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Longform links: building taste
Tadas Viskanta Abnormal Returns
Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...
1 day ago
2 MIN READ
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Wednesday link: expensive story stocks
Tadas Viskanta Abnormal Returns
Markets Korean memory maker SK Hynix wants to sell stock on the Nasdaq. (renaissancecapital.com) Micron ($MU) earnings have gone vertical. (axios.com) Strategy An investor’s first job is to avoid ruin. (safalniveshak.com) Why retail traders love...
2 days ago
2 MIN READ
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Personal finance links: family MVPs
Tadas Viskanta Abnormal Returns
Podcasts Brett McKay talks with Derek Coburn, author of “Let’s Retire Retirement.” (artofmanliness.com) Russ Roberts talks with Benjamin Todd, author of “80,000 Hours: How to Have a Fulfilling Career That Does Good.”...
2 days ago
1 MIN READ
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Tuesday links: a wave of IPOs
Tadas Viskanta Abnormal Returns
Markets What happens to the Mag 7 when the big AI companies are public? (ft.com) IPOs and secondary sales highlight a shift in the market environment. (theatlantic.com) How the end of cheap capital changes things. (hbr.org) Strategy Global stock market...
3 days ago
2 MIN READ
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Research links: not-so flat demand curves
Tadas Viskanta Abnormal Returns
Research How to teach AI to invest better. (elmwealth.com) Models change. Why it’s important to understand the reasons why. (rpc.cfainstitute.org) No matter how you look at it, active funds have underperformed. (morningstar.com) Does HFT actually...
3 days ago
1 MIN READ
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Monday links: why trends persist
Tadas Viskanta Abnormal Returns
Markets SpaceX ($SPCX) stock is well off its highs. (futurism.com) SK Hynix has topped Samsung to become South Korea’s most valuable company. (wsj.com) Strategy Don’t kid yourself. You are not going to get rich calling market tops and...
4 days ago
2 MIN READ
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Adviser links: sudden wealth
Tadas Viskanta Abnormal Returns
Podcasts Ben Johnson talks semiliquid funds with Brian Moriarty and Jack Shannon. (morningstar.com) Peter Lazaroff talks with Cameron Passmore of PWL Capital about the importance of scale in firm building. (peterlazaroff.com) Kyle Van Pelt talks with...
4 days ago
2 MIN READ
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Sunday links: accelerating abnormalities
Tadas Viskanta Abnormal Returns
Markets The speed of the move in semiconductor stocks is stunning. (howardlindzon.com) Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com) Finance Why Jane Street is betting big on AI. (wsj.com) Bain Capital’s buyout...
5 days ago
2 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Stay in touch In the business of financial advice? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week A look at the...
5 days ago
1 MIN READ
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Saturday links: egotistical monsters
Tadas Viskanta Abnormal Returns
Autos How Carvana ($CVNA) plans to sell new cars. (cnbc.com) Lyft ($LYFT) and Uber ($UBER) prices for the same ride can differ dramatically. (consumerreports.org) Uber ($UBER) AVs are coming to Houston. (techcrunch.com) Waymo Waymo has a construction...
6 days ago
5 MIN READ