- The Rollup
- Rollup #89
Another year, another dollar
The main story 📰
There won’t be a newsletter coming out on Christmas so this is the second to last Rollup for 2024. It’s been an epic journey, from zero to a lot more than zero readers in a year. Thank you for being here and making it possible!
I hope you all enjoy your holidays and have some great adventures planned for 2024.
Noteworthy quote ✒️
This Rollup is sponsored by 💡
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Worth checking out 🔍
2024 capital markets outlook research report from S&P Global.
Should U.S. investors worry about the recession in the Euro Zone?
Compare the AI capabilities of major banks with data from the Evident AI Index.
2024 S&P 500 price targets from all the major banks.
VIX hits its lowest level since the pandemic.
Research report: why 2024 could be a turnaround for REITs.
50 Timeless investing principles visualized.
A study has revealed that Tesla drivers get into the most accidents. Also check out which auto brands have the most DUIs, traffic violations, etc.
Noteworthy Chart 🧭
Corporate debt defaults have been climbing all year
Best articles 📖
Putting China’s Top LLMs to the Test - How do Chinese LLMs (Large Language Models) compare to their western counterparts like ChatGPT.
Is The Yen Broken? - Weston Nakamura is one of my favorite macro voices on Japan. Until now I’ve only seen him on podcasts, so I was surprised to discover that he also has a Substack.
In this article he explains a few of the factors that have been moving the Yen in December.
My Favorite Investment Writing of 2023 - Nick Maggiulli, the Chief Operating Officer for Ritholtz Wealth Management, shares the best investing/finance articles that he discovered in 2023.
Noteworthy Tweet 🪶
I don’t have, nor did I ever have, any dog in this fight, but this chart depresses me beyond words.
@CEOAdam shame on you. Don’t pretend for a second you didn’t know EXACTLY where this was going.
— Grant Williams (@ttmygh)
Dec 20, 2023
Best of YouTube 🎬
'Everything Bubble' Creating Dangerous Markets
Despite the recent rally, Grant Williams is not bullish on markets.
Elon Musk by Walter Isaacson | Lessons from the World's Richest Person
An in-depth review of Walter Isaacson’s recently released biography of Elon Musk.
Scoring with a Bank Shot…
Banking expert Christopher Whalen joins the gents at Simplify to talk markets.
My favorite off topic video 🍿
The clickbait title is actually justified. A courageous river bet from Andy was impressive but didn’t get me to sit up. What did though was Martin’s response, a gutsy play that even surprised the commentators. This is poker at its highest level (or just pure insanity).
What else to read (sponsored) 📕
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Best AI image 🏆
Are you your own overlord?