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Tuesday links: your portfolio pain threshold
Tadas Viskanta Abnormal Returns
Crypto Vanguard will now allow crypto ETFs on its platform. (financial-planning.com) What business is Strategy ($MSTR) actually in? (ft.com) What Jim Chanos has to say about Strategy’s ($MSTR) strategy. (sherwood.news) Prediction markets Kalshi...
19 hours ago
2 MIN READ
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Research links: owning our opinions
Tadas Viskanta Abnormal Returns
Round-ups A round-up of the past month’s white papers including ‘Heretical Thinking: The Long Volatility Premium.’ (bpsandpieces.com) A round-up of recent research including ‘Enhancing Value-Growth Stock Classification Using...
23 hours ago
1 MIN READ
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Monday links: overweighting mystery
Tadas Viskanta Abnormal Returns
November 2025 The S&P 500 rose 0.25% in November. (on.spdji.com) How major asset classes performed in November. (capitalspectator.com) Markets Why Strategy ($MSTR) is establishing an ‘U.S. dollar reserve.’ (sherwood.news) Kalshi and...
2 days ago
2 MIN READ
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Adviser links: instantaneous settlement
Tadas Viskanta Abnormal Returns
Podcasts Michael Kitces and Carl Richards talk about helping clients spend in retirement. (kitces.com) Michael Batnick talks with Jeff Ptak of Morningstar about the popularity of income ETFs. (youtube.com) Hiring How to effectively delegate work...
2 days ago
1 MIN READ
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Sunday links: free of political interference
Tadas Viskanta Abnormal Returns
Markets Ben Carlson, “The typical year isn’t a return of 8-10% but rather a wide range of big gains or big losses.” (awealthofcommonsense.com) It’s never been easier to be a stock market investor and harder to be a new home...
3 days ago
3 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Don’t kid yourself. No one is above getting scammed. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a...
3 days ago
1 MIN READ
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Saturday links: our past advances
Tadas Viskanta Abnormal Returns
Autos It’s time to start thinking about the implications of the spread self-driving cars. (avc.xyz) Cars are increasingly at risk of getting bricked. (theatlantic.com) Amazon ($AMZN) wants to sell you a Hyundai. (wsj.com) A female crash test dummy...
4 days ago
4 MIN READ
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Friday links: catching yourself
Tadas Viskanta Abnormal Returns
Strategy How to think about gold as part of a portfolio. (alphaarchitect.com) Two reasons when active management makes sense. (larryswedroe.substack.com) Prediction markets Kalshi and Polymarket’s valuations have surged in tandem. (theblock.co)...
5 days ago
2 MIN READ
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Podcast links: living in unprecedented times
Tadas Viskanta Abnormal Returns
Economy Dwarkesh Patel talks all things AI with OpenAI co-founder Ilya Sutskever. (dwarkesh.com) Hasan Minhaj talks with economist Paul Krugman. (paulkrugman.substack.com) Business Ben Gilbert and David Rosenthal talk about the history of the...
5 days ago
2 MIN READ
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Longform links: human nuances
Tadas Viskanta Abnormal Returns
Technology Why do roboticists love kicking robots so much? (harpers.org) How ASML ($ASML) came to dominate semiconductor lithography. (construction-physics.com) A look at the Xbox 20 years in. (hookshotchargebeamrevive.com) Business A look at the race...
6 days ago
2 MIN READ