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Tuesday links: capricious moves
Tadas Viskanta Abnormal Returns
Strategy Why you can’t simply push reset on your portfolio. (fortunesandfrictions.com) Not surprisingly, there is a link between problem gambling and trading. (klementoninvesting.substack.com) Finance How can a private loan go from 100 cents on...
20 hours ago
2 MIN READ
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Research links: emotional decoupling
Tadas Viskanta Abnormal Returns
Quant stuff A round-up of recent academic research papers including ‘Momentum Factor or Factor Momentum in REIT Market?’ (alphainacademia.substack.com) Asset managers need to decide what AI is good for, and what it is not....
1 day ago
2 MIN READ
AI: Perplexity's sharp elbows. RTZ #902
AI: Perplexity's sharp elbows. RTZ #902
Michael Parekh AI: Reset to Zero
I’ve discussed often how Perplexity continues to punch above its weight amongst the leading LLM AI players this AI Tech Wave . Whether it’s in fielding state of the art AI Browsers, or offering multi-LLM driven AI Search, or doing big marketing...
1 day ago
8 MIN READ
Chart Art: November 10, 2025
Chart Art: November 10, 2025
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 It was a risk-on day, with investors and traders celebrating what they believe to be the beginning of the end for the longest government shutdown in history. Here’s how the major indexes ended the day: $SPY (...
2 days ago
3 MIN READ
Stocks Surge As Government Shutdown (Nearly) Shutters
Stocks Surge As Government Shutdown (Nearly) Shutters
Tom Bruni The Daily Rip
Presented by CLOSING BELLStocks Surge As Government Shutdown (Nearly) Shutters 📕  Source: Tenor.com It was a risk-on day, with investors and traders celebrating what they believe to be the beginning of the end for the longest government shutdown in...
2 days ago
8 MIN READ
Retail Finally Gets To Eat Before the Whales 🐳
Retail Finally Gets To Eat Before the Whales 🐳
Jonathan Morgan The Litepaper
OVERVIEW Retail Finally Gets To Eat Before the Whales 🐳 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSCoinbase Token Sales: Retail...
2 days ago
10 MIN READ
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Monday links: an important asset
Tadas Viskanta Abnormal Returns
Strategy A growing percentage of investors have never experienced a real bear market. (advisorperspectives.com) Just how big is the wealth effect? (optimisticallie.com) Crypto Jim Chanos has closed his short Microstrategy ($MSTR)-long Bitcoin...
2 days ago
2 MIN READ