Adviser links: risks worth taking
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
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Recent curated reads
Research links: being taken seriously
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
Longform links: the failure of shame
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...
Personal finance links: doing something
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the...
Monday links: AI aggregators
Strategy How has the stock market shrugged off higher rates? (awealthofcommonsense.com) Opportunities are opening up in the bond market. (capitalspectator.com) What is a bond investor to do now? (fortunesandfrictions.com) Technology The scale of the iPhone is truly staggering. (asymco.com) Why hasn't there been a succe
Sunday links: staying private longer
Markets A positive seasonal window is opening. (trendlabs.com) Bonds are no longer overvalued. (mrzepczynski.blogspot.com) Strategy Why indexing has dominated the past decade. (awealthofcommonsense.com) Why Warren Buffett succeeded: his investment strategy matched structure. (jasonzweig.com) How to avoid getting taken
Friday links: income and safety
Markets When do rising yields affect stocks? (stockmarketmedia.com) What will higher rates break first? (bloomberg.com) A look at rising real yields. (econbrowser.com) Private investments Startups are staying private longer, because they were overvalued by VCs. (awealthofcommonsense.com) Private equity firms are having
Thursday links: important economic risks
Markets Is hyperscaler borrowing really driving rates higher? (ft.com) Why everyone is freaking out about rates. (wsj.com) 30-year mortgage rates are well over 7%. (axios.com) Books Insights from Peter Lazaroff's new book "The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success." (novelinvestor.c
Wednesday links: fiscal mismanagement
Markets The Mag 7 stocks are back at new all-time highs. (trendlabs.com) Nvidia ($NVDA) is now a dividend growth story. (morningstar.com) Just how bad is market breadth? (axios.com) Finance The private equity capital cycle is broken. (ft.com) Why so many fintechs are becoming banks. (semafor.com) Insuring data centers
Top clicks this week on Abnormal Returns
Thanks for checking in with us this weekend. Here are the most clicked on items on Abnormal Returns for the week ended...
Saturday links: moving the coast
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
Tuesday links: arriving at the right answer
Rates The 2-year Treasury is nearing 5%. (wsj.com) Across the yield curve, rates are higher since the start of the Iran war. (econbrowser.com) The yield curve is steepening, or flattening, depending on the measure. (axios.com) Bonds It's been a rough half decade for bond investors. (awealthofcommonsense.com) You really
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