Tuesday links: the existence of experts
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Markets
- The U.S. stock market has never been this concentrated. (on.ft.com)
- A credit-based measure that indicates the stock market is overvalued. (finance.yahoo.com)
Strategy
- Large cap stocks have dominated the past decade of asset class returns. (awealthofcommonsense.com)
- What the past 20 years of stock market performance tell you about the next decade. (ofdollarsanddata.com)
- Forecasts are for fun, not profit. (behaviouralinvestment.com)
Crypto
- Why the financial markets will likely look more like the crypto markets. (theatlantic.com)
- Meme coins with a chat bot attached are now a thing. (axios.com)
Elon
- Tesla’s ($TSLA) stock price has disengaged from its actual results. (sherwood.news)
- Starlink is debuting on United Air ($UAL) this Spring. (techcrunch.com)
Meta
- Meta ($META) is abandoning fact-checking for community notes. (theverge.com)
- Meta’s moderation team is relocating from California to Texas. (nytimes.com)
- Dana White of UFC fame is joining Meta’s ($META) board of directors. (frontofficesports.com)
- Zuck’s use of the term ‘free speech’ is just cover. (kottke.org)
- Zuck has Elon envy. (sherwood.news)
Fund management
- Just because you can, doesn’t mean you should, invest in private assets. (on.ft.com)
- The definition of private equity is getting stretched. (pitchbook.com)
- Private equity firms are going to push for access to 401(k) plans. (on.ft.com)
Economy
- Heavy truck sales fell in December. (calculatedriskblog.com)
- The November JOLTS report showed continuing deceleration. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: a simple algorithm. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: higher for longer. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
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