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Wednesday links: AI is eating its own
Tadas Viskanta Abnormal Returns
ETFs There are now nearly 50 ETFs with AI in the name. (morningstar.com) A look at the ETF provider ‘shelf space’ debate. (ria.disciplinefunds.com) Trading HFT firms keep finding new ways to grow and make money. (giftarticle.ft.com) Kalshi...
9 hours ago
2 MIN READ
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Personal finance links: why survival matters
Tadas Viskanta Abnormal Returns
Podcasts Peter Lazaroff talks with Eric and Kali Roberge to talk about how to help your kids financially without losing sight of your own goals. (podcasts.apple.com) Brett McKay talks with David Bach author of the bestselling, newly updated personal...
13 hours ago
2 MIN READ
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Tuesday links: the end of anonymity
Tadas Viskanta Abnormal Returns
Fund management Why did it take so long for competition to come for Invesco’s $QQQ franchise? (riabiz.com) Ted Seides talks the mechanics of index fund management with Rodney Comegys who is the CIO of Vanguard Capital Management and Head of...
1 day ago
2 MIN READ
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Research links: performance chasing
Tadas Viskanta Abnormal Returns
Research Don’t fall for fake diversification schemes. (behaviouralinvestment.com) Bank-run QIS programs are booming. (wsj.com) Competitive advantages are hard to find, let alone maintain. Why it matters for valuation. (morganstanley.com) How...
2 days ago
1 MIN READ
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Monday links: AI assumptions
Tadas Viskanta Abnormal Returns
Markets Weed stock came in with a lot of hype, but have been a disaster. (trendlabs.com) New all-time highs are not, in and of themselves, any kind of sell signal. (awealthofcommonsense.com) Finance Why the cashtag (still) matters for consumers of...
2 days ago
2 MIN READ
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Adviser links: shadow advisers
Tadas Viskanta Abnormal Returns
Podcasts Ben Carlson talks with Ehren Stanhope, a key leader behind OSAM’s ⁠Canvas⁠ platform, to break down how investors can create real tax alpha. (youtube.com) Michael Kitces talks with Michael Kay, author of “How To Craft Your Chapter X: A Guide...
2 days ago
2 MIN READ
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Sunday links: the continued spend
Tadas Viskanta Abnormal Returns
Markets Markets just move faster these days. (awealthofcommonsense.com) The stock market is at all-time highs while consumer sentiment is at all-time lows. (trendlabs.com) Hungary’s stock market is having a moment. (ft.com) How HALO various...
3 days ago
2 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (newsletter.abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week...
4 days ago
1 MIN READ
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Saturday links: why things persist
Tadas Viskanta Abnormal Returns
Autos What happened to the affordable, basic American car? (nytimes.com) SpaceX is a big buyer of Tesla ($TSLA) Cybertrucks. (finance.yahoo.com) Hyundai is seeing a surge in demand for EVs. (semafor.com) Are EREVs the way forward for...
5 days ago
4 MIN READ
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Friday links: technology adoption
Tadas Viskanta Abnormal Returns
Markets The S&P 500 is back at all-time highs. (axios.com) Oil prices plunged today. (axios.com) A clear risk-on signal. (stockmarketmedia.com) Strategy The line between investing and gambling have never been blurrier. (wsj.com) You aren’t going...
5 days ago
2 MIN READ