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Tuesday links: your portfolio pain threshold
Tadas Viskanta Abnormal Returns
Crypto Vanguard will now allow crypto ETFs on its platform. (financial-planning.com) What business is Strategy ($MSTR) actually in? (ft.com) What Jim Chanos has to say about Strategy’s ($MSTR) strategy. (sherwood.news) Prediction markets Kalshi...
18 hours ago
2 MIN READ
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Research links: owning our opinions
Tadas Viskanta Abnormal Returns
Round-ups A round-up of the past month’s white papers including ‘Heretical Thinking: The Long Volatility Premium.’ (bpsandpieces.com) A round-up of recent research including ‘Enhancing Value-Growth Stock Classification Using...
22 hours ago
1 MIN READ
Monday: Dec 1
Monday: Dec 1
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell Monday, the first day of December, after barely squeaking through November in the green. *The ST Sentiment Score & Message Volume scales range from 0 to 100 (extremely bearish...
2 days ago
3 MIN READ
Bleak December? Nevermore
Bleak December? Nevermore
Tom Bruni The Daily Rip
Presented by CLOSING BELLBleak December? Nevermore The market slid Monday, Americans coming back from the Football, Turkey, and Christmas shopping marathon weekend that capped November with a red start to December. Thanksgiving’s short week rally was...
2 days ago
9 MIN READ
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Monday links: overweighting mystery
Tadas Viskanta Abnormal Returns
November 2025 The S&P 500 rose 0.25% in November. (on.spdji.com) How major asset classes performed in November. (capitalspectator.com) Markets Why Strategy ($MSTR) is establishing an ‘U.S. dollar reserve.’ (sherwood.news) Kalshi and...
2 days ago
2 MIN READ