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Thursday links: early admission
Tadas Viskanta Abnormal Returns
Strategy How big market moves engage different types of investors. (behaviouralinvestment.com) When it pays to bet on great businesses and just hang on. (permanentequity.com) Crypto HODLers are feeling the pain. (ft.com) Altcoins are feeling the...
22 hours ago
2 MIN READ
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Longform links: variations in performance
Tadas Viskanta Abnormal Returns
Books A Q&A with Christopher Mathias, author of “To Catch a Fascist: The Fight to Expose the Radical Right.” (hamiltonnolan.com) An excerpt from “The Microbiome Master Key: Harness Your Microbes to Unlock Whole-Body Health and...
1 day ago
2 MIN READ
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Wednesday links: inherent value
Tadas Viskanta Abnormal Returns
Markets A weaker dollar isn’t a problem, yet. (awealthofcommonsense.com) MSCI ($MSCI) has put Indonesia’s stock market on notice. (ft.com) Buyback growth is a global phenomenon. (snippet.finance) Technology It’s easy to forget how much...
2 days ago
2 MIN READ
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Personal finance links: the option to change
Tadas Viskanta Abnormal Returns
Podcasts Ben Carlson talks Social Security with Mike Piper, creator of the Oblivious Investor blog. (youtube.com) Barry Ritholtz talks with Wes Gray, founder and CEO of ETF Architect. (ritholtz.com) Jim Dahle talks alternative investments with Larry...
2 days ago
1 MIN READ
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Tuesday links: disappearing companies
Tadas Viskanta Abnormal Returns
Markets Non-US markets are sitting at all-time highs. (trendlabs.com) Defensive stocks led the way in January 2026. (on.spdji.com) Vanguard A look at the Vanguard fund fee reductions. (morningstar.com) Is Vanguard doing enough to solve service and...
3 days ago
2 MIN READ
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Research links: behavioral inefficiencies
Tadas Viskanta Abnormal Returns
Hedge funds How (successful) hedge funds generate alpha. (rupakghose.substack.com) Don’t let the name fool you, most hedge funds don’t hedge. (mrzepczynski.blogspot.com) Research Narratives matter in financial markets....
3 days ago
1 MIN READ
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Monday links: a bad tradeoff
Tadas Viskanta Abnormal Returns
Markets How major asset classes performed in January 2026. (capitalspectator.com) What’s going on with the dollar? (ritholtz.com) Prediction markets The CBOE ($CBOE) wants to bring back binary options. (wsj.com) Polymarket is explicitly banned in...
4 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...
4 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...
5 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...
5 days ago
1 MIN READ