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Friday links: getting new stuff

MarketsThe cannabis industry has sat out the 2023 market rally. (toddharrison.substack.com)Why it's not likely worth your time trying to eke out returns in dying industries. (rationalwalk.com)In praise of not tinkering with your portfolio. (mutualfundobserver.com)AppleThe Apple ($AAPL) iPad is having its moment. (macworld.com)Why Apple ($AAPL) devices keep erroneously calling 911. (nytimes.com)People are interacting less and less with voice assistants. (bbc.com)EconomyThe January NFP showed a big jump in payrolls. (calculatedriskblog.com)Let's take a moment to celebrate the strong jobs economy. (stayathomemacro.substack.com)Covid is fading as an explainer for the U.S. economy. (axios.com)Why restaurants are still having a hard time finding workers. (washingtonpost.com)Earlier on Abnormal ReturnsPodcast links: turning the table. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: a source of envy. (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 mediaTed Goia, "My conclusion isn’t just that ChatGPT is another con game—it’s the biggest one of them all." (tedgioia.substack.com)ChatGPT generates words, not necessarily facts. (theconversation.com)Why new technologies, like ChatGPT, end up adding work, instead of replacing it. (theatlantic.com)When it comes to generative AI, most people don't care about plagiarism. (veryfineday.substack.com).....»»

Category: blogSource: ABNORMALRETURNS4 hr. 10 min. ago Related News

Podcast links: turning the table

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at whether... Turning the tablesHoward Lindzon talks with Ted Seides of Capital Allocators fame. (howardlindzon.com)Meb Faber talks with Jim O'Shaughnessy about the launch of OSV. (mebfaber.com)Matt Reustle and Dom Cooke talk with Patrick O'Shaughnessy about the business of Colossus. (joincolossus.com)David Cover and Brent Beshore talk compounding knowledge with Shane Parrish of Farnam Street. (permanentequity.com)BusinessDerek Thompson talks AI and more with Ben Thompson of Stratechery. (theringer.com)Nilay Patel talks with Chris Miller author of "Chip War: The Fight For The World’s Most Critical Technology." (theverge.com)FinanceJustin Carbonneau and Jack Forehand talk with Joe Wiggins author of "The Intelligent Fund Investor." (youtube.com)Barry Ritholtz talks with Neil Dutta, partner and head of economic research at Renaissance Macro Research, where he analyzes global trends and cross-market investment themes. (ritholtz.com)Eric Balchunas and Joel Weber talk with Prof. Martin Schmalz about how indexing has affected the stock market. (bloomberg.com)Tim Harford on why the tulip mania pales in comparison to the railroad bubble. (timharford.com)Decision makingJosh Wolfe talks with Annie Duke author of "Quit: The Power of Knowing When to Walk Away." (podcasts.apple.com)Cameron Passmore and Benjamin Felix talk decision making with Prof. Ralph Kenney author of "Give Yourself a Nudge." (rationalreminder.libsyn.com)Non-financeDerek Thompson talks work-life balance with Oliver Burkeman. (open.spotify.com)Dan Harris talks with Jill Bolte Taylor author of "Whole Brain Living." (tenpercent.com)Brian Koppelman talks morning pages with Julia Cameron author of "The Artist's Way." (podcasts.apple.com).....»»

Category: blogSource: ABNORMALRETURNS10 hr. 58 min. ago Related News

Thursday links: index optionality

MarketsThe expected return to a 60/40 portfolio strategy rose throughout 2022. (morningstar.com)European stocks have been underperforming the U.S. since the GFC. Some signs that things are changing. (ft.com)StrategySome questions to ask when an investment seems too good to be true. (ritholtz.com)Insights from Lee Freeman-Shore's "The Art of Execution: How the world's best investors get it wrong and still make millions." (novelinvestor.com)CompaniesOm Malik, "The reality is that when it comes to business, companies have to appease their investors. And right now, those investors want to see companies be more efficient, especially now that growth is becoming normal." (om.co)Why big tech incumbents have a leg up in generative AI. (tomtunguz.com)When your home printer is holding you hostage. (theatlantic.com)FinanceGoldman Sachs' ($GS) partners now own less than 5% of the company. (semafor.com)Ariel Investments has launched its first private equity fund the Project Black LP. (wsj.com)FundsVanguard has removed fee waivers on its money market mutual funds. (barrons.com)It's hard to make the case for thematic ETFs as a whole. (ft.com)GlobalEurope wants to wean itself off Russian diesel. (nytimes.com)The French are very much wedded to the ideal of a their 'golden decade' in retirement. (ft.com)Italy is the fastest aging country in the west. (nytimes.com)EconomyReal home prices are now down six months in a row. (calculatedrisk.substack.com)Why the Fed is going to have to stick with its tough talk for awhile. (kyla.substack.com)What do foreign yield curves tell us about the probability of a U.S. recession. (econbrowser.com)The oil business in the Permian Basin is booming. (ft.com)Earlier on Abnormal ReturnsLongform links: a source of envy. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: trading time. (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 media'Corporate fun' isn't fun for many workers. (wsj.com)On the link between workaholism and mental health. (msn.com)Here's hoping you find a job you love. (howardlindzon.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 2nd, 2023Related News

Longform links: a source of envy

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at how online... BooksInsights from Bent Flyvbjerg's new book “How Big Things Get Done: The Surprising Factors That Determine the Fate of Every Project, from Home Renovations to Space Exploration and Everything In Between.” (wsj.com)Insights from Dacher Keltner's new book "Awe: The New Science of Everyday Wonder and How It Can Transform Your Life." (noemamag.com)TechnologyWhy AR/VR seems to be getting pushed farther into the future. (matthewball.vc)The Apple ($AAPL) Lisa failed commercially, but it helped change computing. (theverge.com)An extended Q&A with venture capitalist Josh Wolfe of Lux Capital. (generalist.com)LongreadsThe serotonin hypothesis is coming under increasing scrutiny as a cause of depression. (quantamagazine.org)Progress on climate change requires a feedback loop between behavior and intention. (behavioralscientist.org)Rural nursing homes are closing which is putting residents and families in a bind. (khn.org)E-bikes and teenagers can be a dangerous mix. (bicycling.com)Americans are so awash in entertainment content, the lines are getting blurred. (theatlantic.com)Meet the Chicago man who the best violinists in the world trust to fix their instruments. (chicagomag.com)Anthony Kim was poised to be the next, great American golfer. Then he walked away. (nytimes.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 2nd, 2023Related News

Wednesday links: when volatility is your friend

MarketsHow major asset classes performed in January 2023. (capitalspectator.com)January's market rally was kinda junky. (ft.com)Fixed incomeOn the trade-off between buying long-term vs. short-term bonds. (ofdollarsanddata.com)Brokerages are attracting more customers to their banking services. (wsj.com)CompaniesAdd Paypal ($PYPL) to the list of companies doing layoffs. (axios.com)Is the worst over at Peloton ($PTON)? (frontofficesports.com)Paramount Global ($PARA) is combining Paramount+ and Showtime in a single app. (thestreamable.com)The last Boeing ($BA) 747 has rolled off the assembly line. (axios.com)FinanceOn the end of the star investment banker. (semafor.com)JP Morgan Asset Management is buying $500 million of timberland. (wsj.com)In praise of activist short sellers. (washingtonpost.com)The FedThe Fed doesn't know any more than you do. (thereformedbroker.com)Why the Fed should just chill. (klementoninvesting.substack.com)EconomyThe January ISM report was well below 50, indicating contraction. (calculatedriskblog.com)The apartment market is loosening. (calculatedrisk.substack.com)Earlier on Abnormal ReturnsPersonal finance links: trading time. (abnormalreturns.com)What you missed in our Tuesday linkfest. (pastemagazine.com)Research links: considering all factors. (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 mediaWhy this Chick-fil-A location is getting torn down. (sports.yahoo.com)Outdoor dining didn't survive the pandemic. (msn.com)The case for dining solo. (vox.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 1st, 2023Related News

Personal finance links: trading time

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why... PodcastsChristine Benz and Jeff Ptak talk with Ann Garcia the author of the book "How to Pay for College." (the-long-view.simplecast.com)Larry Bernstein talks with Victor Hagani and Myron Scholes about the essentials of investing. (elmwealth.com)LayoffsSteps to take, and not, if you get laid off. (thisisthetop.substack.com)Make sure you take advantage of all the resources available to you when you get laid off. (morningstar.com)How to negotiate your severance package. (bloomberg.com)WorkAmericans are slowly, subtly stepping away from 'workism.' (msn.com)Why side hustles aren't worth it. (dariusforoux.com)On the myth of 'passive income.' (nytimes.com)529 to RothNew rules have made 529 accounts all the more attractive to a select few. (tonyisola.com)Tamp down your expectations about 529-to-Roth rollovers. (thinkadvisor.com)529-to-Roth conversions open up new possibilities. (fischfinancial.org)Personal financeBen Carlson, "We humans tend to care a lot more about better or worse rather than good or bad when it comes to our finances." (awealthofcommonsense.com)Something to consider if you plan to move in retirement. (humbledollar.com)QCDs are a simple tool. (humbledollar.com)Is there an ideal time of year to do a Roth conversion? (obliviousinvestor.com)Job number one for HNW investors is not to lose money. (ritholtz.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 1st, 2023Related News

Tuesday links: get-rich schemes

StrategyEverybody talks their book. (covestreetcapital.com)20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash...' (investmenttalk.substack.com)CryptoTesla ($TSLA) a big hit on its Bitcoin holdings. (electrek.co)Putting Grayscale Bitcoin Trust ($GBTC) into retirement accounts has backfired. (wsj.com)SBF's crimes hurt regular people. Don't let the crypto angle fool you. (msn.com)EuropeEuropean companies have jumped on the stock buyback train. (ft.com)The case for the value factor in Europe. (mailchi.mp)StartupsThe startup space is going through a collective cleanse. (avc.com)How to name a company these days. (bloomberg.com)CompaniesExxon Mobil ($XOM) generated record profits in 2022. (wsj.com)Spotify ($SPOT) showed some subscriber momentum. (variety.com)J&J ($JNJ) failed in its attempt a the Texas Two-Step. (cnbc.com)AmazonJohn Herrman, "Amazon hasn’t been acting like a store for a while." (nymag.com)There is a bear market in cardboard demand. (freightwaves.com)EconomyPer Case-Shiller, national home prices fell in November 2022. (calculatedriskblog.com)The term spread is screaming recession. (econbrowser.com)CPI OER is going to fall throughout 2023. (bonddad.blogspot.com)Earlier on Abnormal ReturnsResearch links: considering all factors. (abnormalreturns.com)What you missed in our Monday 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 media32 insights from Rick Rubin's "The Creative Act: A Way of Being." (blas.com)There's no shortcut to good writing. (youngmoney.co)How to grow your newsletter audience. (getflack.com).....»»

Category: blogSource: ABNORMALRETURNSJan 31st, 2023Related News

Research links: considering all factors

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out including a look at the difference between... IndexingThe index effect is disappearing. (papers.ssrn.com)Does additional scrutiny, via index inclusion, hurt a company's performance. (papers.ssrn.com)Fund managementHow do active managers invest their own money? (ritholtz.com)Fund investors reward fund managers with 'skin in the game.' (papers.ssrn.com)ResearchThe time period of which you measure correlations matter. (insights.finominal.com)How three tail-hedging strategies have performed during recent downturns. (wealthmanagement.com)Another example of 'rebalance timing luck.' (papers.ssrn.com)The drivers of equal-weight portfolio performance are straightforward. (klementoninvesting.substack.com)How ChatGPT, and other LLMs, will change how investors do their work. (blog.validea.com)How anti-ESG movements could be contrary to a fiduciary duty. (nytimes.com).....»»

Category: blogSource: ABNORMALRETURNSJan 31st, 2023Related News

Monday links: termination by email

MarketsHow worried should investors be about the debt ceiling drama? (theirrelevantinvestor.com)Is the VIX broken? No, but the options market is changing. (ft.com)StrategyWhat can you assume about stock, bond and cash returns over the long run. (awealthofcommonsense.com)Rubin Miller, "The stock market is brashly indifferent to our opinions." (fortunesandfrictions.com)Why you need a well-articulated investment strategy to ride out tough times. (contessacapitaladvisors.com)CompaniesMemory chip makers are hoping things are at the bottom of the cycle. (fortune.com)How the innovator's dilemma affects Disney ($DIS) and ESPN. (thewaiterspad.com)WorkOn the lasting impact of Tim Ferriss' "4-Hour Workweek." (every.to)Why laid off tech workers are attracted to green industries. (nytimes.com)How layoffs.fyi became the go-to site for data on tech layoffs. (slate.com)What to do with job satisfaction surveys. (nytimes.com)FundsHow the launch of the SPDR S&P 500 ETF Trust ($SPY) changed financial markets. (morningstar.com)Why sustainable funds can charge a premium. (klementoninvesting.substack.com)EconomySigns that the U.S. consumer is tightening their belts. (wsj.com)By this measure, new home prices are down around 10% off their peak. (calculatedrisk.substack.com)Earlier on Abnormal ReturnsAdviser links: managing behavior. (abnormalreturns.com)What you missed in our Sunday 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 mediaFidelity has cut its valuation for Twitter shares, again. (axios.com)Five insights from Max Fisher's new book, "The Chaos Machine: The Inside Story of How Social Media Rewired Our Minds and Our World." (nextbigideaclub.com).....»»

Category: blogSource: ABNORMALRETURNSJan 30th, 2023Related News

Adviser links: managing behavior

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsDaniel Crosby talks with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, about understanding our money stories. (standarddeviationspod.com)Michael Kitces talks Jennifer Climo, the CEO and a Senior Advisor for Milestone Financial Planning, about the logistics of merging two practices in just 7 years. (kitces.com)Penn Phillips on four pieces of advice you can ignore this year, or any year. (youtube.com)Bruce Kelly and Jeff Benjamin talk all things Betterment with Thomas Moore, director of Betterment for Advisors. (investmentnews.com)Jamie Hopkins & Ana Trujillo Limón talk with Jon Dauphine who is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. (carsongroup.com)The bizCharles Schwab ($SCHW) isn't concerned about new RIA custody competitors. (riabiz.com)An infusion of new capital will allow Elements to move upmarket. (citywire.com)Why Zoe Financial launched its own RIA, Zoe Wealth Platform. (riabiz.com)Why the CFP is splitting into two organizations. (thinkadvisor.com)Practice managementHow Thomas Kopelman used content marketing thoughtfully to build an advisory practice. (kitces.com)How to communicate with a client leaving your practice. (spilledcoffee.substack.com)The vast majority of advisers now use digital onboarding. (investmentnews.com)AdvisersMitch Anthony, "Every human being has the need to be understood, but not every financial services client feels understood by their advisor." (thinkadvisor.com)Managing concentrated positions is an important role advisers can play. (advisorperspectives.com)Eight novel ways to bond with your clients. (blogs.cfainstitute.org)Why firms need to proactively think about reaching younger generations. (investmentnews.com)RMDs are associated with increases in inter-generational transfers. (papers.ssrn.com)There's no downside for aging parents to communicating about your financial plans. (bloomberg.com).....»»

Category: blogSource: ABNORMALRETURNSJan 30th, 2023Related News

Sunday links: the tools we create

Markets11 things that zero interest rates enabled including the rise of Cathie Wood. (youngmoney.co)The 'nice-to-have' economy is already in recession. (wsj.com)AIEveryone is watching for Google's ($GOOGL) next move in AI. (wsj.com)Generative AI startup, Anthropic, is set to raise a mega-round of capital. (nytimes.com)How AI is being used to 'auto-complete' code. (semafor.com)CompaniesAbbvie's ($ABBV) hold on Humira is coming to an end. (nytimes.com)How Russian oligarch Roman Abramovich helped fund a U.S. cannabis company. (barrons.com)Despite massive growth, BNPL has yet to achieve profitability. (nytimes.com)QSR companies are betting on the dominance of drive-thru. (wsj.com)Amazon ($AMZN) Fresh is ending free deliveries for most orders. (nypost.com)GlobalThe Netherlands and Japan are joining the U.S. to limit chip equipment exports to China. (nytimes.com)Russia has effectively orphaned its European gas investments. (washingtonpost.com)How Russia abuses Interpol's neutrality. (politico.com)How 'polycrisis' became the buzzword of the moment. (vox.com)PolicyRepeated debt ceiling crises are tiresome and stupid. (noahpinion.substack.com)Low-income workers have seen relative gains coming out of pandemic. (wsj.com)Why PredictIt is set to close per the CFTC's orders. (wapo.st)EconomySix open questions about the economy including 'Are all workers really lazier these days?' (awealthofcommonsense.com)Hard and soft economic data are diverging. (tker.co)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 non-finance 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 mediaOne reason why advertisers are pulling back on Twitter - no access to sales support. (bigtechnology.com)On the sad end of 'Book Twitter.' (esquire.com).....»»

Category: blogSource: ABNORMALRETURNSJan 29th, 2023Related News

Saturday links: the pickup truck paradox

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... AutosHow pickup trucks got so darn big. (axios.com)The longer an EV is driven the better the carbon impact. (hannahritchie.substack.com)Bike lanes are good for business. (kottke.org)EnergyWhy solar panel prices are falling. (bnnbloomberg.ca)Why not turn parking lots into solar power hubs? (wired.com)What's holding up major renewable projects? (wsj.com)How do you get 'green hydrogen'? (thecooldown.com)WaterThe Feds are going to have to make cuts to state water allocations from the Colorado River. (nytimes.com)Arizona's water problems are only getting worse. (time.com)Why NASA's newly launched Surface Water and Ocean Topography satellite is a big deal. (thecooldown.com)In the midst of the drought many Californians dropped flood insurance. (grist.org)Utah's Great Salt Lake could be gone in five years. (cnn.com)EnvironmentSpring is happening up to two weeks early. (usanpn.org)Indoor air quality has a big impact on learning and cognition. (marginalrevolution.com)How Maricopa County tries to reduce heat-related deaths. (grist.org)Don't use your gas stove just to boil water. (wsj.com)How to recycle your old smartphone. (thecooldown.com)SpaceAstronomers say light pollution is getting worse, faster. (science.org)Comparing NASA's and Tesla's rockets that are set to go to the Moon. (washingtonpost.com)TechnologyCan livestreams ever be made safe? (ft.com)What's the actual use case for a VR headset? (daringfireball.net)The new MacBook Pros are a big upgrade over prior versions with Intel chips. (sixcolors.com)Why did Apple ($AAPL) revive the HomePod? (daringfireball.net)BehaviorHow we move our bodies affects our psychology. (traderfeed.blogspot.com)Five ways of achieving calmness. (bbc.com)HealthThe tripledemic is fading. (washingtonpost.com)Not everyone is happy about the development of effective anti-obesity drugs. (wired.com)Why naloxone isn't more widely available. (washingtonpost.com)What to expect when prepping for a colonoscopy. (nytimes.com)CovidBivalent boosters are showing effectiveness against the newest variants. (statnews.com)Why Covid boosters are shifting to an annual, flu-like, schedule. (nytimes.com)What 'excess deaths' tell us about the impact of Covid. (theconversation.com)What NPIs worked around the world in 2020. (papers.ssrn.com)FoodExperts overwhelmingly choose this store-bought marinara sauce. (washingtonpost.com)Why we shouldn't be surprised about the egg price situation. (msn.com)What's actually in your store-bought chicken stock? (eater.com)J. Kenji Lopez Alt on which food expiration dates actually matter. (nytimes.com)DrinkOn the relationship between alcohol consumption and health. (parentdata.org)A look at how the craft beer space has gotten so competitive in one state. (indystar.com)Japan is seeing a boost in alcohol exports. (asia.nikkei.com)Fat Tire Ale is rebranding as a 'zero emission' brew. (axios.com)DogsWhy its so hard to shut down puppy mills for good. (vox.com)The pandemic pet bubble has burst. (washingtonpost.com)SportsCollege sports is full of all sorts of contradictions. (econofact.org)How Formula One teams ship stuff around the world. (huddleup.substack.com)Like it or not, pro pickleball is coming to your television. (frontofficesports.com)18 of the best live sports events in the world including the Monaco Grand Prix. (gq.com)MediaThe 13 best Wall Street movies including 'Trading Places.' (ofdollarsanddata.com)Netflix ($NFLX) and 'Stranger Things' dominate the list of the most-streamed shows in 2022. (variety.com)A problem with movies today - they look too perfect. (kottke.org)SchoolsSchools will be coming to terms with ChatGPT for a long time. (fivethirtyeight.com)ChatGPT can pass an MBA operations management class. (nbcnews.com)Earlier on Abnormal ReturnsWhat you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: the simulation of learning (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 mediaTipping sucks, but seems impossible to get rid of it. (kottke.org)How does nonalcoholic beer work as a hydration vehicle after exercise? (washingtonpost.com)A solid majority of Americans are in favor of legalized cannabis. (kiplinger.com).....»»

Category: blogSource: ABNORMALRETURNSJan 28th, 2023Related News

Friday links: noticing anomalies

StrategyThe investment landscape has completely transformed in the past century. (awealthofcommonsense.com)2022 shows that every portfolio strategy comes under pressure. (portfoliocharts.com)Why so many investors get caught up in return chasing. (novelinvestor.com)The stock market is constantly providing us 'instant feedback' much to our detriment. (rationalwalk.com)FundsDividend-focused funds are having their moment. How do they perform over the long run? (morningstar.com)Taxable distributions in a down year is a double-whammy. (nytimes.com)CompaniesRevisiting Tesla's ($TSLA) valuation, post-Twitter fiasco. (aswathdamodaran.blogspot.com)Some big spinoffs are coming down the pike including ones from J&J ($JNJ) and 3M ($MMM). (morningstar.com)CVS ($CVS) and Walmart ($WMT) are cutting back pharmacy hours. (wsj.com)Intel ($INTC) had a tough 2022 and 2023 isn't looking better. (cnbc.com)Zillow ($Z) has a new AI-powered way to search for homes. (thebasispoint.com)HousingThe Fed's policies are hitting the economy primarily through the housing channel. (econbrowser.com)Jerusalem Demsas, "If there are no solid data supporting the institutional-investor-scapegoat story, there are certainly plenty of misleading statistics." (msn.com)Homebuilders have an oversupply of unsold new homes. (housingwire.com)Consumers are slowly coming to terms with higher mortgage rates. (axios.com)Earlier on Abnormal ReturnsPodcast links: the simulation of learning. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: shrinking populations. (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 mediaWe are still learning how to live with e-mail, Slack etc. (calnewport.com)Goals should be 'specific and measurable.' (seths.blog)New ideas come from noticing anomalies. (paulgraham.com).....»»

Category: blogSource: ABNORMALRETURNSJan 27th, 2023Related News

Podcast links: the simulation of learning

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at Rick... The bizThe podcasting business has gone from gold rush to mature in a couple of years. (niemanlab.org)Spotify ($SPOT) has yet to make the most of its podcast acquisitions. (theverge.com)Twenty lessons Ryan Holiday learned making his podcast including ' (ryanholiday.net)AIDerek Thompson talks with Ben Thompson, of Stratechery, about the wide-ranging impact of AI. (theringer.com)Howard Lindzon talks content and AI with Trung Phan. (howardlindzon.com)BusinessMatt Russell talks with 'The Wolf of Franchises' about the business of Orangetheory Fitness. (joincolossus.com)Jim O'Shaughnessy talks nuclear power with Mark Nelson who is the Managing Director of Radiant Energy Group. (infiniteloopspodcast.com)Tracy Alloway and Joe Weisenthal talk with Patrick McKenzie about why corporate America keeps running old software. (bloomberg.com)Venture capitalEric Newcomer talks with Jeremy Levine of Bessemer Venture Partners about the tech downturn. (newcomer.co)Tim Ferriss talks with noted VC Bill Gurley. (tim.blog)Frederick Geischen talks with Patrick O'Shaughnessy about how he manages his many jobs. (neckar.substack.com)FinancePeter Lazaroff talks CIO challenges with Phil Huber and Rubin Miller. (peterlazaroff.com)Barry Ritholtz talks with Steven Klinsky, founder and CEO of New Mountain Capital. (ritholtz.com)Justin Carbonneau and Jack Forehand revisit the Madoff scandal with Andrew Cohen. (youtube.com)SportsBenjamin Gilbert and David Rosenthal take a deep dive into the history and business of the NFL. (acquired.fm)Patrick O'Shaughnessy talks with Darrel Morey about systems thinking in sports. (joincolossus.com)Non-financeLaurie Santos talks with Simone Stolzoff author of "The Good Enough Job: Reclaiming Life from Work." (pushkin.fm)Shane Parrish talks with executive coach Carolyn Coughlin about how to become a better listener. (fs.blog)Brett McKay talks with Dr. Jennifer Heisz author of "Move the Body, Heal the Mind." (artofmanliness.com).....»»

Category: blogSource: ABNORMALRETURNSJan 27th, 2023Related News

Thursday links: domain picking

MarketsA look at Vanguard's 10-year equity return forecasts. (etf.com)Investment grade bonds are having a good start to the year. (axios.com)Why luxury watch prices are coming down. (ft.com)StrategyJurien Timmer, “Just because the 60/40 didn’t work last year doesn’t mean it will never work again.” (morningstar.com)Bubbles often come along with new metrics to justify them. (onveston.substack.com)CompaniesWhy the tech sector is seeing a surge in layoffs. (kyla.substack.com)Southwest Airlines ($LUV) took a $800 million hit due its holiday system meltdown. (cnbc.com)What it means when a company won't allow customers to call them. (vox.com)The price of D&O insurance has soared. (wsj.com)StartupsStripe is set to go public in the next twelve months. (wsj.com)Startups are pulling out all the stops to avoid down-rounds. (bloomberg.com)NEA is becoming a registered investment advisor. (axios.com)The downside of using special purpose vehicles. (fastcompany.com)FundsFranklin Templeton ($BEN) has been on a deal making tear but it hasn't moved the needle on the stock. (on.ft.com)How Morgan Stanley ($MS) plans to attack the ETF market. (investmentnews.com)Why ETFs continue to gobble up new asset classes. (pionline.com)EconomyQ4 2022 GDP was solid, but two leading indicators point toward recession. (bonddad.blogspot.com)Weekly initial unemployment claims are still quiescent. (calculatedriskblog.com)Earlier on Abnormal ReturnsLongform links: shrinking populations. (abnormalreturns.com)What you missed in our Wednesday links. (abnormalreturns.com)Personal finance links: one set of rules. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaHow to build an audience without pandering to it. (moretothat.com)Buzzfeed ($BZFD) is joining the AI content game. (wsj.com)Why you don't want to host your own Mastodon server. (ft.com)Why blogging isn't dying. (dariusforoux.com).....»»

Category: blogSource: ABNORMALRETURNSJan 26th, 2023Related News

Longform links: shrinking populations

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at the real... BooksAn excerpt from “The Ghost at the Feast: America and the Collapse of World Order, 1900-1941” by Robert Kagan. (wapo.st)A Q&A with Jamie Kreiner author of "The Wandering Mind: What Medieval Monks Tell Us about Distraction." (insidehook.com)An excerpt from Robert Waldinger and Marc Schulz’s new book, "The Good Life: Lessons From the World’s Longest Scientific Study of Happiness." (theatlantic.com)A Q&A with Lauren Fleshman author of "Good for a Girl: A Woman Running in a Man's World." (davidepstein.substack.com)An excerpt from "The Great Air Race: Glory, Tragedy, and the Dawn of American Aviation" by John Lancaster. (insidehook.com)FinanceTim Harford, "The railways were a disaster for their investors, and the railway bubble caused vastly more hardship than the tulip mania ever could." (ft.com)How Destiny wants to bring access to private markets to public investors. (generalist.com)TechnologyEmad Mostaque, “Every single major content provider in the world thought they needed a metaverse strategy: they all need a generative media strategy.” (on.ft.com)How online platforms die. (pluralistic.net)LongreadsThe 1918 influenza has largely been forgotten. Will we eventually forget Covid? (wsj.com)A shrinking population isn't a disaster but it is a drag. (noahpinion.substack.com)How shoplifting has become institutionalized over time. (curbed.com)NIL deals are creative haves and have nots on campus. (nytimes.com)Plant-based meats now look like a transitional technology, i.e. fad. (bloomberg.com)Why Kraft mac and cheese invokes a lot of feelings. (catapult.co).....»»

Category: blogSource: ABNORMALRETURNSJan 26th, 2023Related News

Wednesday links: coming up with an AI strategy

CryptoSome crypto miners are sitting on valuable electricity contracts. (ft.com)The crypto bottoming keeps gaining momentum. (coindesk.com)CompaniesJosh Brown, "If you were the CEO or CFO of a Fortune 500 company, why wouldn’t you project caution right now?" (thereformedbroker.com)What you can learn about enterprise spending from Microsoft's ($MSFT) earnings. (tomtunguz.com)Why Google ($GOOGL) should fear the DOJ's case. (axios.com)Ryan Broderick, "It’s hard to overstate how existentially threatening OpenAI is to companies like Google and Meta (and, soon enough, every other platform on the web)." (garbageday.email)WorkWorker engagement has fallen, post-pandemic. (npr.org)Firing remote workers is complicated. (nytimes.com)There's nothing cool about 'quiet quitting.' (bloomberg.com)Layoffs don't just affect the people who lost their jobs. (annehelen.substack.com)When professional success doesn't translate into satisfaction. (hbr.org)FundsA rising percentage of ETF trades occur off-exchange. (ft.com)Vanguard has continued to attract new assets despite ongoing customer service issues. (riabiz.com)How do active managers justify their own work? (evidenceinvestor.com)Invesco ($IVZ) is closing 20 ETFs. (pionline.com)GlobalWhy France is pushing back against raising the retirement age. (msn.com)Some surprising facts about Japan. (noahpinion.substack.com)EconomyThe debt ceiling debate is ridiculous. (pragcap.com)Some rookie data mistakes that new economists make. (econbrowser.com)Earlier on Abnormal ReturnsPersonal finance links: one set of rules. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: an investing lifetime. (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 mediaJustin Bieber just sold his song catalog to Hipgnosis Songs Capital for $200 million. (billboard.com)Startup Clouty wants to make futures available on streaming music. (ft.com)How prices of Stradivari evolved over time. (insidehook.com).....»»

Category: blogSource: ABNORMALRETURNSJan 25th, 2023Related News

Personal finance links: one set of rules

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why... PodcastsDan Harris talks with Morgan Housel author of "The Psychology of Money." (tenpercent.com)David Senra on lessons learned from Charlie Munger and Warren Buffett. (joincolossus.com)InvestingBen Carlson, "Saving is far more important the younger you are while investing matters a whole lot more as age and build up your savings." (awealthofcommonsense.com)How some self-awareness can help you avoid overtrading. (humbledollar.com)What is reinvestment risk? (evidenceinvestor.com)RetirementMore people need to think about insuring against longevity risk. (marketwatch.com)How timing income in and around retirement is so challenging. (humbledollar.com)RelationshipsWhen couples' financial thinking converges over time. (wsj.com)Five insights from "Money and Love: An Intelligent Roadmap for Life’s Biggest Decisions" by Myra Strober and Abby Davisson. (nextbigideaclub.com)How to discuss a caregiving plan. (nytimes.com)SimplicityComplexity makes reaching your goals harder, not easier. (tonyisola.com)Four simple ways to improve your financial health including 'Automate your finances.' (peterlazaroff.com)How money rules can focus your attention on things that matter to you. (humbledollar.com)Personal financeNot every financial decision has to be all-or-nothing. (iwillteachyoutoberich.com)Some rules of thumb on how much car or house you can afford. (thomaskopelman.com)How to use money to avoid unhappiness. (humbledollar.com)Financial sophistication plays a big role in who profits off credit card rewards. (ft.com)A look under the hood of the Schwab Charitable Fund. (morningstar.com)Vanguard's guide to financial wellness. (institutional.vanguard.com)No matter how hard you work, there will always be meetings, deadlines, and obligations waiting for you. So take that vacation. (thisisthetop.substack.com).....»»

Category: blogSource: ABNORMALRETURNSJan 25th, 2023Related News

Tuesday links: activists are feeling it

MarketsWe are in the strongest part of the Presidential election cycle. (allstarcharts.com)Why value stocks can outperform for a while. (mailchi.mp)StrategyDon't let any investment become your identity. (youngmoney.co)Why it's so hard not to tinker with your investment process. (behaviouralinvestment.com)CompaniesThe DOJ has filed suit against Google ($GOOGL) over online advertising. (cnbc.com)Eli Lilly ($LLY) is building a new plant which is another sign that demand for obesity drugs just keeps going up. (bloomberg.com)Amazon ($AMZN) has launched RxPass to provide generic medications for Prime users. (techcrunch.com)WorkWalmart ($WMT) is raising its minimum wage from $12 to $14/hour. (wsj.com)The bottom line is remote work saves people time (and money). (axios.com)Tipping is out of control. (apnews.com)GlobalThe UK's farms are feeling the pain of Brexit. (nytimes.com)Are aging populations going to tank sovereign bond ratings? (ft.com)EconomyWhy big tech layoffs are not something to worry about, yet. (ritholtz.com)Why a 2% inflation target doesn't necessarily make sense. (msn.com)The Fed is on the verge of making a big mistake. (bloomberg.com)Earlier on Abnormal ReturnsResearch links: an investing lifetime. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: the overarching idea. (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 mediaWhere will the value in generative AI accrue? (a16z.com)AI content robots have a plagiarism problem. (futurism.com).....»»

Category: blogSource: ABNORMALRETURNSJan 24th, 2023Related News

Research links: an investing lifetime

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out including a look at how REIT returns... Private equityAllocators need better models to value their private holdings. (institutionalinvestor.com)It's hard to pencil out strong private equity returns moving forward. (alphaarchitect.com)FactorsThe case for diversifying away from the market factor. (alphaarchitect.com)No matter how you define growth, those stocks have been a disappointment over the past two decades. (insights.finominal.com)Quant stuffHow turnover affects taxable investors in hedge funds. (albertbridgecapital.com)Many investors don't understand the difference between arithmetic and geometric returns. (klementoninvesting.substack.com)ResearchA look at the returns of private debt funds. (kitces.com)How higher interest rates affect a return-stacked portfolio. (blog.thinknewfound.com)A century long look at various asset allocation strategies. (papers.ssrn.com)How investment management operations are organized matters more than any 'model' they follow. (papers.ssrn.com)Do institutional investors actually move the needle on corporate carbon footprints? (alphaarchitect.com).....»»

Category: blogSource: ABNORMALRETURNSJan 24th, 2023Related News