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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...
6 hours ago
2 MIN READ
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Saturday links: our past advances
Tadas Viskanta Abnormal Returns
Autos It’s time to start thinking about the implications of the spread self-driving cars. (avc.xyz) Cars are increasingly at risk of getting bricked. (theatlantic.com) Amazon ($AMZN) wants to sell you a Hyundai. (wsj.com) A female crash test dummy...
5 months ago
4 MIN READ
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Monday links: crafty capital allocation
Tadas Viskanta Abnormal Returns
Strategy You are NOT Warren Buffett. How to be a better you. (ritholtz.com) What you are saying when you bet on individual stocks. (obliviousinvestor.com) Crypto Trump has two crypto-themed dinners this month. (cnbc.com) The Trump boys are on a deal...
12 months ago
2 MIN READ
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Thursday links: the penalty for lateness
Tadas Viskanta Abnormal Returns
Markets Bond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com) Highly shorted stocks are seeing a bid. (giftarticle.ft.com) Strategy Six lessons learned from Warren Buffett’s investing career...
3 months 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...
9 hours ago
2 MIN READ
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Research links: earnings uncertainty
Tadas Viskanta Abnormal Returns
Round-ups A round-up of recent academic research including ‘Forecasting Inflation: The Sum of the Cycles Outperforms the Whole.’ (alphainacademia.substack.com) A round-up of recent research about tariffs including ‘What Can History Tell...
3 months ago
2 MIN READ
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Monday links: spending to stay in place
Tadas Viskanta Abnormal Returns
Commodities Commodities are off to a strong start this year. (capitalspectator.com) Gold topped $5000 per ounce for the first time ever. (sherwood.news) Central banks keep snapping up gold. (mrzepczynski.blogspot.com) Crypto Bitmine ($BMNR) is buying...
3 months ago
2 MIN READ
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Saturday links: diminishing returns
Tadas Viskanta Abnormal Returns
Ford The Ford ($F) F-150 didn’t fail because it was a bad vehicle. (wsj.com) Ford ($F) wants to get into home battery storage. (canarymedia.com) Autos Tesla ($TSLA) sales fell 40% in Europe in 2025 (through November). (sherwood.news) How...
4 months ago
4 MIN READ
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Podcast links: harsh economic truths
Tadas Viskanta Abnormal Returns
Listening Podcasting app Overcast just turned 10 years old. (sixcolors.com) Matt Reustle and Dom Cooke talk podcast monetization with Matthew Sherry who is the Co-Founder and CEO of Platform Media. (joincolossus.com) Startups Logan Bartlett talks with...
2 years ago
2 MIN READ
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Sunday links: how to become a failed state
Tadas Viskanta Abnormal Returns
Private assets Even the best endowment managers are seeing disappointing private equity performance. (wsj.com) The track record of sovereign wealth funds isn’t great. (barrons.com) Wealthy investors are pouring money into private credit....
8 months ago
2 MIN READ