Monday links: market frictions
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- Spikes in the VIX often represent a market bottom. (optimisticallie.com)
- Investors are selling American assets wholesale. (sherwood.news)
- The real price of gold is at an all-time high. (bilello.blog)
Strategy
- Vishal Khandelwal, “In the end, the stock market is not a book of well-told stories or fairy tales, but a place where capital meets uncertainty. And while stories will always be part of how we process the world, we must resist the urge to treat them as fact.” (safalniveshak.com)
- Brett Steenbarger, “Making more by trading less and by trading very selectively: that pushes us to clearly define our rules and create experiences of mastery.” (traderfeed.blogspot.com)
Trump
- Outside of crypto, tech’s big bet on Trump is looking shaky. (vox.com)
- The president’s family members are increasingly involved with smaller companies. (craincurrency.com)
Technology
- AI image generation is getting better, fast. (tomtunguz.com)
- Killing Google Domains was an own goal. (spyglass.org)
Universities
- Being a college president was always a tough job, now it’s nearly impossible. (theatlantic.com)
- How colleges can use their endowments more strategically. (theconversation.com)
Earlier on Abnormal Returns
- Adviser links: curiosity and restraint. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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