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Thursday links: cognitive surpluses
Tadas Viskanta Abnormal Returns
Markets It’s not unusual that the stock market experiences a double digit loss and then ends the year with a double digit gain. (awealthofcommonsense.com) A look at all the all-time highs that are happening. (allstarcharts.com) Stock...
10 hours ago
2 MIN READ
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Longform links: just-take-it culture
Tadas Viskanta Abnormal Returns
Books A Q&A with Andrew Ross Sorkin, author of “1929: Inside the Greatest Crash in Wall Street History.” (sherwood.news) A Q&A with Ray Madoff, author of “The Second Estate: How the Tax Code Made an American...
14 hours ago
2 MIN READ
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Wednesday links: housing affordability
Tadas Viskanta Abnormal Returns
Crypto Why MSCI ($MSCI) chickened out on DATs. (giftarticle.ft.com) Some DATs are being forced to sell their digital assets. (theblock.co) There’s not a ton of demand for dogecoin ETFs. (sherwood.news) Trading crypto doesn’t make you immune...
1 day ago
2 MIN READ
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Personal finance links: vaguely unhappy
Tadas Viskanta Abnormal Returns
Podcasts Christine Benz and Ben Johnson talk with Cullen Roche, author of “Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most Powerful Investment Strategies.” (morningstar.com) Stephen Dubner with an update of “Are...
2 days ago
2 MIN READ
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Tuesday links: impeding your returns
Tadas Viskanta Abnormal Returns
Strategy Eight market lessons from 2025 including ‘Cryptocurrency is still a speculative asset.’ (morningstar.com) Three timeless lessons re-learned in 2025 including ‘Politics and investing don’t mix.’ (carsongroup.com) A...
2 days ago
2 MIN READ
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Research links: volatility estimates
Tadas Viskanta Abnormal Returns
AI How to use NotebookLM to review venture capital docs. (avc.xyz) On the dangers of letting AI read your fund documents. (ludovicphalippou.substack.com) Asset management Unconscious bias is a factor in portfolio manager...
3 days ago
1 MIN READ
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Monday links: continual creation
Tadas Viskanta Abnormal Returns
Markets A look at emerging market stock performance in 2025. (novelinvestor.com) China tech stocks are having a moment. (mrzepczynski.blogspot.com) How to assess Japanese bank stocks. (mailchi.mp) A look at devloped market stock performance in...
3 days ago
2 MIN READ
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Adviser links: prospecting technologies
Tadas Viskanta Abnormal Returns
Podcasts Peter Lazaroff talks shop with Ashby Daniels about the importance of behavior. (peterlazaroff.com) Michael Kitces talks with Debra Taylor, Managing Partner at Carson Wealth Franklin Lakes, about how she developed a client service calendar for...
4 days ago
1 MIN READ
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Sunday links: unvarnished facts
Tadas Viskanta Abnormal Returns
Markets Six market surprises from 2025 including international market outperformance. (awealthofcommonsense.com) These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com) Materials and energy sectors have been laggards....
4 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. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week When you...
5 days ago
1 MIN READ