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Research links: choosing your discomfort
Tadas Viskanta Abnormal Returns
Round-ups A round-up of recent academic research including ‘The Importance of Considering Regimes in Long-term Asset Allocation to Real Estate.’ (alphainacademia.substack.com) A round-up of recent research including ‘The Death of...
3 hours ago
2 MIN READ
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Monday links: spending to stay in place
Tadas Viskanta Abnormal Returns
Commodities Commodities are off to a strong start this year. (capitalspectator.com) Gold topped $5000 per ounce for the first time ever. (sherwood.news) Central banks keep snapping up gold. (mrzepczynski.blogspot.com) Crypto Bitmine ($BMNR) is buying...
22 hours ago
2 MIN READ
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Adviser links: the math of wealth
Tadas Viskanta Abnormal Returns
Podcasts Michael Kitces talks with George Kinder about AI and the adviser-client relationship. (kitces.com) Michael Sidgmore talks with Sara Naison-Tarajano Partner at Goldman Sachs ($GS) about growing intersection between private markets and private...
1 day ago
1 MIN READ
AI: Apple's AI Bounce picks up steam. RTZ #978 (part 2)
AI: Apple's AI Bounce picks up steam. RTZ #978 (part 2)
Michael Parekh AI: Reset to Zero
Last week I discussed how Apple has a “New Bounce for Apple Design in AI Age” this AI Tech Wave. Around new senior management responsibilities under manufacturing chief John Ternus, and renewed AI direction under software chief Craig Federighi, the company...
1 day ago
8 MIN READ
The Weekend Rip: Jan 25
The Weekend Rip: Jan 25
Tom Bruni The Daily Rip
The Weekend RipHappy Weekend! Major stock indices finished mixed in a volatile, short week as investors grappled with a “Greenland-induced” trade war scare and a significant plunge in Intel shares. While markets initially tumbled after...
2 days ago
6 MIN READ
Davos and Great Power Politics
Davos and Great Power Politics
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Accelerating Growth and Labor Resilience; The Reality Behind Slowing Wage Growth; Shifting Away From The US; DAVOS: REALPOLITIK IS BACK Markets: Software Is The New Restaurants; The Gains Were Due...
2 days ago
22 MIN READ
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Sunday links: a bit unsustainable
Tadas Viskanta Abnormal Returns
Markets Is a meme stock moment ever possible again? (barrons.com) The boost in corporate margins is all coming from tech. (apolloacademy.com) Beware interest in brokerage stocks. (acadian-asset.com) Strategy Everywhere you look you see signs of...
2 days ago
4 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) The U.S. has become a riskier place to do...
2 days ago
1 MIN READ