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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site The 2026 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com) 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...
1 hour ago
1 MIN READ
AI: A Tale of Two AI Questions. RTZ #1026
AI: A Tale of Two AI Questions. RTZ #1026
Michael Parekh AI: Reset to Zero
The Bigger Picture, Sunday, March 15, 2026 As I’ve articulated for months now, the AI Tech Wave right now faces the biggest uncertainties from investors around the following two key questions. Will the unprecedented investments in AI Data Centers to ramp...
9 hours ago
6 MIN READ
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Saturday links: controlling disease
Tadas Viskanta Abnormal Returns
AVs Google ($GOOGL) is tying part of Sundar Pinchai’s pay to Waymo. (sherwood.news) Amazon’s ($AMZN) Zoox will test its robotaxis in Dallas and Phoenix. (engadget.com) Zoox plans to make its robotaxis available on the Uber ($UBER) app in Las Vegas...
24 hours ago
4 MIN READ
AI: Weekly Summary. RTZ #1025
AI: Weekly Summary. RTZ #1025
Michael Parekh AI: Reset to Zero
Microsoft Copilot brands & bundles Anthropic CoWork: Microsoft is leveraging its new Anthropic investment by bundling its virally successful Claude Code based Cowork into ‘Copilot Cowork’. It’ll now be sold as a super $99/month/seat bundle to users of...
1 day ago
6 MIN READ
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Friday links: real economic benefits
Tadas Viskanta Abnormal Returns
Retail trading Five minute bets on crypto? Sure, why not? (ft.com) Are retail traders finally pulling back? (sherwood.news) Finance Nasdaq ($NDAQ) is bending over backwards to accommodate SpaceX. (wsj.com) SPVs are booming. Not all of them have clear title...
2 days ago
2 MIN READ
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Podcast links: limiting yourself
Tadas Viskanta Abnormal Returns
Economics Cardiff Garcia talks with Stefanie Stantcheva about a paper she co-authored, “Zero-Sum Thinking and the Roots of US Political Differences.” (podcasts.apple.com) Larry Kotlikoff in a wide-ranging economics talk with Prof. Gregory...
2 days ago
2 MIN READ
Is It Time To Panic?
Is It Time To Panic?
Howard Lindzon Howie Town
Good morning everyone… The panic story that is starting to take shape right now is this… 2008 had ONE crisis. A housing collapse. 2026 has THREE running simultaneously:→ A private credit implosion→ A war shutting down global energy→ A bond market...
2 days ago
2 MIN READ
AI: Meta leans further into AI Agents. RTZ #1024
AI: Meta leans further into AI Agents. RTZ #1024
Michael Parekh AI: Reset to Zero
Yesterday I discussed the parallel race to build an internet for AI Agents, while reconfiguring the current one for humans to accommodate AI Agents. Also known as ‘AI Bots’. (Or my preferred term, non-humanized, non-anthropomorphized, ‘machine 2...
2 days ago
6 MIN READ
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Thursday links: short-run market fun
Tadas Viskanta Abnormal Returns
Companies Apple ($AAPL) now makes about 25% of iPhones in India. (asymco.com) The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com) Why are people so freaked out about institutional ownership of single family...
3 days ago
2 MIN READ