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Research links: being early
Tadas Viskanta Abnormal Returns
Indexing What does an index of CTA returns actually measure? (mrzepczynski.blogspot.com) Why would anyone want to invest in an index of hedge fund returns? (ft.com) Diversification Bob Elliott, “While selection alpha is uncertain, the benefits...
10 months ago
1 MIN READ
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Tuesday links: deliberate lies
Tadas Viskanta Abnormal Returns
Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (on.ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com)...
1 month ago
2 MIN READ
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Monday links: an antidote to insincerity
Tadas Viskanta Abnormal Returns
Markets Has equity market sentiment gotten too frothy? (sherwood.news) It doesn’t mean corrections can’t happen, but It’s hard to find fault with this market rally. (joefahmy.com) Crypto Robinhood ($HOOD) is launching tokenized US...
3 days ago
2 MIN READ
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Tuesday links: resisting gravity
Tadas Viskanta Abnormal Returns
Strategy Joe Wiggins, “Any investment is only as good as our ability not to make bad choices while we own it.” (behaviouralinvestment.com) Why so many market moves are seemingly paradoxical. (demystifyingmarkets.com) On the difference between...
10 months ago
2 MIN READ
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Wednesday links: the nature of knowledge work
Tadas Viskanta Abnormal Returns
Markets 2024 is the year of the megacap. (bilello.blog) Why market strategists are ditching S&P 500 price targets. (axios.com) Indexing Just how much has indexing affected markets? (institutionalinvestor.com) Why indexing will never take over the...
12 months ago
2 MIN READ
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Podcast links: managing your emotions
Tadas Viskanta Abnormal Returns
Economy Cardiff Garcia talks with Jared Bernstein about the post-Bidenomics economy. (podcasts.apple.com) Laurence Kotlikoff talks with the FT’s Martin Wolf about the impact of Trump on the global economy.. (larrykotlikoff.substack.com) Russell...
5 months ago
1 MIN READ
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Podcast links: confidence and creativity
Tadas Viskanta Abnormal Returns
Government Derek Thompson talks DOGE and government spending with Michael Geruso and Tim Layton. (podcasts.apple.com) Jordan Harbinger talks modern autocracies with Anne Applebaum, author of “Autocracy, Inc.: The Dictators Who Want to Run...
4 months 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...
3 days ago
2 MIN READ
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Saturday links: the real purpose of fun
Tadas Viskanta Abnormal Returns
EVs People overestimate how much they drive: a week with a Kia EV9. (wsj.com) Can solar energy be used to power an EV? (goodgoodgood.co) EV adoption by state. (visualcapitalist.com) Energy Natural gas is plentiful. (wsj.com) Everything that is holding...
10 months ago
4 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Top clicks this week Why this is different than the GFC. (morningstar.com) What is the basis trade? (apolloacademy.com) ‘Sell America’ includes selling Treasurys. (morningstar.com) How long does it take for the stock market to recover from a...
3 months ago
1 MIN READ