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Wednesday links: the best use of talent
Tadas Viskanta Abnormal Returns
Markets The stock market doesn’t care about you. (tonyisola.com) How long do dollar moves last? (larryswedroe.substack.com) Real estate REITs have struggled to keep up with the stock market. (morningstar.com) The supply of office space is set...
23 hours ago
2 MIN READ
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Personal finance links: money issues
Tadas Viskanta Abnormal Returns
Podcasts Chris Hutchins talks with Nick Maggiulli about his forthcoming book “The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life.” (chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book...
1 day ago
2 MIN READ
AI: OpenAI & Microsoft almost at an impasse. RTZ #754
AI: OpenAI & Microsoft almost at an impasse. RTZ #754
Michael Parekh AI: Reset to Zero
It’s down to brass tacks on the iconic Microsoft/OpenAI partnership. After months of speculation, lots of leaks, and behind the scenes negotiations, the two partners seem to be at loggerheads. They need to find to move together while concurrently move...
1 day ago
9 MIN READ
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Tuesday links: building capacity
Tadas Viskanta Abnormal Returns
Strategy You can’t eliminate the noise, but you can manage around it. (ritholtz.com) Should you exclude Chinese stocks from your international allocation? (morningstar.com) History only tells us so much about investment returns....
2 days ago
2 MIN READ
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Research links: random deviations
Tadas Viskanta Abnormal Returns
Quant stuff A round-up of recent research on risk including ‘Financial and Business Cycle Risk Premia.’ (capitalspectator.com) A review of “Financial Statement Analysis for Value Investing” by Stephen Penman and Peter...
2 days ago
1 MIN READ
AI: That Constant, Gnawing AI Uncertainty. #753
AI: That Constant, Gnawing AI Uncertainty. #753
Michael Parekh AI: Reset to Zero
Fear has been the key first ingredient in in version of the Generative AI Tech Wave from its earliest days, that made it fundamentally different than most other technology waves. Our core AI ‘Godfather’s continue to be terrified of ‘it’. It started of...
2 days ago
9 MIN READ
Stocktwits Chart Art: June 16, 2025
Stocktwits Chart Art: June 16, 2025
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market rebounded after reports that Iran was seeking a ceasefire through communication with the U.S. after four days of air warfare scared equities into a sell-off. This week is the G7...
3 days ago
4 MIN READ
Hopes For Peace
Hopes For Peace
Tom Bruni The Daily Rip
Presented by StartEngine CLOSING BELLMarket Climbs On Hope For Peace [belated] The market climbed after a weekend of protests and parades when news reports said Iran was trying to communicate with the U.S. to achieve a ceasefire with Israel. It was a...
3 days ago
12 MIN READ