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Monday links: a bad tradeoff
Tadas Viskanta Abnormal Returns
Markets How major asset classes performed in January 2026. (capitalspectator.com) What’s going on with the dollar? (ritholtz.com) Prediction markets The CBOE ($CBOE) wants to bring back binary options. (wsj.com) Polymarket is explicitly banned in...
7 hours ago
1 MIN READ
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Adviser links: disappointing outcomes
Tadas Viskanta Abnormal Returns
Podcasts Michael Kitces talks with Blair duQuesnay of Ritholtz Wealth about best serving UNHW clients. (kitces.com) Brendan Frazier on why clients struggle to follow through and what Advisors can do to change that. (podcasts.apple.com) Ben Carlson...
11 hours ago
2 MIN READ
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Sunday links: a desperate fallback
Tadas Viskanta Abnormal Returns
Markets The S&P 500 rose 1.45% in January 2026. (on.spdji.com) A look at just how crazy the silver market was this week. (rcmalternatives.com) The AI rollout is going to have a lot of downstream effects for companies. (tker.co) Prediction...
1 day ago
2 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week...
2 days ago
1 MIN READ
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Saturday links: how software looks and feels
Tadas Viskanta Abnormal Returns
Tesla Tesla ($TSLA) is going to stop making the Model S and Model X. (sherwood.news) Does Tesla ($TSLA) still have an interest in manufacturing cars? (wsj.com) Autos Automakers really want to push ads onto info screens. (sherwood.news) Uber ($UBER)...
3 days ago
4 MIN READ
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Friday links: ads ruin everything
Tadas Viskanta Abnormal Returns
Finance On the high costs of gaining access to pre-IPO companies. (wsj.com) Why London serves as a global startup hub. (economist.com) How a loan goes from 100 cents on the dollar to default in weeks. (wsj.com) Kalshi is fighting legal battles on a number...
3 days ago
2 MIN READ
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Podcast links: accredited investors
Tadas Viskanta Abnormal Returns
Alternatives Justin Carbonneau and Kai Wu talk private equity with Dan Rasmussen of Verdad Advisers. (excessreturnspod.com) Jeff Ptak and Amy Arnott talk alts with Leyla Kunimoto, founder and editor of Accredited Investor Insights. (morningstar.com)...
3 days ago
2 MIN READ
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Thursday links: the relentless pursuit of goals
Tadas Viskanta Abnormal Returns
Markets The junk bond market has become a lot less junky. (morningstar.com) Platinum and palladium are joining in on the metals boom. (etf.com) Defense investment is ‘no longer a dirty word’ in Europe. (giftarticle.ft.com) Crypto ETFs are...
4 days ago
2 MIN READ
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Longform links: performative discipline
Tadas Viskanta Abnormal Returns
The Way of Excellence David Esptein talks with Brad Stulberg, author of “The Way of Excellence.” (davidepstein.substack.com) Five insights from Brad Stulberg’s new book, “The Way of Excellence: A Guide to True Greatness and...
4 days ago
2 MIN READ
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Wednesday links: issues that matter
Tadas Viskanta Abnormal Returns
Markets Corporate credit spreads are tight. (morningstar.com) Everything working against the U.S. dollar right now. (ft.com) Tether is buying gold hand over fist. (theblock.co) So is the State Oil Fund of Azerbaijan. (ft.com) Crypto Fidelity is launching...
5 days ago
2 MIN READ