MarketsThe S&P 500 is top-heavy because profits are top-heavy. (bloomberg.com)Stop blaming individual investors for sentiment swings. (klementoninvesting.substack.com)StrategyAre international stocks worth the bother? (morningstar.com)If the SEC is cracking down, why bother with crypto at this point? (vox.com)AppleIt may not look like it now, but the Vision Pro is the future. (om.co)Apple ($AAPL) quietly keeps improving the Mac. (macworld.com)Why the Vision Pro will flop. (wired.com)FinanceWhy Franklin Templeton ($BEN) is on an acquisition spree. (wapo.st)Citadel Securities wants to update its AI game. (theinformation.com)Fund managementWhat stocks anti-ESG funds tend to hold. (morningstar.com)Calamos is getting into the ETF game. (ft.com)Venture capitalA review of some recent unicorn sightings. (news.crunchbase.com)The time between Series A and Series B is increasing. (news.crunchbase.com)EconomyWeekly initial unemployment claims are back to October 2021 levels. (calculatedriskblog.com)This measure says the economy is not in recession. (carsongroup.com)The Bank of Canada is not done raising rates. (bnnbloomberg.ca)Earlier on Abnormal ReturnsLongform links: write interesting things. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: inevitable course corrections. (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 mediaThe data is clear on the health effects of air pollution. (marginalrevolution.com)Far away from actual wildfires, particulates are the biggest risk. (theatlantic.com)How to protect yourself from smoky wildfire air. (scientificamerican.com).....»»

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at what makes... BooksAn excerpt from “Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis” by Scott Patterson. (wsj.com)An excerpt from "Size: How it Explains the World" by Vaclav Smil. (engadget.com)A Q&A with Vanessa Patrick author of "The Power of Saying No: The New Science of How to Say No That Puts You in Charge of Your Life." (annieduke.substack.com)A Q&A from “The Long View: Why We Need To Transform How the World Sees Time” by Richard Fisher. (reasonstobecheerful.world)An excerpt from "Burn It Down: Power, Complicity, and a Call for Change in Hollywood" by Maureen Ryan. (hollywoodreporter.com)WorkAn excerpt from “The Search: Finding Meaningful Work in a Post-Career World" by Bruce Feiler. (wsj.com)A Q&A with Rainesford Stauffer author of the new book, "All the Gold Stars: Reimagining Ambition and the Ways We Strive." (annehelen.substack.com)TechnologyWhy does everybody think AI will end the world? (pmarca.substack.com)A first-hand account of using the new Vision Pro. (daringfireball.net)EnvironmentCalifornia needs to be 're-plumbed' for future weather. (nytimes.com)Is it possible to make health care greener? (politico.com)Sports14 attributes of sporting greats including a 'High tolerance for discomfort.' (artofmanliness.com)Can pickleball's noise problem be solved? (thehustle.co)LongreadsBlackstone ($BLK) perfectly timed its purchase of urban warehouses. (bloomberg.com)Once you notice the problem with ample, free parking you can't unsee it. (msn.com)A firsthand account of how Wegovy helped this writer lose 40 pounds. (wapo.st)More extreme amusement park rides make for more extreme motion sickness. (longreads.com)How the Marvel Cinematic Universe ate Hollywood. (newyorker.com)A history of Snopes.com. (fastcompany.com).....»»

MarketsA deluge of T-bills is coming. (wsj.com)Why merger arbitrage is become more difficult in this environment. (finance.yahoo.com)StrategyIs this a new bull market? Does it matter? (awealthofcommonsense.com)Arguments about 'recessions' don't really matter to investors. (disciplinefunds.com)WorkAre headsets, like the Vision Pro, the future of remote work? (drorpoleg.com)Employees don't like it when a company rescinds its promise of permanent remote work. (wsj.com)Work is about more than just money. (businessinsider.com)HousingShould we expect 6-7% mortgages going forward? (calculatedriskblog.com)Home buying math is bad right now, but will it be any better a year from now? (bloomberg.com)EconomyWholesale used car prices are down 7.8% year-over-year. (calculatedriskblog.com)How much longer can the jobs economy defy the rest of the economy? (bloomberg.com)Earlier on Abnormal ReturnsPersonal finance links: inevitable course corrections. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: intangible value. (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 mediaEric Newcomer, "Twitter’s decaying policy and enforcement systems have proven to be enticing for other social platforms." (platformer.news)Twitter has debunked what its CEO has says about the 'Twitter Files.' (techdirt.com)Do we really want Google, Facebook, Twitter, Youtube to educate our children? (wheresyoured.at)Meta's ($META) Instagram has a pedophile problem. (wsj.com)Social media platforms are not built forever. (wired.com).....»»

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the... PodcastsBarry Ritholtz talks with Ramit Sethi about living a 'rich life' and his new Netflix how 'How to Get Rich.' (ritholtz.com)Jon Luskin talks with Mike Piper about his new book "More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need." (bogleheads.podbean.com)BenefitsHow to apply for Social Security benefits. (financialducksinarow.com)Making the case for traditional Medicare. (humbledollar.com)ParentsHow to negotiate with aging parents. (kffhealthnews.org)What happens when you inherit your parent's home. (wsj.com)HousingOptions are few for people looking to get into the housing market. (awealthofcommonsense.com)Home buying math is bad right now, but will it be any better a year from now? (bloomberg.com)Personal financeThings to do before pulling the plug on your job and retiring. (humbledollar.com)Financial planning means always adjusting your plan. (awealthofcommonsense.com)Ten tips for a better life including 'Give up fast food/prepared meals.' (moneytalks101.substack.com)How to shift from impulsive to intentional spending. (contessacapitaladvisors.com)What you need to know about solo 401(k) plans. (whitecoatinvestor.com)Why Dave Ramsey is being sued for $150 million. (finance.yahoo.com)The case for semi-retirement. (msn.com)Five formulas for wealth. (sapientcapital.com)529 Plans, 101. (morningstar.com).....»»

MarketsManaged futures have bounced back after a rough Q1. (rcmalternatives.com)Using asset class return forecasts is a bad way to invest. (klementoninvesting.substack.com)Are commodities a broken asset class? (monevator.com)CryptoWith Binance, the SEC is only accelerating its crackdown on crypto. (slate.com)The SEC is focused on Coinbase's ($COIN) staking service. (coindesk.com)Crypto-enthusiasts are pulling assets from Binance. (markets.businessinsider.com)AppleWhat is the use case for the new Apple ($AAPL) Vision Pro? (stratechery.com)Ten takeaways from WWDC 2023 including 'The Apple Watch keeps getting better.' (om.co)What game developers think about Apple's new device. (venturebeat.com)The Vision Pro is the opposite of prior Apple ($AAPL) innovations. (wired.com)Sequioa CapitalSequoia Capital is splitting in three, based on geography. (forbes.com)How the Sequoia Capital split will work. (axios.com)EconomyThe U.S. economy seems to have found a new equilibrium. (danieldrezner.substack.com)But the U.S. consumer may finally be faltering. (bonddad.blogspot.com)Earlier on Abnormal ReturnsResearch links: intangible value. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: sharing your expertise. (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 everybody is watching TV with the subtitles on. (theatlantic.com)Why was the media so obsessed with 'Succession'? (axios.com)The best TV shows of 2023, so far. (vulture.com).....»»

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out including a look at the proper definition... CorrelationsStocks and bonds don't always move in opposite directions. (econofact.org)Although used interchangeably, hedging and diversification are two different things. (insights.finominal.com)ResearchKai Wu, "While Quality seeks firms that are profitable today, Intangible Value seeks those investing in profitability tomorrow." (sparklinecapital.com)Is there a premium for 'sin stocks'? (alphaarchitect.com)Why the London Stock Exchange is losing share to other markets. (papers.ssrn.com)Private equity fundamentals (and valuations) are not great. (mailchi.mp)Family relationships seem to affect our investing decisions. (alphaarchitect.com)What to know about farmland investing. (caia.org).....»»

CryptoThe SEC is suing Binance and its founder 'CZ.' (theblock.co)What's in the SEC Binance suit. (theverge.com)AIIBM ($IBM) should be a player in AI. The stock market is skeptical. (barrons.com)AI has put a charge back into the tech industry. (washingtonpost.com)FinanceWhat happens when you merge two traditional asset managers who are experiencing outflows? (institutionalinvestor.com)A real, live IPO is set to price this week, Cava Group. (wsj.com)Fidelity is down some 41% on its Reddit investment. (techcrunch.com)ChinaYou can't talk about emerging markets without mentioning China. (morningstar.com)How real estate poses a risk to the Chinese economy. (noahpinion.blog)China's local governments are full-up on debt. (ft.com)EconomyThis measure of inflation has been falling for months. (snippet.finance)How big a factor is corporate profits on inflation? (econbrowser.com)Earlier on Abnormal ReturnsAdviser links: sharing your expertise. (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 mediaThe world is undergoing a demographic revolution as fertility drops. (economist.com)The U.S. murder rate is falling in 2023, to-date. (theatlantic.com).....»»

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 talks with Michael Kitces about the evolution of financial advice. (peterlazaroff.com)Daniel Crosby talks with Brendan Frazier about his list of the 10 guiding principles of financial psychology. (standarddeviationspod.com)Justin Carbonneau and Matt Zeigler talk with Northern Trust's Peter Mladina about framing competing purposes in financial planning. (youtube.com)The bizJP Morgan Chase ($JPM) is building a unit focused on the world's wealthiest families. (thinkadvisor.com)Fidelity Institutional’s alternative investments platform continues to garner assets. (investmentnews.com)How is Schwab's ($SCHW) TDA transition going? (riabiz.com)Where family offices are lagging in their service model. (institutionalinvestor.com)Practice managementMistakes advisers make when hiring next generation advisers. (wealthmanagement.com)As advisory firms grow they need to have access to trust services. (citywire.com)How one adviser built a niche practice focused on nuclear power workers. (kitces.com)AdvisersWhat's the difference between word-of-mouth and referrals? (kaleidocreative.com)Do clients really want personalized portfolios? (wealthmanagement.com)Three techniques to get retirees to spend more money. (thinkadvisor.com)Individual investor may soon be able to take a test for accredited status. (investmentnews.com)Be generous in sharing your expertise. (advisorperspectives.com)The case for semi-retirement. (msn.com).....»»

MarketsThe stock market hates rising inflation. (mrzepczynski.blogspot.com)The 60/40 portfolio was supposed to be dead. (marketwatch.com)StrategyOwning an index means you will own the market's biggest winners. (awealthofcommonsense.com)It's easy to make up stories about the past. The future not so much. (mrzepczynski.blogspot.com)AppleThe XR industry is on hold until Apple ($AAPL) ships something. (venturebeat.com)Only Apple ($AAPL) can save AR. (theverge.com)FinanceOnline banks took deposit share from regional banks. (wsj.com)Don't confuse your payment app with a bank account. (cnn.com)Hedge fundsThe world's biggest multi-strategy hedge funds are paying up big time for talent. (finance.yahoo.com)This startup hedge fund is unique a strategy to bring on multiple strategies. (finance.yahoo.com)Fund managementJacob Soll, "In the end, ESG is just another name for moral considerations in capitalism." (politico.com)This mutual fund company is essentially betting it all on one company. (morningstar.com)High-cost bond funds are a losing proposition. (humbledollar.com)Here come the AI-focused ETFs. (wsj.com)UkraineThe Pentagon is paying for Starlink terminals in Ukraine. (latimes.com)How Europe blunted the use of natural gas as a weapon by Putin. (msn.com)PolicyWho gains from corporate tax cuts? (papers.ssrn.com)The American birth rate is still below the replacement rate. (wsj.com)Society has yet to come to terms with increasing longevity. (ft.com)Grandparents are not the solution to the child care crisis. (bloomberg.com)Why you get so many e-mails from politicians you have never heard from. (businessinsider.com)The Sacklers are going to get away with it. (statnews.com)EconomyEconomic data doesn't move in straight lines. (tker.co)Heavy truck sales were up sharply in May. (calculatedriskblog.com)An increasing number of home sellers are offering concessions. (thebasispoint.com)Immigrants and women are leading the labor economy recovery. (washingtonpost.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 do users get (and give up) with the new ad-supported TV, Telly? (theverge.com)Wordpress.com is getting into the newsletter game. (techcrunch.com)There is no single next Twitter. (theinformation.com).....»»

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... EVsThere is an inherent tension between EV size and road safety. (msn.com)VW is using the Scout brand to enter the U.S. EV market. (wsj.com)EV charging is getting better, but still has a ways to go. (msn.com)EnergyWhy the state of Texas is turning against renewable energy. (wsj.com)How heat pumps are going industrial-scale. (bbc.com)WaterSome planned housing developments in Arizona are being halted due to a lack of groundwater. (arstechnica.com)The West's water usage is all out of whack. (econbrowser.com)CaliforniaCalifornia has a river flooding problem. (npr.org)California's cliffs are increasingly at-risk of collapse. (washingtonpost.com)EnvironmentWildfire risk is increasing in Texas. (bloomberg.com)Even temperatures in the 90s can be dangerous. (hcn.org)How biochar can be used to store carbon. (reasonstobecheerful.world)AnimalsThere is still so much undiscovered in the world's oceans. (businessinsider.com)How the Canary Islands created a safe haven for angelsharks. (hakaimagazine.com)You might be surprised how many bird species there are in a big city. (npr.org)Researchers are still discovering new species of fireflies. (smithsonianmag.com)Why do animals keep evolving into crabs? (scientificamerican.com)TransportAirlines are struggling to hire (and keep) baggage handlers. (wsj.com)Travel add-on fees are getting ridiculous. (wsj.com)TechnologyWhy Android users switch to an iPhone. (daringfireball.net)Browsers are looking to integrate AI tools. (theverge.com)Three things ChatGPT is good for. (fastcompany.com)BehaviorGive yourself permission to go outside, i.e. 'forest bathing.' (reasonstobecheerful.world)There is a big problem inherent with psychedelic research. (wired.com)RSV vaccinesThere are now two vaccines approved for RSV. (nytimes.com)Why the RSV vaccines are a big deal for older adults and pregnant women. (emilyoster.substack.com)HealthA pill form of Ozempic, and other weight loss drugs, will change the equation. (wired.com)The shingles vaccine can apparently do more than prevent disease. (marginalrevolution.com)Despite low current Covid rates, excess deaths remain above average. (economist.com)Less than 6% of Swedes regularly smoke cigarettes. (apnews.com)Measuring sperm counts isn't all that straightforward. (scientificamerican.com)CPR is not an unadulterated good. (npr.org)CannabisThere is plenty of room to create better cannabis retailing. (fastcompany.com)Colorado's cannabis market is seeing a big pullback. (denverpost.com)Artisan cannabis growers in California are quitting the business. (modernfarmer.com)FarmingThe U.S. is seeing a pork glut. (wsj.com)Why farmers may need to add this feature keep cattle safe in high heat. (reasonstobecheerful.world)Why steak prices are on the rise. (wsj.com)FoodHow Vita Coco turned coconut water into a mainstream product. (fooddive.com)People don't want to key in their order at a restaurant. (nytimes.com)Reinventing ketchup isn't easy. (tastecooking.com)SportsChurchill Downs has suspended racing due to a spate of horse deaths. (washingtonpost.com)Why Pat MacAfee moved to ESPN. (nypost.com)ChildrenChildren are growing up horrified by their parent's social media posts about them. (theatlantic.com)How summer camp season became cutthroat and chaotic. (bloomberg.com)How to fix standardized testing. (semafor.com)CollegeMore Americans are opting out of college in favor of work and apprenticeships. (wsj.com)Where you go to college doesn't define your future. (thecollegefinanciallady.com)Why you should negotiate your aid package. (tonyisola.com)More medical students aren't showing up for lectures. (npr.org)Earlier on Abnormal ReturnsWhat you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: the science of sleep. (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 mediaShigi Oishi, “Convenience doesn’t make a good story, thus doesn’t make a good memory.” (ft.com)Giving up pizza is hard, but pays off in a number of ways. (moneytalks101.substack.com)Don't forget, we don't live in a just world. (moretothat.com).....»»

StrategyA lot of issues really come down to perspective. (ritholtz.com)Some career advice from noted investor David Tepper. (investmenttalk.co)CompaniesMeta ($META) is requiring workers to come back to the office three days a week. (cnbc.com)Amazon ($AMZN) is looking to add wireless service for Prime members. (finance.yahoo.com)AppleThere are only open questions right now about Apple's ($AAPL) VR efforts. (nytimes.com)What Apple's ($AAPL) VR effort says about the state of the company. (bigtechnology.com)AIHow AI could change online advertising. (msn.com)What role will AI play with how ad agencies work? (axios.com)Artifact is now re-writing clickbait headlines using AI. (theverge.com)StreamingWhat's in Comcast's ($CMCSA) $20 Now TV package? (variety.com)A reckoning for streaming services is coming. (wired.com)EconomyThe May NFP report showed the US economy added 339k jobs. (calculatedriskblog.com)There is a divergence between the employment and household surveys. (bonddad.blogspot.com)What's the difference between a Fed 'skip' and a 'pause'? (ft.com)Year-over-year measures of rent continue to decline. (calculatedrisk.substack.com)Earlier on Abnormal ReturnsPodcast links: the science of sleep. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: safer experiences. (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 mediaEvery big technology starts off as worse than the incumbent. (seths.blog)On the power of two-word phrases, like "Read this." (advisorperspectives.com)Don't turn your passion in a business. (youngmoney.co).....»»

MarketsThe market's biggest stocks are having a big year. (axios.com)The S&P 500 Top 50 returned 3.97% in May 2023. (on.spdji.com)How major asset classes performed in May 2023. (capitalspectator.com)StrategyCullen Roche, "The beauty of indexing is that you own the haystack rather than worrying about the needles." (disciplinefunds.com)There's nothing magical about dividend investing. (rogersplanning.blogspot.com)How fear gets in the way of investing success. (microcapclub.com)FinanceWhy State Farm is pulling home insurance coverage from the California market. (grist.org)This leveraged ETF has destroyed half of the capital invested. (ft.com)AppleWhy is Apple ($AAPL) unveiling its new AR/VR headsets now? (vox.com)Expect a new pair of high-end Mac desktops. (arstechnica.com)People have consistently underestimated Apple's ($AAPL) new product announcements. (variety.com)AICan AI be used to make better venture investments? (ft.com)At some big banks, ~40% of open roles are AI-related. (bloomberg.com)There is a boom in .ai domain names. (axios.com)EconomyThe bond market is done with the debt limit debacle. (axios.com)The Fed would do well to play down what's going on with wages. (ritholtz.com)The quit rate is back down to pre-pandemic levels. (axios.com)The Sahm rule hasn't triggered yet. (bonddad.blogspot.com)Earlier on Abnormal ReturnsLongform links: safer experiences. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: faith in the system. (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 mediaWho should pay for the rebuilding of Ukraine? How about Russia? (msn.com)A new wave of mass migration is under way. (economist.com).....»»

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at the tyranny... BooksAn excerpt from "Anatomy of a Breakthrough: How to Get Unstuck When It Matters Most" by Adam Alter. (theatlantic.com)Five insights from "Paved Paradise: How Parking Explains the World" by Henry Grabar. (nextbigideaclub.com)David Marchese talks with Peter Attia, MD about his book “Outlive: The Science & Art of Longevity.” (nytimes.com)A Q&A with Theresa MacPhail author of "Allergic: Our Irritated Bodies in a Changing World." (npr.org)An excerpt from "I Feel Love: MDMA and the Quest for Connection in a Fractured World" by Rachel Nuwer. (tim.blog)InvestingAn obscure regulatory provision could prevent Vanguard and Blackrock ($BLK) from properly managing index funds. (riabiz.com)High profile short seller Marc Cohodes was all over FTX and its subsequent fallout. (theinformation.com)EntertainmentFor a high price, you can hire a pop star, like Flo Rida, to perform at your party. (newyorker.com)An oral history of 'Top Chef.' (hollywoodreporter.com)LongreadsJenny Surane, "Plaid today has helped 1 in 3 US bank account holders connect to an outside app." (bloomberg.com)The technology landscape is made up of huge ecosystems and Apple ($AAPL) is looking to shoehorn a new headset into theirs. (matthewball.vc)Fishing, unlike other industries, is a way of life for its participants. (nytimes.com)Researchers are increasingly animal intelligence and consciousness. (theguardian.com)How a Van Gogh painting disappeared from sight. (nytimes.com)On the pit that is 'optimization culture.' (annehelen.substack.com).....»»

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at 14... PodcastsJonathan Hollow talks with Andrew Hallam author of "Balance: How to Invest and Spend for Happiness, Health, and Wealth." (podcasts.apple.com)Morgan Housel on the 'art of spending money.' (open.spotify.com)TaxesWhat Is a 83(b) election? (thomaskopelman.com)Who is eligible for the retirement savings tax credit? (humbledollar.com)FraudHow to protect yourself against check fraud. (wsj.com)How reduce the amount of junk mail you get. (ironicsans.substack.com)SuccessAre you sure you want to do what is required to reach 'success'? (ferventfinance.com)It's way too easy to pass up opportunities to make memories. (linkedin.com)Personal financeSpending money is a skill. (1500days.com)Don't forget, the financial media is constantly trying to scare you. (wealthfoundme.com)Everybody makes mistakes. Dust yourself off and move on. (contessacapitaladvisors.com)Why it pays to get certain expenses out of the way before retirement. (humbledollar.com)An example of how an emergency fund works in practice. (moneytalks101.substack.com)Why everybody needs a 'Mary Jean' list of important financial information. (humbledollar.com)How to feel younger than your chronological age. (tonyisola.com)"Personal Finance Mistakes You're Probably Making" a presentation by Prof. James J. Choi. (linkedin.com).....»»

AIThe AI stock mania phase is here. (herbgreenberg.substack.com)How big tech companies are investing in AI startups. (news.crunchbase.com)StrategyThe stock market loves disinflation. (awealthofcommonsense.com)Tactical allocation funds have failed miserably. (morningstar.com)EnergyBerkshire Hathaway ($BRK.A) now owns 24.9% of Occidental Petroluem ($OXY). (barrons.com)What has Engine No. 1 actually accomplished at ExxonMobil ($XOM)? (nytimes.com)TwitterFidelity has marked down its stake in Twitter by two-thirds. (finance.yahoo.com)The Tweetbot guys are hooking their wagon to Mastodon. (texasmonthly.com)WorkSome companies are encouraging remote workers to join co-working spaces. (nytimes.com)What office building owners can learn from the success of IMAX. (bloomberg.com)EconomyAre tightening lending standards (and credit) going to tip the U.S. economy into recession? (wsj.com)The labor economy is strong but decelerating. (bonddad.blogspot.com)The housing market is locked up. (axios.com)Earlier on Abnormal ReturnsPersonal finance links: faith in the system. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: data vacuums. (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 mediaDefector is a different kind of media business. (cjr.org)Newsletter are, for now, the future of new media. (wwd.com).....»»

StrategyHow does the stock market perform after a period of sideways action? (ofdollarsanddata.com)Investment funds are a tool, not an investment philosophy. (fortunesandfrictions.com)International diversification never went out of style. (mrzepczynski.blogspot.com)Covered call writing is not free money. (caia.org)CryptoCrypto, and Bitcoin, are still here. (barrons.com)Gemini Trust is examining its options. (bloomberg.com)NvidiaNvidia ($NVDA) is now the 9th company to reach $1 trillion in market cap. (paulrlamonica.substack.com)The shortage of AI chips is palpable. (wsj.com)Five things could bring Nvidia ($NVDA) down. (thereformedbroker.com)CompaniesWhat is Carl Icahn's end game for Icahn Enterprises ($IEP)? (semafor.com)Las Vegas casinos are raking in record gaming revenues. (wsj.com)Where does WW ($WW) stand in the age of Ozempic? (wired.com)FinanceAdd California to the list of states where home insurance companies are pulling out. (axios.com)Insiders are buying financial stocks. (twitter.com)EconomyHow a resumption in student loan repayments could be a drag on the economy. (bloomberg.com)The case for the economy avoiding a recession in 2023. (calculatedriskblog.com)There's nothing really shocking in the debt deal. (ft.com)Earlier on Abnormal ReturnsResearch links: data vacuums. (abnormalreturns.com)Adviser links: technology bets. (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 mediaRichard Florida, “They’re [cities] places for people to live and connect with others.” (wsj.com)Los Angeles is facing its own office vacancy problem. (bloomberg.com).....»»

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out including a look at the value of... FactorsJoachim Klement, "The bottom line is that the academic definition of ‘growth investing’ isn’t really a proper growth investment style." (klementoninvesting.substack.com)What factors are representative of defensive equity. (advisorperspectives.com)ResearchIgor Tulchinsky, "Finance may not feel like the most obvious application of these [AI] tools, but we should recognize the importance of approaching early-stage technology like this in a spirit of radical openness." (institutionalinvestor.com)The top 10 stocks in the S&P 500 are dominated by technology stocks. The rest of the index not so much. (morningstar.com)The number of companies that are big stock market wealth generators is shrinking over time. (papers.ssrn.com)Good trying to find equity fund manager alpha. (insights.finominal.com)Why hasn't Bitcoin already disappeared? (barrons.com)On the relationship between workplace well-being and firm performance. (wellbeing.hmc.ox.ac.uk).....»»

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsMichael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. (kitces.com)Brendan Frazier talks with Bari Tessler, author of "The Art of Money: A Life-Changing Guide to Financial Happiness." (wiredplanning.com)Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. (rationalreminder.libsyn.com)Austin, TXRWM is coming to Austin, TX! (ritholtz.com)Are you a Texas-based adviser interested working with Ritholtz Wealth Management? Come meet the team in Austin on June 12-14th. (thereformedbroker.com)2025If nothing changes legislation-wise, there will be a run on estate planning going into 2025. (thinkadvisor.com)Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (riabiz.com)JP Morgan ChaseWhere First Republic Bank advisers have fled. (forbes.com)How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business. (financial-planning.com)JP Morgan Chase ($JPM) is dipping its toe in the AI waters with 'IndexGPT.' (cnbc.com)The bizAdvisers were leaving banks even before the recent turmoil. (ft.com)Goldman Sachs Advisor Solutions is on a bit of a roll. (citywire.com)Why you should expect more, different kinds of RIA mergers. (citywire.com)TechnologyWhat the first wave of robo-advisors got wrong. (thereformedbroker.com)You can start to see how AI could be used by financial advisers. (advisorperspectives.com)AdvisersClients don't walk in the door because everything is hunky dory. (investmentnews.com)How to better screen for potential clients. (kitces.com)Affluent investors are now more worried about the banking system. (riaintel.com)Internship programs are a win-win-win for all stakeholders. (kitces.com)Social Security retirement ages are always a political decision. (advisorperspectives.com).....»»

StrategyWhat lessons are new pandemic-era investors going to learn? (awealthofcommonsense.com)Why the idea of market timing is so seductive. (humbledollar.com)Some words of wisdom from the late Sam Zell. (novelinvestor.com)AIIs an AI stock bubble inevitable? (awealthofcommonsense.com)AI is coming for political campaigns. (msn.com)How the media is covering ChatGPT. (cjr.org)Corporate VCs are now laser-focused on AI. (axios.com)CompaniesWhat is the killer app for Apple's ($AAPL) new VR headset? (wsj.com)Sonos ($SONO) bests Google ($GOOGL) in a patent dispute. (theverge.com)Debt dealWhat's in the tentative Biden-McCarthy debt limit deal? (nytimes.com)Why you can now expect a deluge of T-bill issuance. (ft.com)The deal reached doesn't look all that different than what you would normally expect. (semafor.com)The debt crisis drama was overblown. (marginalrevolution.com)PolicyAmerica's unemployment insurance system was built for a bygone era. (bloomberg.com)More unaccompanied minors are reaching the U.S. border. (wsj.com)You can now see the exodus from New York state in the tax data. (bloomberg.com)Fox News is still facing an election-related defamation case. (nytimes.com)How this guy won $5 million from My Pillow's Mike Lindell. (politico.com)Can public housing make a comeback? (slate.com)EconomyWhat Costco's ($COST) results tell us about the state of the American consumer. (wsj.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 mediaWhy some half of Americans don't use all their vacation time. (nytimes.com)It's taking longer for American adults to reach life milestones. (pewresearch.org)Why getting together with people seems so hard. (artofmanliness.com).....»»

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... FordFord ($F) has backtracked on its plan to remove AM radios from new cars. (variety.com)Why Tesla ($TSLA) opend up its charging network to Ford ($F)...subsidies. (axios.com)Autonomous vehiclesSelf-driving cars are being tested against the worst human behaviors. (wsj.com)Uber ($UBER) and Waymo are teaming up in Phoenix. (theverge.com)AutosWhy vehicles should be taxed by curb weight. (curbed.com)Why EVs are not the optimal solution to minimize emissions. (axios.com)The Hyundai brand is on a roll. (wsj.com)Flying12 etiquette rules to follow on a plane including 'Keep your socks on.' (nytimes.com)France has banned short-haul flights that are served by rail. (bbc.com)Runway near misses are on the rise. (wsj.com)TransportRIP, Virgin Orbit and its horrible business plan. (arstechnica.com)Wingsails are the future of cargo ships. (wired.com)Cruise ships are jammed full. (wsj.com)EnergyFlexible solar panels don't necessarily have a drop off in output. (newscientist.com)The Pentagon is interested in small-scale nuclear energy. (bloomberg.com)Why drill for oil when you can drill for heat? (wired.com)HeatMore parts of the globe are going to become uninhabitable due to excessive heat. (axios.com)Air conditioning won't prevent climate migration. (bloomberg.com)MicroplasticsWashing your clothes spill microfibers into the water system. (newscientist.com)Plastics recycling is creating a bunch of microplastic waste. (fastcompany.com)EnvironmentThere is a deal, for now, to limit withdrawals from the Colorado River. (nytimes.com)Storing water underground is harder than it sounds. (npr.org)JPMorgan Chase ($JPM) announced that it has agreed to spend more than $200 million on carbon removal technologies. (cnbc.com)The West has a growing clothing waste problem. (bloomberg.com)How 'flash droughts' develop. (theconversation.com)AnimalsWhen animals attack - the case of orcas and boats. (scientificamerican.com)A new technology that keeps male chicks from being born. (newatlas.com)Why Hawaii is overrun with feral chickens. (msn.com)Have elephants self-domesticated? (science.org)ArchaeologyUsing lidar, scientists have discovered a vast network of ancient Mayan cities. (wapo.st)What folk art can teach us about biodiversity. (scientificamerican.com)BehaviorWhat people get wrong about the Dunning-Kreuger effect. (ritholtz.com)Some evidence that multivitamins help slow cognitive decline. (washingtonpost.com)Five insights from "Addicted to Drama: Healing Dependency on Crisis and Chaos in Yourself and Others" by Scott Lyons. (nextbigideaclub.com)When pulling out your phone actually makes you more present. (venturebeat.com)HealthThe mortality gap between Americans with and without a college degree is growing. (papers.ssrn.com)Oral GLP-1 agonists are coming down the pike. (cnbc.com)The FDA approved another medication to reverse opioid overdoses. (statnews.com)Hospital systems are dropping their mask policies. (wsj.com)CovidWe are likely never going to 'solve' the Covid origin debate. (theatlantic.com)China is now resolved to living with Covid-19. (wsj.com)It's still not clear what would go into this Fall's new Covid shot. (theatlantic.com)FitnessWhy you should be wary of your fitness watch. (primecuts.substack.com)On the importance of sleep hygiene. (owens-newsletter-a63d69.beehiiv.com)RestaurantsWFH is making all-week brunch a thing. (wsj.com)QR menus are the worst. (nytimes.com)FarmingWhy not plan a housing development around a farm? (modernfarmer.com)The price of hay is on the rise. (wsj.com)FoodWhy there is so much confusion around food expiration dates. (washingtonpost.com)Ultra processed foods are just different. (npr.org)Is it possible to make a 'good' American cheese? (eater.com)Seriously, eat more fiber. (insidehook.com)DrinkBy definition, craft brewers are closer to their customers. (theconversation.com)Five benefits from quitting alcohol. (markmanson.net)StreamingThe Netflix ($NFLX) password sharing crackdown is here. (thestreamable.com)FAST is the future of streaming. (vox.com)SportsMount Everest is on track for a record number of fatalities. (msn.com)Why it now costs $500 million to land an expansion MLS franchise. (huddleup.substack.com)Not everybody is on board with the new national horse racing regulator, the Horseracing Integrity and Safety Authority. (wsj.com)MLB's new rules are working as planned. (nytimes.com)The sports betting backlash is here. (slate.com)Earlier on Abnormal ReturnsWhat you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: diverse decision making. (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 mediaLawrence Yeo, "So if art is an avenue to know yourself, what happens when its artifacts become products that are sold to others?" (moretothat.com)How good would one more Beatles album have been? (marginalrevolution.com)Make your stuff easier to read. (bigthink.com).....»»