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Saturday links: how software looks and feels
Tadas Viskanta Abnormal Returns
Tesla Tesla ($TSLA) is going to stop making the Model S and Model X. (sherwood.news) Does Tesla ($TSLA) still have an interest in manufacturing cars? (wsj.com) Autos Automakers really want to push ads onto info screens. (sherwood.news) Uber ($UBER)...
1 day ago
4 MIN READ
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Friday links: ads ruin everything
Tadas Viskanta Abnormal Returns
Finance On the high costs of gaining access to pre-IPO companies. (wsj.com) Why London serves as a global startup hub. (economist.com) How a loan goes from 100 cents on the dollar to default in weeks. (wsj.com) Kalshi is fighting legal battles on a number...
2 days ago
2 MIN READ
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Podcast links: accredited investors
Tadas Viskanta Abnormal Returns
Alternatives Justin Carbonneau and Kai Wu talk private equity with Dan Rasmussen of Verdad Advisers. (excessreturnspod.com) Jeff Ptak and Amy Arnott talk alts with Leyla Kunimoto, founder and editor of Accredited Investor Insights. (morningstar.com)...
2 days ago
2 MIN READ
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Thursday links: the relentless pursuit of goals
Tadas Viskanta Abnormal Returns
Markets The junk bond market has become a lot less junky. (morningstar.com) Platinum and palladium are joining in on the metals boom. (etf.com) Defense investment is ‘no longer a dirty word’ in Europe. (giftarticle.ft.com) Crypto ETFs are...
3 days ago
2 MIN READ
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Longform links: performative discipline
Tadas Viskanta Abnormal Returns
The Way of Excellence David Esptein talks with Brad Stulberg, author of “The Way of Excellence.” (davidepstein.substack.com) Five insights from Brad Stulberg’s new book, “The Way of Excellence: A Guide to True Greatness and...
3 days ago
2 MIN READ
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Wednesday links: issues that matter
Tadas Viskanta Abnormal Returns
Markets Corporate credit spreads are tight. (morningstar.com) Everything working against the U.S. dollar right now. (ft.com) Tether is buying gold hand over fist. (theblock.co) So is the State Oil Fund of Azerbaijan. (ft.com) Crypto Fidelity is launching...
4 days ago
2 MIN READ
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Personal finance links: hedging an uncertain future
Tadas Viskanta Abnormal Returns
Podcasts Benjamin Felix talks with Braden Warwick for a deep dive into what it means to engineer financial outcomes. (rationalreminder.libsyn.com) Rick Ferri talks with Perryne Desai, CFA, who is the Head of Index Fixed Income Product at...
4 days ago
2 MIN READ
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Tuesday links: focusing on forex
Tadas Viskanta Abnormal Returns
Markets Who’s buying all that gold? (ft.com) People are trading silver like crazy. (sherwood.news) Strategy There’s only one way to invest in global bonds, currency hedged. (morningstar.com) An example why you shouldn’t take financial...
5 days ago
2 MIN READ
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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...
5 days 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...
6 days ago
2 MIN READ