Thursday links: a smartphone replacement
Tadas Viskanta
Abnormal Returns
16 hours ago
2 MIN READ
Markets
- Big changes in market structure are afoot including ‘Retail has become the structural bid.’ (citadelsecurities.com)
- Ten charts going into the second half of 2026. (bilello.blog)
- Some market insights including ‘Since the end of 2024, the South Korean index is up 339.5% total return.’ (novelinvestor.com)
ETFs
- The iShares Nasdaq 100 ETF ($IQQ) has launched. (thedailyupside.com)
- Do leveraged ETFs represent a systemic risk? (advisorperspectives.com)
Technology
- What it means to work alongside humanoid robots. (wsj.com)
- Technology is coming for your eyes. (asymco.com)
- Why a keyboard is an inferior way to interact with AI. (spyglass.org)
Companies
- The new Paramount ($PSKY) is going to be debt-laden. (wsj.com)
- Nvidia ($NVDA) is trading at lesss than 20x foward earnings. (msn.com)
- Is Buc-ee’s a tad too litigious? (wsj.com)
Prediction markets
- Congressional staffers are still trying to bet on elections. (npr.org)
- How two sharps make money in prediction markets. (podcasts.apple.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Work
- Younger workers are less reluctant to take leave for mental health. (bloomberg.com)
- A look at the financial situation of long-time Costco ($COST) hourly workers. (wsj.com)
- No matter whether you work remote or not, carve out time for focused work. (hbr.org)
Economy
- Still no sign of a pickup in weekly initial unemployment claims. (bonddad.blogspot.com)
- Companies are still passing through tariff-related costs. (libertystreeteconomics.newyorkfed.org)
- What if the payoff from AI just takes longer? (apollo.com)
Earlier on Abnormal Returns
- Longform links: expensive promises. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: buying permission. (abnormalreturns.com)
Mixed media
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