Thursday links: overcoming tilt
Tadas Viskanta
Abnormal Returns
7 days ago
2 MIN READ
Markets
- What many meme stocks have in common – horrible financials. (herbgreenberg.com)
- Have investor sentiment measures gotten overheated? (carsongroup.com)
Strategy
- The stock market owes you nothing. (safalniveshak.com)
- Periods of market excess sow the seeds of their own demise. (awealthofcommonsense.com)
- Don’t get distracted by people with very different goals and time horizons. (behaviouralinvestment.com)
- If active investing is a ‘loser’s game,’ what is the ‘winner’s game’? (morningstar.com)
Finance
- Why comparing the ‘market cap’ of companies and crypto is apples to oranges. (theirrelevantinvestor.com)
- Strategy ($MSTR) keeps coming up with new ways to borrow money. (ft.com)
- The case against 24/7 trading. (economist.com)
Food
- Chipotle ($CMG) sales are losing steam. (sherwood.news)
- Consumers love McDonald’s ($MCD) Snack Wraps. (qsrmagazine.com)
Streaming
- YouTube is winning the battle for the TV. (wsj.com)
- Why is Netflix ($NFLX) content so mid? (spyglass.org)
Economy
- Still no sign of an uptick in weekly initial jobless claims. (bonddad.blogspot.com)
- The sentiment gap between high and low income Americans is growing. (axios.com)
- Tariff calculations can be brain-achingly complex. (ft.com)
- Why Fed independence is worth preserving. (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Longform links: wrong and wrong again. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: getting to Mars. (abnormalreturns.com)
- What if gold went the way of diamonds? (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
