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Adviser links: getting really clear

Abnormal Returns

riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. thinkadvisor.com) Solo 401(k) contribution math can be tricky. (thinkadvisor.com) Moving states in retirement requires some careful planning. investmentnews.com) The biz How Altruist Cash came to be. obliviousinvestor.com)

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Saturday links: communities coming together

Abnormal Returns

wsj.com) A startup has created carbon negative structural panels. npr.org) The math on farmed fish doesn't work. (grist.org) Environment What's to explain 2023-24's anomalous temperatures? yale.edu) What if natural carbon sinks stop 'sinking'? theguardian.com) How to improve the chances your plastics get recycled.

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10 Tuesday AM Reads

The Big Picture

Tight Money Will Pressure Startups to Sell in 2023 : Startups holding out for an IPO or Figma-scale acquisition are likely to be disappointed ( Businessweek ). The joy of sets : Why won’t our artistic-literary establishment recognise that there’s mystery, beauty and humanity in maths? A Wealth of Common Sense ). up from 3.2%

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Tuesday links: paying for the news

Abnormal Returns

Fund management There is no escaping the math on leveraged ETFs. techcrunch.com) Musk SpaceX could soon be the world's most valuable startup with a $350 billion valuation. linkedin.com) Why CITs are cheaper than mutual funds. crr.bc.edu) Technology AWS is spinning up an Nvidia ($NVDA) competitor using its own chips.

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Sunday links: stressful investments

Abnormal Returns

engadget.com) Startups The funding crunch for the last wave of startups is coming. noahpinion.substack.com) Some math behind putting Social Security back on solid footing. (tker.co) Amazon Amazon ($AMZN) is pushing pause on further HQ2 development in Arlington, VA. trungphan.substack.com) What a good investor update looks like.

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Where the US and China Can Find Common Ground on AI

Advisor Perspectives

Earlier this month, OpenAI released its most-advanced models yet, saying they had the ability to “reason” and solve complex math and coding problems. The industry-leading startup, valued at some $150 billion, also acknowledged that they raised the risk artificial intelligence could be misused to create biological weapons.

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At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

Perhaps they have some founder stock from a startup. And the way math works, you end up with a stock that goes up a bunch. We’ve done the math on some of these high-yield portfolios and taxable accounts. Maybe it’s due to employee stock option plans. Maybe there was an IPO or a takeover.

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