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Research links: more transacting
Tadas Viskanta Abnormal Returns
Factors The value premium is better found overseas. (mailchi.mp) Under what conditions do low-beta stocks stop working? (klementoninvesting.substack.com) Alternatives A look at the performance characteristics of music royalties. (papers.ssrn.com)...
3 hours ago
1 MIN READ
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AI Ramblings: Episode 46
Michael Parekh AI: Reset to Zero
NEWS DISCUSSION OF THE WEEK: Microsoft Copilot re-brands & bundles Anthropic CoWork: AI-RTZ #1022: AI: Reset to Zero AI: Microsoft and Anthropic illustrate a ‘horizontal harness’ at scale. RTZ #1022 New vertical AI applications are...
16 hours ago
3 MIN READ
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Monday links: debased indices
Tadas Viskanta Abnormal Returns
Markets There is plenty of dispersion in S&P 500 stocks this year-to-date. (axios.com) IPOs Owen Lamont, “Stock market bubbles are often heralded by specific IPOs which mark their beginning and not necessarily their end.”...
23 hours ago
2 MIN READ
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Adviser links: trust and relationships
Tadas Viskanta Abnormal Returns
Podcasts Josh Brown and Michael Batnick talk with Rick Wurster, CEO of Charles Schwab ($SCHW). (youtube.com) Meb Faber talks with Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, about the search for tax...
1 day ago
2 MIN READ
AI: The newest AI element in shorter supply. RTZ #1027
AI: The newest AI element in shorter supply. RTZ #1027
Michael Parekh AI: Reset to Zero
When it rains it pours as they say. The tech/AI industry is seeing yet another headwind in 2026 up and down the AI tech stack below. One that was not even a speck of a cloud in the sky a few weeks ago. Add helium as the newest constraint. The second of...
2 days ago
4 MIN READ
The Weekend Rip: March 15
The Weekend Rip: March 15
Tom Bruni The Daily Rip
Presented by Sponsor this newsletter The Weekend RipHappy Weekend! The Iran war dominated every session this week, with oil swinging from nearly $120 to the low $90s and back above $98 as Strait of Hormuz tanker strikes, naval mines, and Tehran’s vow...
2 days ago
9 MIN READ
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Sunday links: consequential things
Tadas Viskanta Abnormal Returns
Markets If you’re not confused right now, you’re doing it wrong. (howardlindzon.com) Degens are now trading perpetual oil futures 24/7. (wsj.com) Strategy There’s no investing without some anxiety. (tker.co) Sean McLaughlin,...
2 days ago
3 MIN READ