Friday links: remarkable assertions

CommoditiesTim McDonnell, "The electricity market isn’t boring anymore." (semafor.com)Steel stocks are having a moment. (allstarcharts.com)AIAI is coming for every company you own. (theirrelevantinvestor.com)How AI could help SaaS companies. (tomtunguz.com)GroceryLarge grocery chains took advantage of their supply relationships during Covid shortages....

Podcast links: celebrity pods

The bizWhy every celebrity seemingly now has their own interview podcast. (theguardian.com)Should podcasters care about the potential demise of TikTok? (theverge.com)Podcasts are spreading to every nook and cranny of business. (cupofzhou.com)EconomyStephen Dubner, and guests, on what both parties get wrong...

Buffett indicator in TradingView

The Buffet Indicator, named after the renowned investor Warren Buffett, is a financial metric used to gauge the overall valuation of the stock market relative to the economy. It is calculated by dividing the total market capitalisation of publicly traded...

Wednesday links: an awesome product

StrategyTen things to know about building a diversified portfolio. (morningstar.com)Real assets can be a portfolio drag during periods of quiescent inflation. (capitalspectator.com)CryptoPromises of a lower expense ratio are not preventing outflows from the Grayscale Bitcoin Trust ($GBTC). (etf.com)Don't let spot...

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