(Must read) How to Get Rich From Peeping Inside People’s Fridges – Forget the S&P 500. Look at the ice cream. This investor visits homes around the world to see where diets—and economies—will go next – Link here
The Federal Reserve’s Little Secret – Link here
Time Dropped Its Paywall One Year Ago. Here’s What’s Happened Since – Link here
Is the mobile phone starting to die? – Link here
The Week in Charts (7/1/24) – Link here
The HOUSE of ARNAULT – Link here
Volkswagen Will Invest Up to $5 Billion in Rivian – VW stumbled badly trying to write its own car software as it transitions to EVs, and now it’s done a $5bn JV with Rivian. Making cars at scale is really hard (hence all the EV bankruptcies in the last few months, and the hard-scrabble bootstrapping at Tesla), but so is software – Link here
Generative AI and intellectual property – Link here
The Absolute Return Letter – The Sponsored Bull Market – Link here