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Tuesday links: inherently uncertain
Tadas Viskanta Abnormal Returns
Strategy How to de-bias your decision making. (mrzepczynski.blogspot.com) The financial markets are always uncertain. (behaviouralinvestment.com) Companies How Apple ($AAPL) can keep winning, despite the threat from AI. (stratechery.com) A look at the...
13 hours ago
2 MIN READ
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Research links: increasingly exotic signals
Tadas Viskanta Abnormal Returns
Round-ups A round-up of recent research on crash risk(s). (capitalspectator.com) A round-up of recent academic research including ‘Expected Returns with Cash Flow Trends and Cycles.’ (alphainacademia.substack.com) Economics How WFH...
19 hours ago
1 MIN READ
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Monday links: a founding myth
Tadas Viskanta Abnormal Returns
Markets A look at forward P/E ratios. (econbrowser.com) The flight-to-safety trade hasn’t worked in March. (axios.com) Prediction markets Don’t hold your breath that anyone will be held accountable for recent insider trading. (newyorker.com)...
2 days ago
2 MIN READ
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Adviser links: gifting business interests
Tadas Viskanta Abnormal Returns
Podcasts Brendan Frazier on how to build out a client service calendar. (podcasts.apple.com) Ben Carlson⁠ talks with ⁠Joe Mrak⁠, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. (youtube.com) The...
2 days ago
1 MIN READ
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Sunday links: distrust in the system
Tadas Viskanta Abnormal Returns
Markets The only game in town is energy stocks. (trendlabs.com) When everything feels crazy, focus on earnings. (tker.co) Earnings estimates have held up while the stock market has pulled back. (chartkidmatt.com) Strategy There’s only one way to own...
3 days ago
2 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week A history...
3 days ago
1 MIN READ
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Saturday links: contrived dissent
Tadas Viskanta Abnormal Returns
AVs This time around, the AV hype seems real. (wsj.com) Amazon’s Zoox is preparing to launch its robotaxis in Austin and Miami later this year. (cnbc.com) PJ Vogt on who wins (and loses) in a driverless world. (freakonomics.com) The case for taxing...
4 days ago
4 MIN READ
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Friday links: what happens next
Tadas Viskanta Abnormal Returns
Strategy Sometimes an investment works out, even when it shouldn’t. (morningstar.com) Don’t discount the impact of skew on investment returns. (fortunesandfrictions.com) Bonds More bond ladder ETFs are coming to market....
5 days ago
2 MIN READ
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Thursday links: an adversarial relationship
Tadas Viskanta Abnormal Returns
Markets A look at weakness in the Mag 7 stocks. (trendlabs.com) Why prices never land on fair value. (mrzepczynski.blogspot.com) Startups A look at the potential valuation of SpaceX at IPO. (sherwood.news) What happens when a CEF, full of startups, trades...
6 days ago
2 MIN READ
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Longform links: a policeman on the take
Tadas Viskanta Abnormal Returns
Books A review of “The Science of Second Chances: A Revolution in Criminal Justice” by Jennifer Doleac. (washingtonmonthly.com) Insights from “How American Children Became the Fussiest Eaters in History” by Helen Zoe...
6 days ago
2 MIN READ