Tuesday links: finding great ideas
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Strategy
- Ten beliefs about markets including ‘Survival is the most important and neglected goal for all investors.’ (behaviouralinvestment.com)
- Can you overdiversify your portfolio? (morningstar.com)
Prediction markets
- Why market making on prediction markets is more difficult than financial markets. (uk.finance.yahoo.com)
- Liz Hoffman and Rohan Goswami talk with John Arnold about the downsides of gambling. (youtube.com)
Amazon
- Amazon ($AMZN) to buy GlobalStar ($GSAT) to expand its satellite network. (cnbc.com)
- Amazon ($AMZN) is now offering more auto brands. (wsj.com)
Energy
- Asia is feeling the pain of higher oil prices. (ft.com)
- It’s the spike in diesel prices that we should be paying attention to. (grist.org)
- Derek Thompson talks with Nat Bullard about how the Iran war could change energy consumption. (podcasts.apple.com)
- Why fossil fuels are underpriced relative to their real costs. (klementoninvesting.substack.com)
Hungary
- Winners and losers from Hungary’s momentous election. (danieldrezner.substack.com)
- What it will to to de-Orbanify Hungary. (ft.com)
- MAGA went all-in on Orban, and lost. (theatlantic.com)
- Now comes the hard part. (ft.com)
Earlier on Abnormal Returns
- Research links: American exceptionalism. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the first year of widowhood. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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