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Thursday links: rapid advancement

CryptoMemecoins are soaring. (theblock.co)A skeptical take on crypto, and using factors for crypto investing. (ft.com)BrokersWeBull is going public via a SPAC deal. (wsj.com)Robinhood ($HOOD) wants to provide IRAs to gig workers. (investmentnews.com)FinanceBanks are now lending to private credit funds. (semafor.com)Why Goldman Sachs ($GS) trades at a discount to the stock market. (bloomberg.com)Emerging hedge fund managers are finding fundraising challenging. (institutionalinvestor.com)CelebrityOprah is exiting the WW International ($WW) board. (variety.com)Shaq helped save Papa John's ($PZZA). Now he is moving on. (thetakeout.com)TelevisionThe Vision Pro is THE Apple ($AAPL) Television. (spyglass.org)Is your TV resolution already too good? (theatlantic.com)GlobalWestern countries are debating what to do with Russia's frozen assets. (economist.com)Russia's war on Ukraine is, in part, a war on its culture. (theconversation.com)Why South Korean women are having fewer babies. (bbc.com)Japan's marriage rate is at historic lows. (semafor.com)EconomyPersonal income and spending were healthy in January. (bonddad.blogspot.com)Multi-family delinquencies are on the rise. (calculatedrisk.substack.com)Where population is growing the fastest in the U.S.? (apolloacademy.com)Earlier on Abnormal ReturnsLongform links: basketball’s oldest tradition. (abnormalreturns.com)Five thoughts on the power of letting go. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: a healthy relationship with money. (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 mediaEverybody is selling your data to help train AI models. (vox.com)Sports Twitter used to be a haven. No longer. (nymag.com)RIP, Tinyletter. (theverge.com).....»»

Category: blogSource: ABNORMALRETURNS10 hr. 29 min. ago Related News

Longform links: basketball’s oldest tradition

Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links behind the paywall are used. You can check out... Book excerptsAn excerpt from Rob Henderson's "Troubled: A Memoir of Foster Care, Family, and Social Class." (persuasion.community)An excerpt from Aaron Goldfarb’s new book “Dusty Booze: In Search of Vintage Spirits.” (wsj.com)An excerpt from "The Alternative: How to Build a Just Economy" by Nick Romeo. (behavioralscientist.org)An excerpt from “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest-Growing Sport,” by Joshua Robinson and Jonathan Clegg. (wsj.com)Q&AA Q&A with Byron Tau author of "Means of Control: How the Hidden Alliance of Tech and Government is Creating a New American Surveillance State." (politico.com)A Q&A with Brad Wilcox author of “Get Married: Why Americans Must Defy the Elites, Forge Strong Families, and Save Civilization.” (nytimes.com)A Q&A with Christine Yu author of "Up to Speed: The Groundbreaking Science of Women Athletes." (annehelen.substack.com)UkraineMilitary lessons learned from the war in Ukraine. (wapo.st)Life still goes on in war-torn Ukraine. (allure.com)DopamineHow dopamine hits now drive culture. (honest-broker.com)Don't look for dopamine hits in your portfolio. (portfoliocharts.com)Why YouTubers are quitting. (readtrung.com)AIAI is coming for the porn industry. (wapo.st)Is AI going to kill off the call center worker? (economist.com)LongreadsModern chip manufacturing is a technological miracle. (ig.ft.com)Why is Marc Benioff buying up land on the Big Island of Hawaii? (npr.org)Parents are highlighting their children on social media. Look away. (nytimes.com)Poland's borders have been shifting for centuries. (unchartedterritories.tomaspueyo.com)How a huge case of art fraud went down and was eventually exposed. (smithsonianmag.com)Why we don't trust each other anymore. (kyla.substack.com)What it's like to be a sociopath. (nytimes.com)How emotions are made. (themarginalian.org).....»»

Category: blogSource: ABNORMALRETURNS13 hr. 45 min. ago Related News

Wednesday links: a new revenue model

MarketsSome of the most speculative sectors are perking up. (allstarcharts.com)Bitcoin hit its highest level since November 2021. (blockworks.co)StrategyRubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." (fortunesandfrictions.com)The rise of passive investing hasn't broken the markets. (behaviouralinvestment.com)Why the 60/40 portfolio isn't going anywhere. (disciplinefunds.com)What happens if you invest at a stock market top? (awealthofcommonsense.com)Private creditPrivate credit fundraising is slowing. (on.ft.com)Private credit valuations are all over the board. (bloomberg.com)StartupsStripe employees just sold shares at a $65 billion valuation. (wsj.com)Oishii just raised a big new round of capital. (asia.nikkei.com)Has TikTok's influence already peaked? (slate.com)How did Vice Media go bust? (hollywoodreporter.com)AppleJust how expensive is Apple ($AAPL) stock? (ft.com)Why Apple ($AAPL) is ditching its iCar efforts. (wired.com)What other form factors could Apple ($AAPL) pursue? (spyglass.org)Apple ($AAPL) is selling the Vision Pro all wrong. (macworld.com)Weight loss drugsData on a new Viking Therapeutics ($VKTX) weight loss drug are promising. (biopharmadive.com)Americans are generally in favor of the new class of weight loss drugs. (pewresearch.org)There's no easy way to quit Ozempic, and like drugs. (wsj.com)EconomyWhat is the freight industry tell us about the economy? (bonddad.blogspot.com)2024 Q1 GDP nowcasts are trending around 2% (capitalspectator.com)How increased immigration is boosting the economy. (axios.com)Earlier on Abnormal ReturnsPersonal finance links: a healthy relationship with money. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: information and noise. (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 insights from Malissa Clark's "Never Not Working: Why the Always-On Culture Is Bad for Business–and How to Fix It." (nextbigideaclub.com)A role model isn't someone who you just copy. (bonddad.blogspot.com)On the difference between effectiveness and efficiency. (resextensa.co).....»»

Category: blogSource: ABNORMALRETURNSFeb 28th, 2024Related News

Personal finance links: a healthy relationship with money

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why... PodcastsPeter Lazaroff with five reasons you need a financial plan that have nothing to do with money. (peterlazaroff.com)Justin Carbonneau and Jack Forehand talk with Justin Castelli about your mission in life. (youtube.com)How well do you know yourself? Barry Ritholtz talks with David Dunning. (ritholtz.com)Christine Benz and Amy Arnott talk with Marc Freedman who the co-CEO and founder of Encore.org about working later in life. (morningstar.com)Rick Ferri talks all things taxes with Kaye Thoma of Fairmark.com (bogleheads.podbean.com)HousingWhat's the bear case for housing prices? (awealthofcommonsense.com)Selling a house isn't always easy. (blairbellecurve.com)Is your 'forever home' larger or smaller? (wsj.com)RetirementHow rising interest rates affect retirement planning. (morningstar.com)An over-reliance on traditional IRA can be a tax problem in retirement. (humbledollar.com)Nine surprises in retirement including 'You'll travel less than you expect.' (theretirementmanifesto.com)Parsing Medicare options. (humbledollar.com)FraudYou're not too clever to be conned. (wapo.st)How to keep older relatives from getting ripped off. (wired.com)EnoughA Q&A with Manisha Thakor author of “Money Zen: The Secret to Finding Your “Enough.” (thejointaccount.beehiiv.com)What enough looks like. (humbledollar.com)Personal financeHow does 'Coast FIRE' work? (flowfp.com)There are three ways to get rich. (awealthofcommonsense.com)Money can do a lot of things for you including 'helping others.' (humbledollar.com)Consumer 'free lunches' are rare but they are out there. (humbledollar.com)You can now vote proxies for some of your ETF holdings. Should you? (nytimes.com)A firsthand look at the IRS' Direct File program. (vox.com)Why creating 'generational wealth' is such a challenge. (awealthofcommonsense.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 28th, 2024Related News

Research links: information and noise

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at... ResearchWhat factors matter for bond returns? (klementoninvesting.substack.com)How to combine top-down and bottom-up aggregate earnings estimates. (papers.ssrn.com)Private equity returns are but a guess until all capital is returned. (wealthmanagement.com)Why biotech stocks are like lottery tickets. (alphaarchitect.com)How to trade Bitcoin without trading Bitcoin. (optimalmomentum.com)Is there a 'Protestant retirement ethic'? (klementoninvesting.substack.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 27th, 2024Related News

Tuesday links: a love/hate relationship

MarketsCommunications and health care are leading the U.S. market in 2024. (capitalspectator.com)A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. (biopharmadive.com)StrategyWhat happens when you invest right before a bear market? (awealthofcommonsense.com)The case for, but mostly against, dividend-focused ETFs. (ofdollarsanddata.com)Why it's so easy to get sucked into trading too much. (newsletter.rationalwalk.com)CryptoThe successful launch of spot Bitcoin ETFs means people are looking to other cryptocurrencies. (wsj.com)Vanguard still wants no part of crypto. (msn.com)Fund managementWarren Buffett could have continued running investment partnerships with high fees, but he didn't. (wsj.com)How AI could help investors vote their proxies. (morningstar.com)RedditReddit's business was built on the back of unpaid labor. (mostlymetrics.com)Reddit is heavily dependent on advertising revenue. (honest-broker.com)Online advertisingWhy Walmart ($WMT) decided to go head-to-head with Amazon ($AMZN) for TV ads. (hollywoodreporter.com)You can blame the big companies for why online ads are only getting worse. (msn.com)Political ads are coming to your favorite streamer. (axios.com)EconomyHome prices are still ticking higher. (bonddad.blogspot.com)Apartment rents are a mixed bag. (axios.com)Real wage growth is headed higher. (econbrowser.com)How immigration is helping the economy. (wapo.st)Earlier on Abnormal ReturnsResearch links: information and noise. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: zero engagement. (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 Gioia, "In an overly digitized world, people embrace with intensity the few remaining ritualistic activities available to them." (honest-broker.com)People are turning to apps to find friends, not just dates. (on.ft.com)Why getting older is hard; bad stuff just piles up. (artofmanliness.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 27th, 2024Related News

Monday links: performance pressure

InternationalThe Magnificent Seven is all anybody can talk about in the U.S. What is Europe's alternative? (morningstar.com)Buffett's bet on Japanese trading companies is paying off. (wsj.com)Japan's stock market as a technology play. (mrzepczynski.blogspot.com)StrategySeven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' (dariusforoux.com)There's nothing magic about holding cash. (obliviousinvestor.com)Berkshire HathawayA closer look at Berkshire Hathway's ($BRK.A) 2023 numbers. (newsletter.rationalwalk.com)Some notes from Warren Buffett’s 2023 letter to shareholders. (safalniveshak.com)Venture capitalIndia's most valuable startup, Byjus, is a hot mess. (axios.com)A growing number of unicorns haven't raised capital in over three years. (news.crunchbase.com)FinanceSmall cap banks are underperforming. (allstarcharts.com)Institutional investors are allocating more money to farmland. (ft.com)A Q&A with Vlad Tenev, CEO of Robinhood ($HOOD). (semafor.com)Bond managers are having a moment. (ft.com)GoogleGoogle ($GOOGL) should dominate AI but it doesn't. Is culture the problem? (stratechery.com)Why Google Search just keeps getting worse. (pluralistic.net)Earlier on Abnormal ReturnsAdviser links: zero engagement. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaToyota's ($TM) big bet on hybrids is looking prescient. (on.ft.com)China is coming for the global EV market. (businessinsider.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 26th, 2024Related News

Adviser links: zero engagement

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsFrazer Rice talks Florida and California property insurance issues with Aon's LaTanya Simmons. (open.spotify.com)Michael Kitces talks with Ben Hockema. who is the Founder of Illuminate Wealth Management about how to fund your RIA. (kitces.com)Daniel Crosby on why not caring what other people think is a valuable asset. (standarddeviationspod.com)Diana Britton talks with Michael Kitces about adviser well-being. (kitces.com)The bizHow Altruist has gained ground in the custody space. (riaintel.com)How XYPN's new corporate RIA, Sapphire, will roll out. (riabiz.com)AltsHow to talk to your clients about alternative investments. (morningstar.com)Alts managers are gearing up to get in front of retail investors. (investmentnews.com)FintechSome highlights from the 2024 T3 Conference. (kitces.com)American consumers are increasingly trying out fintech apps. (investmentnews.com)AdvisersThe American College of Financial Services notes the coming shortage of advisers. (investmentnews.com)What advisers need to know about new regulations about beneficial ownership. (kitces.com)How advisers should work with tax professionals. (advisorperspectives.com)How couples can approach a financial life together. (barrons.com)Reaching younger generations requires a different approach. (advisorperspectives.com)A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.' (johnsoncenter.org).....»»

Category: blogSource: ABNORMALRETURNSFeb 26th, 2024Related News

Sunday links: the end of trust

StrategyEvery investing fad eventually ends. (contessacapitaladvisors.com)Investors CAN opt-out of the short term game. (speedwellresearch.com)NvidiaNvidia ($NVDA) is not just a chip company, its a platform. (on.ft.com)It's hard to think of another large company growing sales so rapidly. (wsj.com)Scott Rosenberg, "AI is no fad, but neither was the internet. That didn't stop dotcom stocks from collapsing." (axios.com)CryptoAnother digital coin could disrupt Bitcoin in the future. (wsj.com)How the Bitwise Bitcoin ETF ($BITB) became a player. (axios.com)Berkshire HathawaySam Ro, "Buffett’s greatest trade didn’t involve any single financial security. Rather, I’d say his greatest trade was selling “cigar butt” investing and buying the investing philosophy championed by his right-hand man." (tker.co)A link to the 2023 Berkshire Hathaway ($BRK.A) annual report and shareholder letter. (berkshirehathaway.com)Buffett honored the late Charlie Munger in his shareholder letter calling him the 'architect' of the company. (wsj.com)Buffett thinks Berkshire can do 'slightly better' than the average U.S company. (on.ft.com)What stocks Buffett is unwilling to sell. (morningstar.com)Real estateCharter schools are taking up space in abandoned shopping malls. (nytimes.com)Signs we may have hit peak warehouse space demand. (wsj.com)GlobalToronto is undergoing a wave of auto theft. (nytimes.com)How Portugal has nearly eliminated drug overdoses. (npr.org)Using satellite data to track the destruction in Ukraine over the past two years of war. (theconversation.com)PolicyWhat would it cost to raise teacher pay to an ambitiously high level? (washingtonpost.com)Why the U.S. may rebuild China-made cranes at the ports. (wsj.com)Everybody supports gun buybacks, but their effectiveness is iffy. (msn.com)How Alabama's ruling could affect IVF patients. (npr.org)The 401(k) isn't going away any time soon. (thinkadvisor.com)How to increase organ donation. (worksinprogress.co)EconomicsThe Fed’s Reverse Repo Program is going in reverse. (apolloacademy.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 mediaWhat the decline of Vice Media and BuzzFeed and tell us about digital media. (cnn.com)Writers are seeing their past work go up in smoke as sites go offline. (slate.com)AI is adept at making mediocre stuff. (seths.blog).....»»

Category: blogSource: ABNORMALRETURNSFeb 25th, 2024Related News

Saturday links: useless things

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... EVsMercedes Benz is pushing out the date it will go full EV. (theverge.com)Why EV-only companies are struggling. (wsj.com)More EVs make for less asthma. (grist.org)HybridsDoing the math on a hybrid vs. conventional ICE. (bestinterest.blog)Just how green are hybrids? (wsj.com)AutosDistracted driving is only getting worse. (vox.com)Autos are increasingly rolling cybersecurity threats. (wsj.com)Why AM radios may be safe now. (msn.com)SolarHelios wants to streamline the residential rooftop solar process. (keepcool.co)How solar panels can serve as cover for native plants and pollinators. (thecooldown.com)EnergyIt's not just the U.S. that struggles with building nuclear. (nytimes.com)The first wave of wind turbines are in need of replacement. (ft.com)How to use batteries that store heat to power industrial processes. (wsj.com)How quickly will heat pumps replace gas furnaces? (wired.com)The minerals market is resetting. (wsj.com)Why metal theft is on the rise. (wired.com)EnvironmentThe Great Lakes are largely ice-free this Winter. (climate.gov)A civic sustainability plan is no small thing. (grist.org)There's no upside to air pollution, i.e particulates. (theatlantic.com)Air travelWhy the big airlines have an edge over the discount airlines. (wsj.com)Ten years after the disappearance of MH370, asking if another plane can disappear without a trace. (bloomberg.com)There is a Delta Airlines ($DAL) secret trading card program. (fortune.com)SpaceThe Odysseus lander made it to the Moon but ended up on its side. (space.com)Capturing space junk is hard. (arstechnica.com)ArchaeologyResearchers have discovered a Stone Age era, one-kilometer stone wall. (newscientist.com)Humans were in the Columbian Amazon some 13,000 years ago. (livescience.com)AINvidia ($NVDA) is increasingly a software play. (bigtechnology.com)Want better AI models? Combine them. (wired.com)How to best use ChatGPT. (bakadesuyo.com)BehaviorKetamine treatments are a bit like the Wild West. (bloomberg.com)How to maintain a relationship with someone who is depressed. (artofmanliness.com)Not all cognitive skills decline with age. (statnews.com)TreatmentsThe FDA has approved a novel type of cancer therapy to treat aggressive forms of melanoma using immune system cells from a patient's tumor. (npr.org)The FDA has approved Xolair to treat severe food allergies. (npr.org)Sanofi underestimated demand for its RSV vaccine for infants. (wsj.com)Health Do you really need an annual physical? (wsj.com)Researchers are getting closer to answers about myalgic encephalomyelitis/chronic fatigue syndrome, or ME/CFS. (npr.org)Sales of nicotine-alternative Zyn are booming. (wsj.com)Swapping needles for silk for vaccinations. (marginalrevolution.com)FitnessWhat is Zone 2 training. (wsj.com)How to improve VO2 max. (gq.com)How to get started (indoor) rowing. (insidehook.com)A sauna is more than just a hot room. (nytimes.com)The case for hot yoga. (insidehook.com)DrugsDrug overdoses don't care if you come from a successful family. (finance.yahoo.com)How cannabis can be used to wean users off illegal drugs. (newatlas.com)Legal weed is not a guarantee of its purity. (wsj.com)ProteinAn overview of the market for alternative proteins. (caia.org)How to get more protein in your diet. (npr.org)FoodPlastics came to farms and isn't leaving any time soon. (modernfarmer.com)Mercury levels in tuna are not really going down. (sciencedaily.com)How to make a healthier potato chip. (newatlas.com)Food waste is a big problem. (modernfarmer.com)EntertainmentHow peak TV is affecting actors. (deadline.com)AI is already taking Hollywood jobs. (hollywoodreporter.com)Is A24 ready to break into the mainstream? (bloomberg.com)How the PG-13 rating came to be. (daily.jstor.org)SportsWhat it would mean if college athletes were considered employees. (blog.johnwallstreet.com)"The World Series of Poker for golf" is coming. (golfdigest.com)How communities are 're-wilding' golf courses. (nytimes.com)Underneath the surface, the NBA is facing some issues. (huddleup.substack.com)Apple ($AAPL) has a new sports (scores) app. (sixcolors.com)CollegeDavid Deming, "SAT scores don’t measure innate talent, but rather a composite of talent, family resources, school quality, and many other things." (forklightning.substack.com)Yale University is bringing back the SAT and ACT requirement. (news.yale.edu)Half of college graduates are in jobs that don't require a degree. (wsj.com)The case for college admission by lottery. (marginalrevolution.com)Small religious colleges are under increasing financial pressure. (bloomberg.com)ChildrenTen things that need to be taught in high school including 'You will most likely change jobs and careers numerous times in your lifetime. Never stop learning, and be flexible.' (tonyisola.com)It's not just students that are missing class more, so are teachers. (nytimes.com)Earlier on Abnormal ReturnsWhat you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: good guest guidelines. (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 mediaMost everyone is drinking less these days, except middle-aged women. (wapo.st)The Spanish birth rate has hit its lowest level since records began in 1941. (reuters.com)The KitchenAid stand mixer stands out for its durability and design. (theatlantic.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 24th, 2024Related News

Friday links: common investment knowledge

StrategyThere are no iron laws in finance. (youngmoney.co)Investors need to match decision making with the time frame. (mrzepczynski.blogspot.com)ExchangesThe Nasdaq ($NDAQ) has a reverse stock split problem. (wsj.com)A look at some of the most shorted stocks in the world. (ft.com)FinanceThe biggest multi-manager hedge funds, Citadel, Millennium and Point72, keep getting bigger. (wsj.com)PE-backed car washes are popping up all over the country. (bloomberg.com)KKR ($KKR) is getting out of the music rights business. (ft.com)Will Berkshire Hathaway ($BRK.A) ever pay a dividend? (newsletter.rationalwalk.com)EconomyHow to parse a CPI report. (morningstar.com)Was employment growth in 2023 lower than initially thought? (bonddad.blogspot.com)Earlier on Abnormal ReturnsPodcast links: good guest guidelines. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: the CNBC paradox. (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 media37 pieces of career advice including '​All success is a lagging indicator​… all the good stuff (and bad stuff) is downstream from choices made long before.' (ryanholiday.net)Why big employers love part-time workers. (nytimes.com)Additional evidence for the four-day workweek. (cnn.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 23rd, 2024Related News

Podcast links: good guest guidelines

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at the... The bizHow the Acquired podcast became a huge hit. (calnewport.com)Do you need a 'Podcaster Copilot'? (shruggingface.com)How to be a good podcast guest. (smallpotatoes.paulbloom.net)EconomicsDerek Thompson talks with Prof. Arindrajit Dube about real wage growth. (theringer.com)Barry Ritholtz talks with Bill Dudley, former president and CEO of the Federal Reserve Bank of New York. (ritholtz.com)Michael Klein talks child poverty with Lisa Hamilton, CEO of the Anne E. Casey Foundation. (econofact.org)CompaniesBenjamin Gilbert and David Rosenthal look at the apex of luxury goods, Hermès. (acquired.fm)Joe Weisenthal and Tracy Alloway talk Boeing's ($BA) future with Richard Aboulafia, managing director of AeroDynamic Advisory. (podcasts.apple.com)Matt Reustle talks Heico ($HEI) with Eric Ruden, an Analyst at Ironvine Capital. (joincolossus.com)ETFsCameron Passmore and Benjamin Felix talks with Eric Balchunas about all things spot Bitcoin ETFs. (rationalreminder.libsyn.com)Meb Faber talks with Wes Gray and Robert Elwood about converting SMAs into an ETF. (mebfaber.com)FinanceTed Seides talks with Michael Mauboussin about the changing nature of public markets. (capitalallocators.com)Justin Carbonneau and Jack Forehand talk with Mike Green about how the growth in passive has changed markets. (youtube.com)William Green talks with famed investor Bruce Berkowitz of Fairholme Fund fame. (youtube.com)Michael Covel talks with Eric Crittenden of Standpoint Funds. (trendfollowingradio.com)Non-financeBrett McKay talks with Charles Duhigg author of "Supercommunicators: How to Unlock the Secret Language of Connection." (artofmanliness.com)Tim Ferriss talks with Cal Newport, author of the new book "Slow Productivity: The Lost Art of Accomplishment Without Burnout." (tim.blog)Dan Harris talks with Dr. Jenny Taitz author of "Stress Resets: How to Soothe Your Body and Mind in Minutes." (tenpercent.com)Roman Mars talks with Walt Hickey author of "You Are What You Watch." (99percentinvisible.org)Jim O'Shaughnessy talks with Rob Henderson author of "Troubled: A Memoir of Foster Care, Family, and Social Class." (infiniteloopspodcast.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 23rd, 2024Related News

Thursday links: lost decades

JapanThe Nikkei 225 has reach an all-time high for the first time since year-end 1989. (axios.com)Just a reminder the Nikkei is still below its high on a real basis. (klementoninvesting.substack.com)ETFsHigher short term yield have been a tailwind for the innovative Alpha Architect 1-3 Month Box ETF ($BOXX). (bloomberg.com)The ECB isn't crazy about spot Bitcoin ETFs. (ft.com)CompaniesCash keeps building up on Berkshire Hathaway's ($BRK.A) balance sheet. (wsj.com)New semiconductor facilities are facing some serious speed bumps. (nytimes.com)The Apple ($AAPL) Vision Pro is "a great piece of technology. It's not yet a great product." (spyglass.org)Is Chipotle ($CMG) pushing too hard on margins? (investmenttalk.co)AIIntel ($INTC) is set to manufacture AI chips for Microsoft ($MSFT). (arstechnica.com)We really don't want AI to train on its own output. (msn.com)How AI could kill off traffic to certain websites. (wsj.com)EconomyStill no sign of an uptick in weekly initial unemployment claims. (bonddad.blogspot.com)How lower income households are faring in this economy. (carsongroup.com)The case for higher for longer. (apolloacademy.com)Earlier on Abnormal ReturnsLongform links: the CNBC paradox. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Personal finance links: shaming and blaming. (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 experiences matter more these days. (awealthofcommonsense.com)It's okay to talk about the weather. (theatlantic.com)Just say no. It's okay. (theconversation.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 22nd, 2024Related News

Longform links: the CNBC paradox

Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links behind the paywall are used. You can check out... BooksA Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." (wired.com)A Q&A with Margot Susca author of "Hedged: How Private Investment Funds Helped Destroy American Newspapers and Undermine Democracy." (politico.com)A Q&A with Kurt Wagner's author of "Battle for the Bird: Jack Dorsey, Elon Musk, and the $44 Billion Fight for Twitter's Soul." (businessinsider.com)TechnologyWhy you shouldn't trust product recommendations you see at the top of Google searches. (housefresh.com)On the importance of the robots.txt file to how the Internet works. (theverge.com)Why you should wait as long as possible to give your children a phone. (epsilontheory.com)BusinessHow Hermes is different. (readtrung.com)Meet the company that sells unclaimed airline luggage. (thehustle.co)InvestingThe case for venture capital. (notboring.co)Crypto was ultimately a big con. (aeon.co)CommunicationA changing climate requires skilled communicators to explain what is going on. (stanfordmag.org)It's only a matter of time before disinformation creates a real-world disaster. (timharford.com)NatureJohn Whitfield, "The scale and spread of ant societies is a reminder that humans should not confuse impact with control." (aeon.co)We really don't know how to best feed out pet dogs and cats. (theguardian.com)SportsHow much is Saudi Arabia willing to spend to make a splash in global football? (gq.com)Only six people who played for the Brooklyn Dodgers remain. (defector.com)LongreadsSilicon Valley's elite increasing live in isolation. (lrb.co.uk)A look inside the new University of Austin. (thenewinquiry.com)Anti-semitism has been with us for millennia. (theatlantic.com)A profile of Vaclav Smil author of “Size: How It Explains the World.” (newyorker.com)Why Manhattan is perpetually filled with scaffolding. (wsj.com)What life is like aboard a nuclear-powered submarine. (vanityfair.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 22nd, 2024Related News

Personal finance links: shaming and blaming

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how... PodcastsBarry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. (ritholtz.com)Khe Hy talks with Kyla Scanlon about lessons learned from the attention economy. (open.spotify.com)Thomas Kopelman and Jacob Turner discuss some common personal finance misconceptions. (podcasts.apple.com)Chris Williamson talks the laws of human psychology with Morgan Housel. (youtube.com)RetirementWhy planning in retirement is so challenging. (humbledollar.com)Christine Benz and Amy Arnott talk with Roger Young of T. Rowe Price about non-financial considerations in retirement. (morningstar.com)People work in retirement for any number of reasons. (wsj.com)Dan Haylett talks retirement planning with Bec Wilson, author of "How to Have an Epic Retirement." (humansvsretirement.com)3% rates make holding a mortgage in retirement easier. (nytimes.com)PlanningThe building blocks of personal finance apply to everyone. (contessacapitaladvisors.com)Don't make your finances more complex than they need to be. (morningstar.com)11 financial mistakes to avoid including 'Not carrying umbrella coverage.' (humbledollar.com)When should you hire a financial advisor? (awealthofcommonsense.com)TaxesDo you know how to pay taxes on your Series I savings bonds? (wsj.com)When to consider Roth IRA conversions. (bestinterest.blog)What is the IRS' Taxpayer Advocate Service? (financialducksinarow.com)SpendingJesse Cramer, "A poor understanding of your spending is nearly impossible to overcome." (humbledollar.com)How to tamp down on impulsive spending. (dariusforoux.com)How to spend intentionally. (whitecoatinvestor.com)Personal financeStock picking is not the same thing portfolio managment. In fact, it's a distraction. (awealthofcommonsense.com)Michelle Singletary, "When we seek to shame people for their financial shortcomings, we neglect to recognize the barriers they face." (wapo.st)Why Dave Ramsey is finding it harder to attract Gen Z fans. (wsj.com)An increasing number of retirees feel 'trapped' in their Medicare Advantage plans. (finance.yahoo.com)A solution to higher home owner insurance premiums is to reduce coverage. (nytimes.com)Why you should update your estate documents. (whitecoatinvestor.com)Big collections come with a big burden. (wsj.com)You won't be remembered for the work you do. (humbledollar.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 21st, 2024Related News

Wednesday links: selling certainty

MarketsThe list of Europe's biggest stocks is filled with pharma companies. (euronews.com)Hedge funds have been underweight the Magnificent Seven. (ft.com)StrategyCertainty sells. Nuance is what matters. (downtownjoshbrown.com)Don't invest in alternatives unless you are in it for the long run. (morningstar.com)Private equityPrivate equity distributions are way off their highs. (finance.yahoo.com)Private equity has a growing interest in the child care industry. (theatlantic.com)FinanceEverybody wants a chunk of ODTE options trading volume. (finance.yahoo.com)Can you get busted for trading a rival's stock? (wsj.com)Hedge fund secrecy cuts both ways. (semafor.com)Venture capitalHow Anthropic raised $7.3 billion in funding in the past year. (nytimes.com)Why tech-types are returning to San Francisco. (spyglass.org)VCs continue to distance themselves from investments in China. (nytimes.com)Ray DalioFund managers are narrative creating machines. Investors need to look deeper. (investmentecosystem.com)What can we learn from Rob Copeland's "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend." (rationalreminder.libsyn.com)Fund managementFund managers don't 'rubber stamp' proxy advisor recommendations. (morningstar.com)The future of ETFs is the multi-class structure. (thinkadvisor.com)What to look for in an index including 'Is it sensible?' (morningstar.com)Saba Capital has taken issue with the UK trust industry. (msn.com)Sports bettingDraftkings ($DKNG) is expanding into online lotteries via the acquisition of Jackpot. (sportico.com)Sports betting set a record handle in 2023. (insidehook.com)EconomyThe Conference Board's LEI no longer signals recession. (mrzepczynski.blogspot.com)Inflation is still top of mind for consumers. (bonddad.blogspot.com)Services spending has not yet returned to pre-pandemic levels. (apolloacademy.com)Inflationary expectations can have long term effects. (papers.ssrn.com)Earlier on Abnormal ReturnsPersonal finance links: shaming and blaming. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: incremental risks. (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 mediaRetailers are cracking down on serial merchandise returners. (thecut.com)Why appliances don't last as long as they used to. (wsj.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 21st, 2024Related News

Tuesday links: multiple ways to win

MarketsWhat's driving stock market returns? (awealthofcommonsense.com)Just how sticky is the $6 trillion sitting in money market mutual funds? (bloomberg.com)StrategyJoshua Brown, "When too many learn the same game and it gets very easy to both play and teach to friends, the game breaks." (downtownjoshbrown.com)Don't let any single asset distract you from your overall portfolio. (mutinyfund.com)Base rates matter. (onveston.substack.com)StreamingWalmart ($WMT) is buying TV maker Vizio ($VZIO). (cnbc.com)Why Roku ($ROKU) stock is struggling. (hollywoodreporter.com)Disney ($DIS) is a winner when it comes to licensing content. (hollywoodreporter.com)ESGWhy Wall Street giants are backing away from climate pledges. (nytimes.com)Another sign of peak ESG. (snippet.finance)GlobalHow Russia continues to sell its oil on the global market. (wsj.com)Ukraine will have a landmine problem for years to come. (wired.com)Saudi Arabia is spending like crazy. (wsj.com)EconomyState coincident indicators are not great. (capitalspectator.com)The yield curve is STILL inverted. (econbrowser.com)Earlier on Abnormal ReturnsResearch links: incremental risks. (abnormalreturns.com)Adviser links: helping clients feel secure. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (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 mediaAmericans don't move far from their mothers. (marginalrevolution.com)On the benefits of different generations talking. (nytimes.com)Americans are moving less and less. (apolloacademy.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 21st, 2024Related News

Research links: incremental risks

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at... Private equityWhy niche private equity strategies outperform. (institutionalinvestor.com)Why private equity managers tilt toward bigger, safer investments. (klementoninvesting.substack.com)Elite college endowments have outperformed for one reason - taking on more risk. (institutionalinvestor.com)ResearchThe straightforward case for the low volatility effect. (blogs.cfainstitute.org)Does cross-asset momentum work? (insights.finominal.com)How do you account for 'catastrophic risk' in valuing a company? (aswathdamodaran.blogspot.com)Using ChatGPT to forecast corporate investment. (nber.org)On the value of better corporate governance. (klementoninvesting.substack.com)Expected value only tells you so much about a bet. (moontower.substack.com)How does race affect the muni bond market? (wsj.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 20th, 2024Related News

Adviser links: helping clients feel secure

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsPeter Lazaroff dives deeper into equity compensation with Derek Jess of Plancorp. (peterlazaroff.com)Why older women are saying no to marriage, largely for money reasons. (washingtonpost.com)Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." (standarddeviationspod.com)TrendsThe wealth management industry is going to be slammed with demand. (downtownjoshbrown.com)How indexing has made for a better financial advice industry. (morningstar.com)The bizCreative Planning was able to retain some 60% of the United Capital assets. (riabiz.com)XY Planning Network is launching a new in-house RIA, XYPN Sapphire. (citywire.com)A lot of RIAs are in that in-between stage. (citywire.com)TrendsWealthy individuals need to ask themselves why they are getting pitched expensive alternatives. (flowfp.com)Now Tony Robbins wants to sell you on alternatives. (ofdollarsanddata.com)Social securitySpousal claiming strategies for Social Security are nuanced. (thinkadvisor.com)How to research a Social Security question. (obliviousinvestor.com)Estate planningChanging an estate plan takes time. (wealthmanagement.com)Do your clients have a digital estate plan? (thinkadvisor.com)AdvisersWhy advisers don't need to fear AI. (investmentnews.com)Team members want 'authentic appreciation' not recognition. (kitces.com)How to work with a niche, like veterinarians. (citywire.com)How to fight better about money as a couple. (forbes.com)Why older Americans are at-risk of scams. (sciencedaily.com)How the pandemic affected life insurance premia. (thinkadvisor.com)How tax treatment differs across states for 529-to-Roth IRA rollovers. (advisorperspectives.com)Fidelity Charitable distributed $11.8 billion in donor-recommended grants in 2023. (riaintel.com).....»»

Category: blogSource: ABNORMALRETURNSFeb 19th, 2024Related News

Sunday links: leading layoffs

StrategyWhy you need to further investigate high dividend yields. (wsj.com)Why it takes time to come to appreciate a company. (flyoverstocks.com)A great company need not make for a good stock. (mrzepczynski.blogspot.com)CryptoSeven lesson learned from crypto including 'Be fearful when you feel invincible.' (mr-stingy.com)We are still waiting for the adoption of crypto in the real world. (theirrelevantinvestor.com)Not every Bitcoin ETF is going to survive. (blockworks.co)Comparing Bitcoin to other technologies. (tomtunguz.com)Fund managementA look at Vanguard's two new core bond ETFs. (morningstar.com)The Simplify Tail Risk Strategy Fund ($CYA) had a 'shockingly bad run.' (rogersplanning.blogspot.com)More hedge fund strategies are ending up in the ETF wrapper. (pionline.com)ImmigrationImmigration is a superpower for the American economy. (washingtonpost.com)Why Chinese migrants are coming to the U.S. via Mexico. (semafor.com)HealthThe case for spending more on infants. (msn.com)The Trump-era White House Medical Unit was a free-for-all. (cbsnews.com)Easy opioid access make suicide more likely. (colorado.edu)Why death rates rise in the Winter. (washingtonpost.com)PolicyGoFundMe should not be a social safety net. (msnbc.com)The pandemic era murder boom is slowly ebbing. (bloomberg.com)Charitable and political giving seem to be substitutes. (pubsonline.informs.org)The market has failed us when it comes to local news. (theconversation.com)EconomyWhy the natural rate of interest matters. (calculatedrisk.substack.com)What's going on with consumer credit? (mrzepczynski.blogspot.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks this 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 mediaThis South Korean firm is paying workers some $75,00 when they have a child. (wapo.st)Why you have fewer cousins than earlier generations. (cbc.ca).....»»

Category: blogSource: ABNORMALRETURNSFeb 18th, 2024Related News