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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 ($MSTR) is establishing an ‘U.S. dollar reserve.’ (sherwood.news) Kalshi and...
4 days ago
2 MIN READ
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Longform links: economic surrealism
Tadas Viskanta Abnormal Returns
Books Annie Duke talks with Rosalind Chow author of “The Doors You Can Open: A New Way to Network, Build Trust, and Use Your Influence to Create a More Inclusive Workplace.” (annieduke.substack.com) An excerpt from “How to Fall in Love...
7 months ago
2 MIN READ
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Saturday links: building brands
Tadas Viskanta Abnormal Returns
Autos What the NHTSA is doing for pedestrian safety. (fastcompany.com) Hacking a Kia is surprisingly simple. (wired.com) Why thieves are not targeting EVs. (axios.com) Keeping a Tesla ($TSLA) Cybertruck clean isn’t easy. (wsj.com) Transport...
1 year ago
3 MIN READ
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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...
3 days ago
2 MIN READ
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Research links: mediocre tools
Tadas Viskanta Abnormal Returns
Research On the relationship between price momentum and factor momentum. (mrzepczynski.blogspot.com) How researchers are using intangibles to update their value factors. (alphaarchitect.com) What it takes to become, and stay, a star sell-side...
12 months ago
1 MIN READ
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Sunday links: crippled institutions
Tadas Viskanta Abnormal Returns
Strategy Nothing great happens without conviction. (investing101.substack.com) Great investors take (a lot) of notes. (polymathinvestor.com) Want to get wealthy? Own equity. (awealthofcommonsense.com) $TRUMP Some firsthand reports from the $TRUMP...
6 months 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...
7 days ago
2 MIN READ
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Thursday links: up against it
Tadas Viskanta Abnormal Returns
Strategy Worry, as an investor, is normal. (safalniveshak.com) During periods of higher inflation, stocks and bonds tend to be more correlated. (morningstar.com) Crypto Bitcoin has once again topped $100,000. (theblock.co) Another day, another company...
7 months ago
2 MIN READ
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Saturday links: clean hands
Tadas Viskanta Abnormal Returns
Tesla Tesla ($TSLA) has a China problem. (advisorperspectives.com) Tesla ($TSLA) FSD has a sun glare problem. (bloomberg.com) Elon Musk has buyer’s remorse. (sherwood.news) Autos Waymo is increasing its lead in self-driving vehicles. (wsj.com) Slate...
6 months ago
3 MIN READ