tracy Alloway talk with Matt Huber and Fred Stafford about the state of the electrical grid. (podcasts.apple.com)Venture...
MarketsTrading in Nvidia ($NVDA) shares dwarf other large companies. (sherwood.news)The 0DTE market just keeps growing. (ft.com)StrategyHow much to allocate to private equity, if you must. (morningstar.com)Pay less attention to your investments. (timharford.com)CryptoGemini customers are going to start getting their money back. (cnbc.com)Signs that...
BooksAn excerpt from "In This Economy? How Money and Markets Really Work" by Kyla Scanlon. (kyla.substack.com)A Q&A with Teresa Ghilarducci, author of "Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy." (fa-mag.com)An excerpt from Kenneth F. McKenzie Jr.’s new book, "The Melting Point: High Command and War in the 21st Century."...
NvidiaIt's hard to overstate just how big a rally Nvidia ($NVDA) has seen. (downtownjoshbrown.com)Then again, few large companies have grown this fast. (theirrelevantinvestor.com)AIA look at the AI tech stacks for various players in the industry. (stratechery.com)Why Zuck and Meta ($META) have embraced an open AI standard. (nytimes.com)AI spending is...
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