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Longform links: the AI age
Tadas Viskanta Abnormal Returns
Books Jack Raines talks with Kyla Scanlon about her new book “In This Economy?: How Money & Markets Really Work.” (sherwood.news) An excerpt from “Triumph of the Yuppies: America, the Eighties, and the Creation of an...
8 months ago
2 MIN READ
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Personal finance links: working longer
Tadas Viskanta Abnormal Returns
Podcasts Christine Benz and Amy Arnott talk with Meir Statman author of “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (morningstar.com) Justin Carbonneau and Jack Forehand talk with Jared Dillian author of “No...
9 months ago
2 MIN READ
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Wednesday links: inescapable forecasts
Tadas Viskanta Abnormal Returns
Strategy Politics and investing don’t mix. (howardlindzon.com) Good luck trying to time market factors. (rogersplanning.blogspot.com) Not all investment decisions are created alike. (behaviouralinvestment.com) Finance A lot of loans got repriced...
7 months ago
1 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Top clicks this week Wealthy Americans invest a lot in alternatives, but that doesn’t mean you need to. (ofdollarsanddata.com) How much to allocate to private equity, if you must. (morningstar.com) The case against concentrated...
8 months ago
1 MIN READ
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Friday links: rewarding risk
Tadas Viskanta Abnormal Returns
Google What happens if Google loses its antitrust case? (thebignewsletter.com) Google Search is now adding links to archived websites in the Internet Archive’s Wayback Machine. (theverge.com) How the Google and Apple app ecosystems...
5 months ago
2 MIN READ
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Tuesday links: a curious phenomenon
Tadas Viskanta Abnormal Returns
Diversification The S&P 500 is now nearly 40% of global market cap. (apolloacademy.com) International diversification requires a long time horizon. (awealthofcommonsense.com) Strategy Investment misses are inevitable. (morningstar.com) Don’t...
9 months ago
1 MIN READ
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Saturday links: a cleaner world
Tadas Viskanta Abnormal Returns
Autos Your driving data is being secretly scored. (nytimes.com) Why insurance on an EV costs more. (wsj.com) Why EVs last much longer than ICEs. (theatlantic.com) Transport Small businesses should not be afraid of downtown car bans. (vox.com) E-bike usage...
8 months ago
4 MIN READ
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Wednesday links: larger market trends
Tadas Viskanta Abnormal Returns
April 2024 The S&P 500 lost 4.08% in April 2024. (on.spdji.com) How major asset classes performed in April 2024. (capitalspectator.com) Hedge funds are overexposed to momentum. (ft.com) Strategy Catalysts matter. Good luck identifying...
9 months ago
2 MIN READ
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Saturday links: what’s working
Tadas Viskanta Abnormal Returns
Solar power If solar energy keeps getting cheaper, what opportunities does it open up? (caseyhandmer.wordpress.com) How Dominion Energy largely shut down new solar projects in Virginia. (wapo.st) Energy The U.S. forgot how to build nuclear...
8 months ago
2 MIN READ
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Friday links: a dynamic process
Tadas Viskanta Abnormal Returns
Markets Why the ranks of ‘degens’ are growing. (wsj.com) How to avoid the meme stock drama. (morningstar.com) Some math that traders need to know. (scheplick.com) Crypto What Robinhood ($HOOD) wants with BitStamp. (blockworks.co) Autos The...
8 months ago
1 MIN READ