my morning form The WFH reads:
• Gold is no longer a good hedge against bad times: The precious metal has become just another cyclical asset, no longer a useful harbinger of social and economic collapse. (Bloomberg)
• The winners, losers and wannabes of AI: NVIDIA enhancement, with AI Boost! (Market thoughts)
• For fashionable Family Offices and those following their lead, timing is key: Investors perceive a regime shift in the market, but capturing it will take careful planning. (Investment Director)
• Carry this burden: There is a problem with transporting new vehicles across the country: they are too heavy. (Slate)
• St. Louis is the struggling downtown you’ve never heard of — and right-wing politics are making it worse: Unlike San Francisco, St. Louis is a blue island in a red state, and the state’s conservative policies have at least partly driven the city’s decline. More appropriate parallels to St. Louis are places like Kansas City, Mo.; Memphis; Nashville; and Little Rock, Ark. – liberal enclaves that, in a macrocosm of the worst kind of family dysfunction, are at the mercy of conservative state governments. The consequences of this dysfunction can be considerable. (New York Times) see also Retailers aren’t abandoning city centers because of crime: Nordstrom’s decision to leave San Francisco has more to do with changing buying trends. (Bloomberg)
• Semi-Politics: Intel and the Future of U.S. Chipmaking: Intel and the Future of U.S. Chipmaking (phenomenal world)
• Dolby Atmos wants you to listen. (And down. And sideways.) True believers in the immersive audio format say it could restore a lost musical appreciation for a generation that grew up in the age of streaming. (New York Times)
• fed by nature: Psychological research is advancing our understanding of how time spent in nature can improve our mental health and sharpen our cognition (American Psychological Association)
• Sheldon Whitehouse was right all along: The Supreme Court is corrupt: The best argument for legal reform comes from Alito, whose arrogant, careless and unconvincing defense makes him the poster child for serious legal reform. (Washington Post)
• How I Stopped Hating Steely Dan: I thought I was immune, but I still became a Dan stan—that’s my story. (The Honest Broker)
Be sure to check out our Masters in Business interview this weekend with Ilana Weinstein, Founder and CEO of IDW Group, the leading recruiter of fund managers and traders for many of the biggest hedge funds. She previously worked at Goldman Sachs and Boston Consulting Group, and is a graduate of the University of Pennsylvania and Harvard Business School.
The misery index is falling rapidly
Source: Axios
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