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Thursday links: choosing a passive provider
Tadas Viskanta Abnormal Returns
Markets South Korea’s tech heavy stock market is on a tear. (axios.com) What happens when you buy stocks that benefit from an autocratic regime, and then that regime loses power. (ft.com) Trading Kalshi just raised new capital at a $22...
22 hours ago
2 MIN READ
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Longform links: disruption and scale
Tadas Viskanta Abnormal Returns
Outside the Box An excerpt from David Epstein’s new book “Inside the Box: How Constraints Make Us Better.” (theatlantic.com) Five insights from David Epstein’s “Inside the Box: How Constraints Make Us...
1 day ago
2 MIN READ
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Wednesday links: an unlevel playing field
Tadas Viskanta Abnormal Returns
Markets Samsung has joined the $1 trillion market cap club. (finance.yahoo.com) UK borrowing rates hit their highest level since 1998. (bbc.com) Strategy 10 lessons learned from Barry Ritholtz’s “How NOT to Invest.” (ritholtz.com)...
2 days ago
2 MIN READ
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Personal finance links: no perfect equilibrium
Tadas Viskanta Abnormal Returns
Retirement Why spending in retirement is such a psychological challenge. (whitecoatinvestor.com) Evidence that retirement is bad for your health. (ft.com) Why people are afraid to step back from work. (jordangrumet.substack.com) Aging Three questions to...
2 days ago
2 MIN READ
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Tuesday links: ad-supported AI
Tadas Viskanta Abnormal Returns
Crypto Big layoffs at Coinbase ($COIN). (cnbc.com) Bullish ($BLS)said it will buy transfer agent Equiniti. (reuters.com) The SEC Elon gets off with a slap on the wrist from the SEC, re Twitter. (variety.com) The SEC has hit pause on prediction market...
3 days ago
2 MIN READ
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Research links: trading infrastructure
Tadas Viskanta Abnormal Returns
AI What happens when you ask ChatGPT for investment advice. (wsj.com) Retail traders are training AI models to day trade. (fa-mag.com) How to spin up an AI trading model. (advisorperspectives.com) Research Momentum isn’t...
3 days ago
1 MIN READ
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Monday links: ignoring geopolitical turmoil
Tadas Viskanta Abnormal Returns
Strategy International stocks are finally having a moment. (morningstar.com) On the hunt for 100-baggers. (downtownjoshbrown.com) Alternatives What the big alternative asset managers are saying about Q1. (altgoesmainstream.substack.com) Does PE belong in...
4 days ago
2 MIN READ
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Adviser links: a fool’s errand
Tadas Viskanta Abnormal Returns
Podcasts Dave Nadig talks AI and authenticity with Brian Portnoy of Shaping Wealth and Zach Conway of Seeds. (etf.com) Ben Carlson talks with Joe Mallen,⁠ CEO of Modelist to discuss how financial advisors can scale their investment process while...
4 days ago
1 MIN READ
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Sunday links: the age of uncertainty
Tadas Viskanta Abnormal Returns
Markets Tech stocks are outrunning their earnings. (chartkidmatt.com) The AI trade is booming, so is degneracy. (howardlindzon.com) Are markets complacent about cybersecurity risks? (tker.co) ETFs On the risks of autocallable ETFs. (wsj.com) The more...
5 days ago
3 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Life is existential uncertainty. Make sure you enjoy it while you can. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (newsletter.abnormalreturns.com) Are you a financial advisor? Every Friday we...
5 days ago
1 MIN READ