Adviser links: a competitive game
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsBrendan Frazier talks with Julie Littlechild, founder and CEO of Absolute Engagement, about creating meaningful conversations. (wiredplanning.com)Ben Johnson and Julie Willoughby talk with Tony Davidow who is a senior alternative investment strategist for the Franklin Templeton Institute. (open.spotify.com)The bizDespite the headlines, Fidelity is still hiring. (riabiz.com)UBS is the biggest wealth manager outside of North America. (ft.com)AdvisersAdvisers are beset with online scams. (riabiz.com)When do you need to register as an investment adviser? (obliviousinvestor.com)How to pick an encrypted file system. (xyplanningnetwork.com)Clients are increasingly willing to meet remotely. (investmentnews.com)How home buying is going to change with the upheaval of realtor commissions. (thebasispoint.com)How Social Security spousal benefits differ from survivor benefits. (financialducksinarow.com)How long term care risk differs for couples and singles. (papers.ssrn.com).....»»
Sunday links: when irrationality takes over
MarketsMarket valuations aren't that helpful in the short term. (tker.co)The U.S. yield curve has been inverted for a record amount of time. (ft.com)StrategyWhy you can ignore all the magazine cover commentary. (downtownjoshbrown.com)Why it's so hard to profit from a big trend, like AI. (wsj.com)FinanceA Reddit IPO is another sign that VCs are coming to terms with a new reality. (ft.com)Who would be a buyer of an independent TikTok? (axios.com)Private equity return dispersion is a problem. (mrzepczynski.blogspot.com)How search funds work. (nytimes.com)PolicyHow much the U.S. relies foreign born STEM talent. (axios.com)Everybody wants simpler taxes, but it never happens. (wsj.com)Why so many members of Congress are calling it quits. (vox.com)There is a growing GOP caucus to work on climate change. (wsj.com)Marriage is a good deal, financially, in the U.S. (vox.com)Anti-IVF has found traction because a small minority oppose it vehemently. (theatlantic.com)Children are becoming a luxury good. (bloomberg.com)EconomyConsumer balance sheets are in good shape. (awealthofcommonsense.com)Shelter inflation is still going to come down this year. (disciplinefunds.com)One reason why inflation isn't slowing as fast as hoped. (ft.com)Industrial production is fading. (bonddad.blogspot.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks last week on the site. (abnormalreturns.com)What you missed in our Saturday linkfest. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaOn the end of the 6% real estate commission. (cnn.com)The management consulting business is struggling. (wsj.com)Nobody is happy with the state of dating apps. (nytimes.com).....»»
Saturday links: four-light traffic signals
On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... AutosNot every car (or SUV) has the same impact on cities. (reasonstobecheerful.world)12 volt batteries are the Achilles heel of EVs. (wsj.com)High pollen levels are associated with more auto accidents. (nber.org)Some problems that Tesla ($TSLA) Cybertruck owners are having. (slate.com)Hank Green on why so many new cars look like 'wet putty.' (youtube.com)How four-light traffic signals work. (newatlas.com)EnergyConcrete production is a prime target for reducing carbon emissions. (wsj.com)Aging power lines are a growing wildfire risk. (npr.org)The world's biggest airplane is designed to transport the biggest wind turbine blades. (wsj.com)How agrivoltaics are growing in use. (theconversation.com)How to capture the heat in sewage. (thecooldown.com)U.S.-based First Solar ($FSLR) is growing. (thecooldown.com)EnvironmentThe costs of climate change are exacerbated by national borders. (papers.ssrn.com)Mexico City has a water (shortage) problem. (cbsnews.com)How to create cities that absorb more water. (wired.com)Check out a recycling robot at work. (fastcompany.com)Spring is arriving earlier and earlier. (vox.com)Mother Nature is undefeated. (thedailybeast.com)Air travelThe simplest explanation for the disappearance of MH370 is the most likely. (thedailybeast.com)How to re-route planes to reduce the production of contrails. (technologyreview.com)Self-serve kiosks could be the future of airport security. (jalopnik.com)AnimalsWhat happens in your brain when you play with a dog. (nbcnews.com)Why baby eels are the most valuable fish, on a per pound, basis in the U.S. (apnews.com)Why crows love cities. (msn.com)Why do animals play? (theatlantic.com)ScienceMany research papers are at-risk of disappearing from the internet. (nature.com)How technology is being used to suss out faked scientific results. (wsj.com)CovidWhat lessons can we learn from the Covid pandemic? (wsj.com)Covid vaccines helped prevent post-infection cardiac events. (heart.bmj.com)Why those 65+ are encouraged to get another Covid booster. (statnews.com)CancerWhy are bowel cancer rates rising for the under-50 crowd? (newscientist.com)A simple blood test for colon cancer would be a welcome development. (npr.org)VaccinesIf you are over 50, get the shingles vaccine. (slate.com)Merck ($MRK) is developing new HPV vaccinations. (biopharmadive.com)HealthNovo Nordisk’s Wegovy is now approved to treat heart disease. (cnbc.com)The decline in global child mortality is a modern miracle. (vox.com)Are maternal death rates in the U.S. overstated? (axios.com)Even low levels of wildfire smoke are bad for workers. (papers.ssrn.com)Some hope for the fight against Lyme disease. (wired.com)Some confounding results on the incidence of asthma in children. (newatlas.com)Microplastics, ugh. (scientificamerican.com)FitnessOne you are in pain, you may have waited too long to visit a physical therapist. (gq.com)Why women should not ignore strength training. (npr.org)We really don't know how much protein to consume. (theatlantic.com)Longevity enthusiasts are pushing rapamycin. (msn.com)FoodLiquid Death just raised capital at a $1.4 billion valuation. (retaildive.com)Stone fruit are uniquely at-risk of climate change. (msn.com)Keurig is working to eliminate single-use plastic pods. (abcnews.go.com)How a better sprayer could help reduce pesticide use. (news.mit.edu)DrinkLow dose hemp THC beverages are going to take share from beer. (mindsetvalue.substack.com)Cannabis use is displacing alcohol, and other substances. (gothamgal.com)Mood and alcohol consumption. (papers.ssrn.com)MediaHow much Disney ($DIS) claims to have made on various franchises. (thewrap.com)Apple TV+ dominates 'Prestige Dad TV.' (gq.com)How local folklore explain a movie's performance. (papers.ssrn.com)SportsInside the weird world of real estate among MLB players. (theathletic.com)The NFL plans to eliminate the chain gang. (huddleup.substack.com)CollegeColleges are pushing back enrollment dates due to FASFA issues. (indystar.com)The college admissions season is particularly chaotic. (wsj.com)Hilton ($HLT) is betting on college towns. (wsj.com)Earlier on Abnormal ReturnsWhat you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: understanding the past. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaHow to push through discomfort. (nirandfar.com)You can do hard things. (dariusforoux.com).....»»
Friday links: a less predictable world
CryptoHow spot Bitcoin ETFs are managed in real life. (davenadig.substack.com)Wealth management firm Cetera Financial Group has approved four spot Bitcoin ETFs. (theblock.co)Matt Reustle talks the FTX restructuring with Erin Broderick who is a restructuring and insolvency specialist at Eversheds Sutherland. (joincolossus.com)Crypto riches could fuel another bull market in used Rolexes. (bloomberg.com)Fund managementPassive investing is driving down fees on all type of funds. (on.ft.com)When fund companies oversell the benefits of an investment. (fortunesandfrictions.com)FoodMark Lore's startup Wonder is spending big to try to solve dinner. (nytimes.com)Kernel is a vegan takeout place where the food is made largely by robots. (axios.com)Restaurants are fighting back against no-shows. (nytimes.com)LaundryLaundry has a growing microplastics problem. (grist.org)This is the future of laundry. (wsj.com)Economy2024 Q1 GDP still tracking around 2% growth. (calculatedriskblog.com)The US yield curve has been inverted for 424 days straight. (ft.com)Why you shouldn't write off the yield curve indicator yet. (econbrowser.com)Earlier on Abnormal ReturnsPodcast links: understanding the past. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: false empowerment. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed media40 lessons at age 40 including 'Life advice is like clothing.' (markmanson.net)Hyperlinks helped create the web. Tech giants want to kill them. (hottakes.space)How the pandemic unleashed the 'introvert economy.' (worth.com).....»»
Podcast links: understanding the past
Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the... ImmigrationCardiff Garcia talks immigration with Andrew Selee who is the head of the Migration Policy Institute. (podcasts.apple.com)Stephen Dubner and guests on America's 'supremely messed-up immigration system.' (freakonomics.com)InnovationCameron Passmore and Justin Carbonneau talk with Adam Alter, whose new book "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most." (rationalreminder.ca)Jim O'Shaughnessy talks with Cedric Chin of Commoncog newsletter fame about finding useful, practical ways to accelerate business expertise. (infiniteloopspodcast.com)Scott Barry Kaufman talks with Columbia business professor Shena Lyengar on how we make choices and innovate. (podcasts.apple.com)FinancePatrick O'Shaughnessy talks with Anne-Marie Peterson who is an equity portfolio manager at Capital Group. (joincolossus.com)Barry Ritholtz talks with Mark Wiedman, head of global client business at investing giant Blackrock ($BLK). (ritholtz.com)Justin Carbonneau and Jack Forehand talk market history with Mark Higgins, author of "Investing in U.S. Financial History: Understanding the Past to Forecast the Future." (youtube.com)David Perell talks writing and more with Michael Mauboussin. (open.spotify.com)ClimateSteve Clapham talks the energy transition with Emmanuel Lagarrigue who is the Co-Head of Climate at KKR. (behindthebalancesheet.com)Sean Illing talks with Stephen Markle author of "The Deluge." (podcasts.apple.com)Non-financeNilay Patel talks with Kyle Chayka, author of the new book "Filterworld: How Algorithms Flattened Culture." (theverge.com)Aaron Lammer, Max Linsky, and Evan Ratliff talk with 'inveterate dilettante' Derek Thompson. (pod.link)Jordan Harbinger talks with Charles Duhigg author of "Supercommunicators: How to Unlock the Secret Language of Connection." (jordanharbinger.com)Jonathan Fields talks with Dr. Jud Brewer author of "Unwinding Anxiety: New Science Shows How to Break the Cycles of Worry and Fear to Heal Your Mind." (goodlifeproject.com)Joe Weisenthal and Tracy Alloway talk with Ryan Harlan, the director of business development at the E Tech Group, about why we are in the golden age of snacks. (podcasts.apple.com)Laurie Santos and Tim Harford talk about the power of subtraction. (pushkin.fm)Tim Ferriss talks with author Hugh Howey. (tim.blog).....»»
Thursday links: infinite patience
CryptoHow Grayscale nabbed the coveted $BTC ticker. (axios.com)Clients are asking advisers about crypto. (wsj.com)FinanceSwearing on company conference calls is on the rise. (ft.com)ARMs are no longer a bargain. (wsj.com)MediaHollywood is rethinking the value of mergers. (hollywoodreporter.com)Derek Thompson talks with Lucas Shaw about the end of the franchise formula. (open.spotify.com)Cable's decline is accelerating. (spyglass.org)SportsWho is the proposed sports streaming service for? (wsj.com)Private equity is eyeing college sports. (institutionalinvestor.com)The PGA is upping its media game. (sportico.com)EconomyStill no sign of a sustained pickup in initial unemployment claims. (calculatedriskblog.com)Markets are, for now, expecting a June rate cut. (capitalspectator.com)The pandemic killed older Americans' desire to stay in the workforce. (bloomberg.com)Earlier on Abnormal ReturnsLongform links: false empowerment. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: a shared home. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaChewing gum makers are looking for a new source of demand. (apnews.com)Access to raw milk has become a political issue. (politico.com)Why some states are pushing back against cultivated meat. (arstechnica.com)Why more research into ultra-processed foods is needed. (wsj.com).....»»
Longform links: false empowerment
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links behind the paywall are used. You can check out... BooksAn excerpt from Abigail Shrier’s new book, “Bad Therapy: Why the Kids Aren’t Growing Up.” (wsj.com)An excerpt from "The Human Disease: How We Create Pandemics, From Our Bodies to Our Beliefs" by Sabrina Sholts. (smithsonianmag.com)An excerpt from "Supercommunicators: How to Unlock the Secret Language of Connection" by Charles Duhigg. (behavioralscientist.org)American FlannelAn excerpt from "American Flannel: How a Band of Entrepreneurs Are Bringing the Art and Business of Making Clothes Back Home" by Steven Kurutz. (theatlantic.com)A Q&A with Steven Kurutz author of "American Flannel: How a Band of Entrepreneurs Are Bringing the Art and Business of Making Clothes Back Home." (gq.com)InvestingFermat Capital Management owns the world's largest portfolio catastrophe bonds. (bloomberg.com)Investment factors are a big business. So the models (and data) used matter. (bloomberg.com)LongreadsA new drug, Trikafta, is giving cystic fibrosis patients a new lease on life. (theatlantic.com)Human-created content is getting further pushed aside by AI-generated content. (wheresyoured.at)Southern Appalachia is the hot new retirement destination. (wsj.com)Mass timber construction is great, but is not a panacea. (construction-physics.com)Toronto is running out of burial space. (thelocal.to)MrBeast perfected the YouTube video. Now he's changing things up. (polygon.com)Don't kid yourself, phones are the problem. (theatlantic.com).....»»
Wednesday links: a good process
CryptoTravis Kling, "The evidence for the rise of Financial Nihilism is all around us." (epsilontheory.com)How much is Bitcoin worth? Nobody really knows. (wired.com)The spot Bitcoin ETF fee war is here. (etf.com)FinanceWhy Evercore ($EVR) is outperforming other investment banks. (on.ft.com)There is still a lot of uncertainty around office building valuations. (axios.com)The long and winding road to a Reddit IPO. (nytimes.com)Fund managementVenture capital is seeing a changing of the guard as experienced VCs pull the ripcord. (nytimes.com)Private equity shops are turning into one-stop alternative asset providers. (semafor.com)18% of DFA's AUM is now in ETFs. (riabiz.com)AIWhat flavor of AI should your company buy? (wsj.com)How AI is making industrial robots smarter. (nytimes.com)Online platforms are increasingly at-risk at being flooded by generative AI. (theatlantic.com)RetailPrivately-owned Publix is putting other grocery chains to shame. (barrons.com)Dollar Tree ($DLTR) is planning to close some 1,000 locations. (cnn.com)Ashley Furniture is a 'quiet juggernaut.' (axios.com)Economy"Real aggregate non-supervisory payrolls made a new all-time high in February." (bonddad.blogspot.com)Consumer inflation is still in a downtrend. (disciplinefunds.com)Earlier on Abnormal ReturnPersonal finance links: a shared home. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: the smallest argument. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaHow the interstate highway system changed America forever. (fortunefinancialadvisors.com)Businesses that rely on snow (and ice) are struggling this winter. (wsj.com)Being an executive at Russian oil company Lukoil is dangerous. (thedailybeast.com).....»»
Personal finance links: a shared home
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how... PodcastsChristine Benz and Amy Arnott talk with Anne Lester author of "Your Best Financial Life: Save Smart Now for the Future You Want." (morningstar.com)Dan Haylett talking Paul Armson about lifestyle financial planning. (humansvsretirement.com)Shane Parrish talks with Chris Davis about the challenges of inter-generational wealth. (fs.blog)Khe Hy talks with Noah Kagan about building a side hustle without losing your mind. (open.spotify.com)RetirementA lot of things can upend a successful retirement. (humbledollar.com)Managing withdrawals in retirement is a real challenge. (humbledollar.com)Seven reasons to keep working including 'Keep the doctors at bay.' (humbledollar.com)FamilyChildren know when parents are having money struggles. (theconversation.com)A shared house is a player in a relationship, especially in divorce. (nytimes.com)SpendingHow much should you spend on vacation? (artofmanliness.com)Not all lifestyle creep is bad. (mr-stingy.com)How shipping offerings from Amazon, Target, and Walmart compare. (wsj.com)Personal financeHigher interest rates have upended the mortgage paydown decision. (morningstar.com)Should financial advice be gentle or authoritarian? (tonyisola.com)The best financial advisor for you may not be local. (barrons.com)20 IRA mistakes to avoid including 'Assuming Roth IRA contributions are always best.' (morningstar.com)More evidence there is a confidence gap between male and female investors. (on.ft.com).....»»
Research links: the smallest argument
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at... Private equityHow has private equity performed outside the U.S.? (alphaarchitect.com)On the growing importance of private equity secondary transactions. (linkedin.com)Why do private equity firms allow co-investment? (papers.ssrn.com)Does venture debt still have a future? (papers.ssrn.com)SkewnessInvestors love to pay up for skewness. (alphaarchitect.com)People (poker players) love skewness. (papers.ssrn.com)ResearchAt what rate do small caps transition into large caps? (mailchi.mp)More evidence for the momentum effect. (mrzepczynski.blogspot.com)How retail investors help drive post-earnings drift. (klementoninvesting.substack.com)Comparing the diversification benefits of global macro hedge funds vs. managed futures. (mrzepczynski.blogspot.com)Tone in corporate filings matter for stock prices. (papers.ssrn.com)Why Fama-French came under scrutiny for their data. (bloomberg.com)Are AI trading bots going to end up colluding? (papers.ssrn.com)A round-up of recent research on combination model forecasting. (capitalspectator.com).....»»
Tuesday links: a too short time horizon
MarketsAre the Magnificent Seven all that overvalued? (morningstar.com)Has Nvidia ($NVDA) earned it valuation? (theirrelevantinvestor.com)CryptoWhy this crypto rally is different. (ofdollarsanddata.com)Wall Street is all-in on Bitcoin. (ft.com)Grayscale is cloning its spot Bitcoin ETF with the Grayscale Bitcoin Mini Trust ($BTC) is coming. (wealthmanagement.com)CompaniesWhy Reddit isn't allocating too much of its IPO to power users. (ft.com)Meta ($META) can now be added to dividend indices. (wisdomtree.com)GlobalSigns of strength in the Mexican economy. (apricitas.io)Canada's economy has some real advantages. (bloomberg.com)Agriculture is driving Brazil's economy. (marginalrevolution.com)EconomyFebruary CPI increased 0.4%. (calculatedriskblog.com)Post-pandemic inflation is a mix of supply and demand factors. (papers.ssrn.com)Earlier on Abnormal ReturnsResearch links: the smallest argument. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: assuming future returns. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaHow some media startups are thriving by focusing on subscriptions and newsletters. (nytimes.com)Paramount ($PARA) seems to be in play. (axios.com)Deadspin has been sold to a European entity. (frontofficesports.com).....»»
Monday links: exercising greater control
MarketsIt shouldn't be surprising that technology dominates the S&P 500. (ft.com)Are current money market mutual fund assets all that unusual? (morningstar.com)CryptoBlackRock’s iShares Bitcoin Trust ($IBIT) has topped $10 billion in AUM. (ft.com)Blackrock's ($BLK) turnaround on Bitcoin really is stunning. (wsj.com)Microstrategy ($MSTR) keeps buying more Bitcoin. (barrons.com)FinanceA Reddit IPO is on deck. (axios.com)On the end of SVB a year later. (om.co)Why do investment banks love having co-heads of divisions? (ft.com)RetailWhy retailers aren't talking about theft as much this year. (npr.org)Is this the future of malls? (wsj.com)WorkThe many ways in which the world of work has changed since Covid. (wsj.com)Businesses that rely on office workers are struggling. (bbc.com)Earlier on Abnormal ReturnsAdviser links: assuming future returns. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)Mixed mediaHow a ban on TikTok could come to be. (axios.com)Who is rallying to the defense of TikTok in the U.S.? (noahpinion.blog)Telegram could go public. (ft.com).....»»
Adviser links: assuming future returns
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsZach Conway and Kelsey McKenna talk with Michael Batnick about Ritholtz Wealth's discuss leading with culture, effective hiring strategies, and building a strong foundation for your business. (youtube.com)Brendan Frazier on the benefit to shifting from “Advisor-Driven” to “Client-Inspired” advice. (wiredplanning.com)Jonathan Fields talks with Ashton Applewhite, author of "This Chair Rocks: A Manifesto Against Ageism." (goodlifeproject.com)Daniel Crosby with another sneak peek from "The Soul of Wealth." (standarddeviationspod.com)The bizWhere does Goldman Sachs' ($GS) custody effort stand? (riabiz.com)Morgan Stanley Wealth Management is launching a new Private Markets Transaction Desk. (wealthmanagement.com)The latest in advisortech news including MSCI's acquisition of Fabric Risk. (kitces.com)Harness Wealth is offering a new tax advisory platform. (techcrunch.com)XYPNXYPN Sapphire has launched. (wealthmanagement.com)AdvicePay is looking for a new permanent CEO. (riabiz.com)AdvisersPutting RIAs together requires 'integration, unification, and assimilation.' (investmentnews.com)Clients are increasingly willing to deal with advisers remotely. (investmentnews.com)How you can identify optimism bias in clients. (advisorperspectives.com)How to talk to younger clients about Social Security. (thinkadvisor.com)Who benefits from lifetime income solutions? (blackrock.com)Lessons learned about death and money including 'boundaries are important.' (kindnessfp.com).....»»
Sunday links: clinging to bad ideas
MarketsFANG stock skeptics were wrong. (morningstar.com)Nvidia ($NVDA) is not sitting on its laurels. It is investing big in the future. (wsj.com)StrategyBen Carlson, "Our emotions are rigged, not the stock market." (awealthofcommonsense.com)Index funds are growing. So is their impact. (theirrelevantinvestor.com)Ian Cassel, "Buffett has been compounding his reputation for 70 years with investors, operators, financiers, world leaders, everyone. The result is people desire his opinion and approval." (microcapclub.com)PolicyThe pro-life movement is at odds with IVF. (newyorker.com)Liberal cities are embracing anti-crime policies. (politico.com)Teachers are leaving the profession at historically high levels. (wsj.com)The long history of rent control in Sweden. (betonit.ai)EconomyWhy is productivity improving? (tker.co)Rail traffic rebounded in February. (calculatedriskblog.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks last week on the site. (abnormalreturns.com)What you missed in our Saturday linkfest. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaHow demographics rules everything around us. (awealthofcommonsense.com)We are at 'peak Millennial.' (nytimes.com).....»»
Saturday links: an imperfect test
On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... AutosEurope is cracking down on the use of touchscreens. (theverge.com)Rivian ($RIVN) is planning a smaller SUV, the R2. (wired.com)What it's like to charge a Ford ($F) Mach-E at a Tesla ($TSLA) Supercharger. (wsj.com)Where in the U.S. EVs are (and are not) popular. (nytimes.com)EnergyAmerica needs more power. (msn.com)Utilities have a wildfire problem. (ft.com)Direct air capture of carbon is way too expensive. (sciencedaily.com)Tankless water heaters are becoming more popular. (thecooldown.com)How the solar eclipse will affect solar power generation. (theconversation.com)Temperatures2024 saw the hottest February on record. (newscientist.com)Earlier cherry tree blossoms highlight a changing climate. (kottke.org)What white-tailed tropicbirds are saying about the changing climate. (hakaimagazine.com)OceansOcean temperatures hit a record high in February. (reuters.com)Why there is turning the heat back down on the world's oceans. (theatlantic.com)Why it's a big deal that a gray whale has shown up in the Atlantic Ocean. (nbcnews.com)Sinking cities will exacerbate coastal flooding. (sciencedaily.com)AnimalsAmericans are giving up on unconventional animals like llamas and emus. (washingtonpost.com)Why elephants in southern Africa are 'doing well.' (reasonstobecheerful.world)Mass die-offs are hitting salmon farms more frequently. (newscientist.com)BehaviorSome evidence a single dose of LSD could help treat anxiety. (cnn.com)Five insights from Sue Varma's book "Practical Optimism: The Art, Science, and Practice of Exceptional Well-Being." (nextbigideaclub.com)HealthSeasonal allergies are not just a nuisance. (klementoninvesting.substack.com)The FDA has approved the first OTC continuous glucose monitor. (engadget.com)The price of asthma meds are soaring. (theconversation.com)Denisovian's genetic legacy lives on in homo sapiens. (nytimes.com)TechnologyThese 16 companies dominate Google Search. (detailed.com)Apple's ($AAPL) App Store has fractured by geography. (nytimes.com)The problem with smart home technology. People move. (theverge.com)CovidNearly no one is 'Covid-naive' at this point. (papers.ssrn.com)Lactating mothers who get the COVID-19 booster pass along the antibodies to their children via their breast milk. (sciencedaily.com)This guy had 217 Covid vaccinations. He seems fine. (newatlas.com)HealthHow GLP-1s 'turn down the dial of want.' (vox.com)Florida is not releasing much information about its measles outbreak. (statnews.com)More education is good for your health. (sciencedaily.com)DogsGood results from a canine cancer vaccine trial. (newatlas.com)Marijuana-sniffing dogs are being put out of a job. (apnews.com)DrugsWhen can you drive after using cannabis? (wsj.com)Ibogaine is in use around the world to help treat opioid addiction, but not in the U.S. (nytimes.com)DrinkAnother reason why youth drinking is in decline among American teens. (marginalrevolution.com)How rap music affects liquor sales. (ft.com)FoodYour food is less nutritious than it used to be. (modernfarmer.com)We are in the golden age of condiments, refrigerator space be damned. (wsj.com)Agritourism has become a big business. (modernfarmer.com)Some home coffee making myths including 'Your coffee machine cleans itself with hot water.' (wsj.com)Why don't all burritos have french fries in them? (slate.com)Why egg shells are cracking more. (businessinsider.com)Is raw milk cheese safe to eat? (scientificamerican.com)EntertainmentWhy would a studio shelve a nearly completed film instead of just releasing it? (npr.org)Warner Bros. ($WBD) Max is planning a password sharing crackdown. (theverge.com)Netflix ($NFLX) is losing ground in Africa. (variety.com)The business of standup comedy is booming. (variety.com)ChildrenWhy are you overscheduling your children? (joylere.substack.com)Fewer children can mean bigger sibling age gaps. (theatlantic.com)Melatonin doesn't come in child-proof packaging. (wsj.com)Women's sportsThe Las Vegas Aces have sold out season tickets for the 2024 season. (frontofficesports.com)A women-owned bar that focuses on women's sports. (goodgoodgood.co)There is a bull market in Caitlin Clark memorabilia. (sportico.com)Caitlin Clark drives ticket sales. (nytimes.com)CollegeA growing number of small colleges are in financial distress. (finance.yahoo.com)The SAT is going digital. (npr.org)College is worth it. (axios.com)Earlier on Abnormal ReturnsWhat you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: clear messaging. (abnormalreturns.com)The 2024 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaHow to do an intermittent digital fast. (primecuts.substack.com)How to get better at small talk. (vox.com)There are two kinds of kindness. (moretothat.com).....»»
Podcast links: clear messaging
Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the... The bizTranscripts have come to Apple ($AAPL) Podcasts. (sixcolors.com)The Apple ($AAPL) vs. Spotify ($SPOT) fight heats up. (spyglass.org)EconomyDerek Thompson talks with Judd Cramer about what economists got wrong about the current economy. (theringer.com)Russ Roberts talks with Jeremy Weber, author of "Statistics for Public Policy: A Practical Guide to Being Mostly Right (or at Least Respectably Wrong)." (econtalk.org)Michael Klein talks about the role of the U.S. dollar with Linda Goldberg, a Financial Research Advisor at the Federal Reserve Bank of New York. (econofact.org)CompaniesPatrick O'Shaughnessy talks AI with Aravind Srinivas is the founder and CEO of Perplexity. (joincolossus.com)Joe Weisenthal and Tracy Alloway talk with Celsius Holdings ($CELH) CEO John Fieldly. (podcasts.apple.com)Matt Reustle talks with James Wilson, who is a fund manager at Phoenix Asset Management, about CNX Resources ($CNX). (joincolossus.com)Roben Farzad talks all things media with Josh Tyrangiel. (podcasts.apple.com)FinanceBarry Ritholtz talks with David Snyderman, global head of Magnetar Capital LLC’s alternative credit and fixed-income business. (ritholtz.com)Tyler Cowen talks with Marc Rowan, co-founder and CEO of Apollo Global Management ($APO). (conversationswithtyler.com)Justin Carbonneau and Jack Forehand talk with Mike Taylor, manager of the Simplify Health Care ETF ($PINK). (youtube.com)David Perell talks writing and more with Howard Marks. (youtube.com)Non-financeAdam Grant talks with Cal Newport about his new book "Slow Productivity: The Lost Art of Accomplishment Without Burnout." (podcasts.apple.com)John Reeder talks with a group that provides sports bettors with a valuable service. (open.spotify.com)Brett McKay talks with Ben Guttmann author of "Simply Put: Why Clear Messages Win—and How to Design Them." (artofmanliness.com)Laurie Santos talks with Todd Baratz author of "How to Love Someone Without Losing Your Mind." (pushkin.fm).....»»
Friday links: an epic run
StrategyWhat's the investment case for gold? (awealthofcommonsense.com)Investing is uncertainty. Pick your poison. (fortunesandfrictions.com)Drawdowns are the price of investing. (bestinterest.blog)FinanceWhy Wall Street pushes alternatives: high fees. (wsj.com)Are structured products to blame for muted volatility? (ft.com)Launching a new ETF? Better have a catchy ticker. (ft.com)Venture capitalWith SVB gone, which bank(s) are VCs and startups turning to? (on.ft.com)A Q&A with Ben Sun who has built Primary Venture Partners. (thegeneralist.substack.com)Startups are buying fewer startups. (news.crunchbase.com)RestaurantsHow American restaurants have adapted to the post-Covid era. (theatlantic.com)Restaurants are getting squeezed by higher costs and a customer reluctance to pay higher prices. (wsj.com)Restaurants don't want your part of 6 (or 8). (wsj.com)EconomyThe February NFP report shows continued jobs growth and a 3.9% unemployment rate. (calculatedriskblog.com)The household and establishment employment surveys differ. (bonddad.blogspot.com)Where does the real-time Sahm Rule stand. (econbrowser.com)How the Biden and Trump economies compare. (econbrowser.com)Earlier on Abnormal ReturnsPodcast links: clear messaging. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: single AI answers. (abnormalreturns.com)The 2024 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaWhat the introduction of the spreadsheet tells us about generative AI. (timharford.com)When presenting data charts, decisions need to be made. (flowingdata.com)How overwork can come back to bite you. (ryanholiday.net)Who is still working from home? (nytimes.com).....»»
Thursday links: embedded optionality
MarketsApple, Google and Tesla are underperforming. (allstarcharts.com)How much BBB-rated debt does your corporate bond fund own? (morningstar.com)FinanceJust how risky is the prime brokerage business? (ft.com)Robinhood ($HOOD) has hired Klutch Sports to help with marketing. (sportico.com)AppleWhy Apple ($AAPL) cut bait on its car efforts. (bloomberg.com)The Apple ($AAPL) Car is not a total write-off. (macworld.com)Apple ($AAPL) got tired of waiting for a payoff from its car efforts. (spyglass.org)ShoppingSmaller Whole Foods Market Daily Shops are coming to urban areas. (ny.eater.com)The same-day delivery battle is heating up. (axios.com)Sports gamblingDraftkings ($DKNG) and FanDuel ($FLUT) are moving beyond just sports betting. (businessinsider.com)Why sports gambling addiction is on the rise. (theincidentaleconomist.com)GlobalItaly's economy is having a moment. (ft.com)Chinese companies like Temu are pouring money into online ads in the U.S. (nytimes.com)Global income inequality has fallen. (papers.ssrn.com)Sweden has officially joined NATO. (cnn.com)EconomyWholesale used car prices are down 13.1% year-over-year. (calculatedriskblog.com)Still no sign of a sustained uptick in weekly initial jobless claims. (bonddad.blogspot.com)How higher interest rates help push inflation down. (disciplinefunds.com)Earlier on Abnormal ReturnsLongform links: single AI answers. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: memories and feelings. (abnormalreturns.com)The 2024 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaJKBX wants to turn song royalties into a tradable market. (wsj.com)The luxury handbag market is beset with counterfeits. (economist.com)Authors Equity is proposing a new book publishing model. (publishersweekly.com)If you don't manage your audience, it will manage you. (garbageday.email).....»»
Longform links: single AI answers
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links behind the paywall are used. You can check out... BooksAn excerpt from "The Trading Game: A Confession" by Gary Stevenson. (nymag.com)Hannah Rosin talks with Kara Swisher about her new book "Burn Book." (youtube.com)An excerpt from "Means of Control: How the Hidden Alliance of Tech and Government Is Creating a New American Surveillance State" by Byron Tau. (wired.com)An excerpt from “This American Ex-Wife: How I Ended My Marriage and Started My Life,” by Lyz Lenz. (wapo.st)An excerpt from "It’s Hard for Me to Live With Me," by Rex Chapman. (gq.com)TechnologyData centers are greedy for both power and water. (theatlantic.com)How AI could disrupt Hollywood. (vanityfair.com)TravelBudget airlines are increasingly stiff competition for trains in Europe. (on.ft.com)Air travel is cheap. Airports are expensive. (construction-physics.com)LongreadsNorges Bank Investment Management wants the ability to invest in private equity. Are they making a big mistake? (ft.com)Housing insurance is a growing problem for homeowners and insurers of last resort. (bloomberg.com)The story behind Ruth Gottesman's big donation to the Albert Einstein College of Medicine. (wsj.com)Why MIT, and other elite colleges, are bringing back the SAT. (nymag.com)A unique idea need not a great business make. (businessinsider.com)How people spend their leisure time matters. (hedgehogreview.com)IVF from the perspective of a father. (gq.com)Making the case for night golf. (mygolfspy.com).....»»
Wednesday links: different constituencies
MarketsNot every drawdown is a buying opportunity. (ft.com)There is a good chance you already own some Nvidia ($NVDA). (peterlazaroff.com)StrategyAt some point, diversification will be rewarded. (awealthofcommonsense.com)How to know when your trading experiment has failed. (allstarcharts.com)Investment acronyms are a crap shoot at best. (ft.com)CryptoBitcoin OGs aren't selling at new all-time highs. (howardlindzon.com)Some Texans are having second thoughts about Bitcoin mining in the state. (wired.com)The Grayscale Bitcoin Trust ($GBTC) has seen outflows but AUM is still near its peak. (dlnews.com)FinanceBig banks increasingly rely on prime brokerage services to make money. (ifre.com)Late-stage VCs, like Tiger Global, are hoping for a IPO revival, stat. (institutionalinvestor.com)Why some consumers are searing out small, local options. (wsj.com)GLP-1 drugsSome companies are ending coverage for GLP-1s for weight loss. (wsj.com)How GLP-1 could blow a hole in the federal budget. (nytimes.com)How are GLP-1 drugs going to affect fitness chains? (cnn.com)How (and why) GLP-1 works on the brain. (theatlantic.com)Cal NewportA Q&A with David Epstein and Cal Newport, author of the new book "Slow Productivity: The Lost Art of Accomplishment Without Burnout." (davidepstein.substack.com)Brett McKay talks with Cal Newport author of the new book "Slow Productivity: The Lost Art of Accomplishment Without Burnout." (artofmanliness.com)Some notes on Cal Newport's "Slow Productivity." (moontower.substack.com)EconomyNot much changed in the January JOLTS. (bonddad.blogspot.com)It's hard to have a recession having started in February 2024. (econbrowser.com)Why Europe's economy is lagging the U.S. (theatlantic.com)Earlier on Abnormal ReturnsPersonal finance links: memories and feelings. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: frequent disappointments. (abnormalreturns.com)The 2024 UBS Global Investment Returns Yearbook is here! (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaFive things to do people are mad at you online, including 'Don't respond. Mute everything.' (williamfleitch.substack.com)Why we feel better about “distilling” than “cutting.” (bakadesuyo.com)On the difference between borrowing and stealing. (davidbarnard.com).....»»