Tuesday links: reversion to the mean
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Books
- Three investment book recommendations including: “What I Learned About Investing From Darwin” by Pulak Prasad. (flyoverstocks.com)
- A positive review for Andrew Ross Sorkin’s new book “1929: Inside the Greatest Crash in Wall Street History — and How It Shattered a Nation.” (advisorperspectives.com)
- Lessons learned from 2025 book reading including ‘Culture compounds.’ (mastersinvest.com)
ETFs
- Blackrock ($BLK) just launched the iShares Total USD Fixed Income Market ETF ($BTOT). (riabiz.com)
- BlackRock, State Street, and Vanguard did little to support activist nominees in proxy fights this year. (semafor.com)
AI
- What happens when a big data center comes to town. (sherwood.news)
- Oracle ($ORCL) debt is getting re-rated, and not in a good way. (tomtunguz.com)
- What’s behind the decline in Coreweave ($CRWV) stock? (wsj.com)
- VC funding for AI in 2025, the charts. (news.crunchbase.com)
Poverty line
- Nick Maggiulli, “Regardless of what you believe about the true poverty line, it’s fair to say that it’s far below $140,000. And Michael Green knows that.” (ofdollarsanddata.com)
- If you make wild claims about the cost of living, people will pay attention. (thezvi.substack.com)
Economy
- The October/November NFP reports are ‘a poor report with only a few bright spots.’ (bonddad.blogspot.com)
- The unemployment rate has risen four months in a row. (sherwood.news)
- The number of American families with children under 18 is falling. (apolloacademy.com)
Earlier on Abnormal Returns
- Research links: a catchy slogan. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: investing comes last. (abnormalreturns.com)
- Why RSS still matters. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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