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Wednesday links: inherent value
Tadas Viskanta Abnormal Returns
Markets A weaker dollar isn’t a problem, yet. (awealthofcommonsense.com) MSCI ($MSCI) has put Indonesia’s stock market on notice. (ft.com) Buyback growth is a global phenomenon. (snippet.finance) Technology It’s easy to forget how much...
21 hours ago
2 MIN READ
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Personal finance links: the option to change
Tadas Viskanta Abnormal Returns
Podcasts Ben Carlson talks Social Security with Mike Piper, creator of the Oblivious Investor blog. (youtube.com) Barry Ritholtz talks with Wes Gray, founder and CEO of ETF Architect. (ritholtz.com) Jim Dahle talks alternative investments with Larry...
24 hours ago
1 MIN READ
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Tuesday links: disappearing companies
Tadas Viskanta Abnormal Returns
Markets Non-US markets are sitting at all-time highs. (trendlabs.com) Defensive stocks led the way in January 2026. (on.spdji.com) Vanguard A look at the Vanguard fund fee reductions. (morningstar.com) Is Vanguard doing enough to solve service and...
2 days ago
2 MIN READ
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Research links: behavioral inefficiencies
Tadas Viskanta Abnormal Returns
Hedge funds How (successful) hedge funds generate alpha. (rupakghose.substack.com) Don’t let the name fool you, most hedge funds don’t hedge. (mrzepczynski.blogspot.com) Research Narratives matter in financial markets....
2 days ago
1 MIN READ
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Monday links: a bad tradeoff
Tadas Viskanta Abnormal Returns
Markets How major asset classes performed in January 2026. (capitalspectator.com) What’s going on with the dollar? (ritholtz.com) Prediction markets The CBOE ($CBOE) wants to bring back binary options. (wsj.com) Polymarket is explicitly banned in...
3 days ago
1 MIN READ
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Adviser links: disappointing outcomes
Tadas Viskanta Abnormal Returns
Podcasts Michael Kitces talks with Blair duQuesnay of Ritholtz Wealth about best serving UNHW clients. (kitces.com) Brendan Frazier on why clients struggle to follow through and what Advisors can do to change that. (podcasts.apple.com) Ben Carlson...
3 days ago
2 MIN READ
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Sunday links: a desperate fallback
Tadas Viskanta Abnormal Returns
Markets The S&P 500 rose 1.45% in January 2026. (on.spdji.com) A look at just how crazy the silver market was this week. (rcmalternatives.com) The AI rollout is going to have a lot of downstream effects for companies. (tker.co) Prediction...
4 days ago
2 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site 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...
4 days ago
1 MIN READ
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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)...
5 days 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...
6 days ago
2 MIN READ