My end-of-week morning practice WFH reads:
• Even Permabears Have Portfolios. The place Jeremy Grantham Sees Worth Now. The veteran investor and co-founder of GMO likes high quality shares, worldwide worth, and Japan. (Barron’s)
• Magnificence Has By no means Been Extra Cutthroat. Right here’s How Sephora Plans to Keep on High. Executives on the LVMH-owned retailer provide a uncommon look inside the corporate’s technique. (Wall Avenue Journal)
• Extra Than 1,000 Firms Are Suing Trump Over His Tariffs. Firms are flocking to problem the administration’s import taxes in courtroom, after the Supreme Court docket began asking robust questions. (Bloomberg)
• The information heart insurrection is right here, and it’s reshaping the political panorama: Because the buildout of AI infrastructure alarms communities, it’s quick rising as a potent electoral problem throughout the political divide. (Washington Publish)
• 25 Classes on Cash and That means: Notes from every thing I’ve realized thus far in regards to the deeper forces behind our monetary lives (The Root of All)
• Rubio Has Lengthy Dreamed of Altering Latin America. Embracing MAGA Opened the Door. As soon as a Trump critic, the secretary of state has change into one of many president’s closest advisers. (Wall Avenue Journal) see additionally Dateline: Caracas: Venezuela’s Democratic Roots Deeper Than Trump Is aware of (or Cares) (Intrinsic Worth by Roger Lowenstein)
• AI and the Human Situation. OpenAI could or might not be an important firm of the longer term. From the day it was based — with a non-profit company construction that sought to construct AGI after which management it themselves “to make sure synthetic normal intelligence advantages all of humanity” — this firm has divided the viewers and invited both passionate help or aggressive eye-rolls. (Stratechery)
• Probably the most risky group of voters is popping on Trump: There’s a brand new line dividing younger Individuals. (Vox) see additionally Is the Way forward for MAGA Anti-Israel? For 40 years, Christian Zionism was a robust power in American politics. A brand new technology on the suitable is taking cues from elsewhere. (New York Occasions)
• Among the many Prophets: Science fiction and the artwork of prediction. (The Baffler)
• Terrence Malick’s Disciples: Why the auteur is essentially the most influential director in Hollywood (The Yale Overview)
Remember to take a look at our Masters in Enterprise interview this weekend with Ben Hunt, founding father of Perscient, a agency that research how narratives and tales form markets, investing, and social habits by means of the lens of data concept, sport concept, and unstructured knowledge evaluation. His work analyzes the language, story arcs, and viral unfold of explanations in media
U.S. Greenback is slumping vs different currencies; 2025 was the largest decline since 2017
Supply: The Bulwark
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