Wednesday links: signs of a bubble
Tadas Viskanta
Abnormal Returns
14 hours ago
2 MIN READ
Strategy
- What’s really behind the push to ‘democratize’ alternative investments? (ofdollarsanddata.com)
- Ten lessons from Warren Buffett including ‘Exhibit humility.’ (morningstar.com)
- Why being a long term investor is so hard. (microcapclub.com)
Crypto
- The crypto industry got everything it wanted for a new administration. (economist.com)
- And now its facing a reckoning. (howardlindzon.com)
ETFs
- The line between active and passive ETFs is blurring. (morningstar.com)
- DFA has approval to use dual class structures for its ETFs. (financial-planning.com)
- Why single-ticker portfolio ETFs haven’t taken off. (rogersplanning.blogspot.com)
AI
- You can’t tell the players without a scorecard: the AI industry edition. (spyglass.org)
- Bubbles help organize an industry’s efforts. (economist.com)
- Can AI manage your email inbox? (newyorker.com)
Protein
- Why beef prices are likely to continue rising. (fortune.com)
- Is the KellyBronze the best turkey in America? (forbes.com)
- How Raising Cane’s keeps the formula for Cane’s Sauce secret. (wsj.com)
Health
- Research shows health insurance does reduce mortality. (msn.com)
- Half of Americans are worried about not being able to afford the health care they need. (semafor.com)
- Why short-term health insurance plans are controversial. (msn.com)
Earlier on Abnormal Returns
- Personal finance links: touching grass. (abnormalreturns.com)
- Freedom, democracy and long term returns. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the predictive power of R&D spending. (abnormalreturns.com)
- The great wealth transfer also includes a lot of stuff. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Martin Wolf’s favorite economics books for 2025 including “Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone” by John Y Campbell and Tarun Ramadorai. (on.ft.com)
- Andrew Hill’s favorite business books for 2025 including “1929: The Inside Story of the Greatest Crash in Wall Street History” by Andrew Ross Sorkin. (on.ft.com)
- 100 must-read books for 2025, including “The Loneliness of Sonia and Sunny” by Kiran Desai. (time.com)
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.
