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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...
14 hours 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...
17 hours 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...
2 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...
2 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 ($TSLA) Cybertrucks. (finance.yahoo.com) Hyundai is seeing a surge in demand for EVs. (semafor.com) Are EREVs the way forward for...
3 days ago
4 MIN READ
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Friday links: technology adoption
Tadas Viskanta Abnormal Returns
Markets The S&P 500 is back at all-time highs. (axios.com) Oil prices plunged today. (axios.com) A clear risk-on signal. (stockmarketmedia.com) Strategy The line between investing and gambling have never been blurrier. (wsj.com) You aren’t going...
4 days ago
2 MIN READ
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Thursday links: abundant AI
Tadas Viskanta Abnormal Returns
Markets How HALO stocks are performing YTD. (sherwood.news) It’s easy to forget but volatility tends to mean revert. (trendlabs.com) The market continues to find ways to surprise us. (om.co) Just how diversified is an index fund these...
4 days ago
2 MIN READ
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Longform links: crowds vs. community
Tadas Viskanta Abnormal Returns
Books Pablo Torre talks with David Epstein, author of “Inside the Box: How Constraints Make Us Better.” (podcasts.apple.com) A Q&A with Danny Funt, author of “Everybody Loses: The Tumultuous Rise of American Sports...
5 days ago
2 MIN READ
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Wednesday links: wild visions of the future
Tadas Viskanta Abnormal Returns
Markets How volatile has 2026 been so far? (morningstar.com) History tell us volatility is a feature of financial markets. Act accordingly. (larryswedroe.substack.com) Historical edges can disappear. (quantifiableedges.com) Companies Allbirds ($BIRD) is...
6 days ago
2 MIN READ
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Personal finance links: improving your credit score
Tadas Viskanta Abnormal Returns
Podcasts Daniel Crosby talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (podcasts.apple.com) Amy Arnott and Christine Benz talk with Harry Margolis...
6 days ago
2 MIN READ