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Monday links: gold volatility
Tadas Viskanta Abnormal Returns
Gold Gold has gone decades where it did nothing. (awealthofcommonsense.com) Gold has divorced itself from past fundamentals. (mrzepczynski.blogspot.com) What about gold is ‘safe’? (allisonschrager.substack.com) Credit If there is a credit...
18 hours ago
2 MIN READ
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Adviser links: the heart of the matter
Tadas Viskanta Abnormal Returns
Podcasts Josh Brown talks with Kevin Thompson about Schwab’s new referral policy. (podcasts.thecompoundnews.com) Brendan Frazier talks with Brad Johnson, Co-Founder of Triad Partners, about upending your career. (podcasts.apple.com) Meghaan Lurtz...
20 hours ago
1 MIN READ
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Sunday links: inevitable unpredictability
Tadas Viskanta Abnormal Returns
Markets Andrew Ross Sorkin, “Risk and reward are closely tied. So are speculation and disappointment. You don’t get one without the other.” (nytimes.com) The degenerate economy has entered ‘ludicrous mode.’ (forbes.com) Strategy...
2 days ago
3 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Celebrating our 20th blogiversary. (abnormalreturns.com) The upside to not being stupid. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up...
2 days ago
1 MIN READ
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Saturday links: overexposed speakers
Tadas Viskanta Abnormal Returns
Autos The rise in pedestrian deaths in the U.S. seem to be due to a confluence of small-ish factors. (construction-physics.com) Patrick George, “Because of the man he helped propel to the presidency, Musk’s cars are more expensive and less...
3 days ago
4 MIN READ
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Friday links: the flow of money
Tadas Viskanta Abnormal Returns
Gold Gold is priced on belief. (behaviouralinvestment.com) Gold is having a (global) moment. (ft.com) Is the gold story all about policy uncertainty? (mrzepczynski.blogspot.com) Fun fact, Canada does not hold any gold in its official...
4 days ago
3 MIN READ
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Podcast links: spontaneous order
Tadas Viskanta Abnormal Returns
Listening Spotify ($SPOT) is bringing 16 podcasts to Netflix ($NFLX). (theverge.com) TBPN is ESPN for tech bros. (nytimes.com) In praise of ‘framed content.’ (investing101.substack.com) Finance Barry Ritholtz talks with Jurrien Timmer, Director...
4 days ago
2 MIN READ
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Longform links: a blunt reminder
Tadas Viskanta Abnormal Returns
1929 An excerpt from “1929: Inside the Greatest Crash in Wall Street History — and How It Shattered a Nation” by Andrew Ross Sorkin. (nytimes.com) Joe Weisenthal and Tracy Alloway talk with Andrew Ross Sorkin about his new book. (podcasts.apple.com)...
5 days ago
2 MIN READ
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Personal finance links: financial psychology
Tadas Viskanta Abnormal Returns
Podcasts Christine Benz and Amy Arnott talk with Barry Ritholtz, author of “How NOT to Invest.” (morningstar.com) Meb Faber talks with Eddy Elfenbein, of Crossing Wall Street and portfolio manager of the AdvisorShares Focused Equity ETF...
6 days ago
3 MIN READ
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Research links: a good idea in principle
Tadas Viskanta Abnormal Returns
Round-ups A round-up of recent academic research including ‘Dividend Capture Returns and Their Drivers: A Bayesian Analysis of Large-Cap Stocks Over 35 Years.’ (alphainacademia.substack.com) A round-up of recent research including ‘Music...
7 days ago
2 MIN READ