Monday links: marrying great products
17 hours ago
2 MIN READ
Strategy
- Markets bottom on bad news. (chartkidmatt.com)
- Periods of chaos highlight your risk mismatches. (contessacapitaladvisors.com)
- Don’t take advice from billionaires. (humbledollar.com)
Degen economy
- Prediction markets are writing more rules to avoid embarrassing situations. (yourbrainonmoney.substack.com)
- College kids are all in on sports gambling. (wsj.com)
- How to think about insider trading and prediction markets. (harveysawikin.substack.com)
Technology
- Why Nvidia ($NVDA) culture is unique, for now. (taekim.substack.com)
- What Apple ($AAPL) is trying to achieve with the Macbook Neo. (anildash.com)
- Cargo thieves are not targeting high tech goods like DRAM. (washingtonpost.com)
Trading
- Nasdaq ($NDAQ) is pushing deeper into tokenized equities. (wsj.com)
- The SEC has finally put their foot down on leveraged ETFs. (advisorperspectives.com)
Economy
- How much will higher oil prices affect CPI? (ft.com)
- The K-shaped economy is real. (apolloacademy.com)
- Home prices have stopped going up. Home insurance has not. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Adviser links: open conversations. (abnormalreturns.com)
- The 2026 UBS Global Investment Yearbook is here! (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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