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Monday links: an antidote to insincerity
Tadas Viskanta Abnormal Returns
Markets Has equity market sentiment gotten too frothy? (sherwood.news) It doesn’t mean corrections can’t happen, but It’s hard to find fault with this market rally. (joefahmy.com) Crypto Robinhood ($HOOD) is launching tokenized US...
1 day ago
2 MIN READ
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Adviser links: assessing alternative demand
Tadas Viskanta Abnormal Returns
Podcasts Michael Batnick talks with Dave Nadig about the impact AI will have on the business of advice. (youtube.com) Michael Kitces and Carl Richards on the emotional challenges of working with HNW individuals. (kitces.com) Jess Bost and Mark Newfield...
1 day ago
2 MIN READ
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Sunday links: optimism and pessimism
Tadas Viskanta Abnormal Returns
Companies Globalization has been good for the profit margins of U.S. companies. (tker.co) Ten of the best founder-led companies including Axon Enterprises ($AXON). (fiscal.ai) History says AI won’t end with mass unemployment. (humbledollar.com)...
2 days ago
3 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Newsletters Make sure you stay on top of everything on Abnormal Returns. Sign up for our (free) daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for our (free) weekly advisor-focused...
3 days ago
1 MIN READ
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Saturday links: uniquely destructive technologies
Tadas Viskanta Abnormal Returns
EVs How China came to dominate EVs. (bbc.com) The U.S. is ceding the market for EVs to the Chinese. (ft.com) AVs How much is Waymo worth to Google ($GOOGL)? (wsj.com) Autonomous vehicles now seem closer to reality. (fasterplease.substack.com) Waymo...
3 days ago
4 MIN READ
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Friday links: lady luck
Tadas Viskanta Abnormal Returns
Strategy Why you shouldn’t fear all-time highs. (ritholtz.com) Compounding math is often confounding. (nytimes.com) Survivorship bias affects in any number of ways. (safalniveshak.com) Books A recommendation for Ben Wiener’s book “Fever Pitch:...
4 days ago
2 MIN READ
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Podcast links: an aging America
Tadas Viskanta Abnormal Returns
Economics Noah Smith talks abundance with Derek Thompson. (noahpinion.blog) Derek Thompson talks with NYC Democratic mayoral nominee Zohran Mamdani. (derekthompson.substack.com) Danny Crichton and Laurence Pevsner author of “Rebooting a Nation: The...
5 days ago
2 MIN READ
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Thursday links: a high-tech blitzkrieg
Tadas Viskanta Abnormal Returns
Strategy Stop looking for a turnaround in active management performance. (wealthmanagement.com) Set-it-and-forget-it is working for investors. (jeffreyptak.substack.com) Crypto In-kind redemption is coming for crypto ETFs. (theblock.co) Stablecoins may not...
5 days ago
2 MIN READ
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Longform links: digital afterlives
Tadas Viskanta Abnormal Returns
Books A Q&A with Evan Osnos, author of “The Haves and Have-Yachts: Dispatches on the Ultrarich.” (npr.org) An excerpt from “Investable! When Pandemic Risk Meets Speculative Finance – A Cautionary Tale,” by Susan...
6 days ago
2 MIN READ
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Wednesday links: operationalizing attention
Tadas Viskanta Abnormal Returns
Rates Muni bonds are underperforming in 2025. (morningstar.com) T-bills are growing a percentage of outstanding U.S. government debt. (wsj.com) Crypto Recent SPAC deals have a decided crypto flavor. (bloomberg.com) Please don’t use those Bitcoin...
6 days ago
2 MIN READ