Tuesday links: divided loyalties
Tadas Viskanta
Abnormal Returns
1 month ago
2 MIN READ
Strategy
- Successful investing is about avoiding unforced errors. (ritholtz.com)
- Your investment mindset is key to success. (safalniveshak.com)
- How to make better decisions under uncertainty. (twopct.com)
Crypto
- Another head of state is caught up in a crypto pump-and-dump scandal. (wired.com)
- FTX creditors are starting to get paid. (coindesk.com)
AI
- The state of the consumer AI space. (spyglass.org)
- DeepSeek shows people still love free, even if it comes with some limitations. (sherwood.news)
- The AI emperors have no clothes. (wheresyoured.at)
Finance
- Private companies are not rushing to go public. (nytimes.com)
- Blackrock ($BLK) has called off engagement meeting with companies. (semafor.com)
ETFs
- The Vanguard 500 Index Fund ETF ($VOO) is now the biggest ETF in the world. (etftrends.com)
- How Vanguard eventually caught State Street. (etf.com)
Housing
- National homebuilder confidence fell in February. (calculatedriskblog.com)
- Apartment rents are not going to stay down forever. (bloomberg.com)
- On the state of the housing market. (housingwire.com)
Economy
- Fire enough government workers and it will eventually hit the economy. (optimisticallie.com)
- Economic policy uncertainty is at a multi-decade hig. (econbrowser.com)
- How worried should we be about inflation. (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Research links: contracting arrangements. (abnormalreturns.com)
- Adviser links: the latest gadgets. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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