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Wednesday links: spatial intelligence
Tadas Viskanta Abnormal Returns
ETFs Goldman Sachs ($GS) is buying ETF provider Neos. (citywire.com) Leveraged ETFs are increasingly driving market moves. (wealthmanagement.com) Prediction markets The CFTC is backing up Kalshi in its fight with New York state. (gizmodo.com) Polymarket...
1 day ago
2 MIN READ
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Personal finance links: passion pursuits
Tadas Viskanta Abnormal Returns
Podcasts Christine Benz talks retirement spending with Stefan Sharkansky author of “The Only Other Spending Rule Article You Will Ever Need,” (morningstar.com) Sari Botton talks with Maura McInerney-Rowley, founder of the ‘Hello,...
1 day ago
2 MIN READ
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Tuesday links: blown up portfolios
Tadas Viskanta Abnormal Returns
Markets Real yields keep rising. (mrzepczynski.blogspot.com) A majority of stocks are outperforming YTD. (trendlabs.com) Like it or not, the mega IPOs reflect the market’s view. (advisorperspectives.com) Crypto World Liberty Financial took $100...
2 days ago
2 MIN READ
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Research links: zero-sum propositions
Tadas Viskanta Abnormal Returns
Podcasts William Green speaks with Victor Haghani, founder & CIO of Elm Wealth & author of “The Missing Billionaires: A Guide to Making Better Financial Decisions.” (youtube.com) Cameron Passmore and Benjamin Felix talk with Barry...
2 days ago
2 MIN READ
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Monday links: a degraded web
Tadas Viskanta Abnormal Returns
Markets A list of everything the stock market has overcome in the 2020s. (awealthofcommonsense.com) The semiconductors and health care sectors trade at the same forward P/E. (apollo.com) Private assets A look at rising private credit loan default...
3 days ago
2 MIN READ
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Adviser links: empathy and communication
Tadas Viskanta Abnormal Returns
Charles Schwab Charles Schwab ($SCHW) is looking for someone to run the long-short separately managed account (SMA) program. (citywire.com) Charles Schwab ($SCHW) is dropping FDIC for SIPC coverage for sweep cash. (riabiz.com) Why Charles Schwab ($SCHW)...
3 days ago
2 MIN READ
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Sunday links: ambiguous terms
Tadas Viskanta Abnormal Returns
Strategy Language matters when it comes to market analysis. (tker.co) Gambling is a better business than stock brokerage. (trendlabs.com) Does valuation matter any more? (giftarticle.ft.com) Companies Berkshire Hathaway ($BRK.A) put some cash work in...
4 days ago
3 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Part 1 of our Q&A with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (abnormalreturns.com) Part 2 of our Q&A with Jack Raines, author of “Young Money: A Field Guide...
4 days ago
1 MIN READ
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Saturday links: thinking with your feet
Tadas Viskanta Abnormal Returns
Autos How headlights got so bright. (arstechnica.com) Ford ($F) wants to sex up its lineup of vehicles. (wsj.com) Large (heavy) pickup trucks are more likely to kill others in a crash. (bloomberg.com) Energy The Trump administration has spent some $4...
5 days ago
5 MIN READ
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Friday links: doing the right things well
Tadas Viskanta Abnormal Returns
Strategy The first goal of investing is survival. (awealthofcommonsense.com) Sometimes a basket trade just makes sense. (oldroperesearch.substack.com) Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com) Fund...
6 days ago
2 MIN READ