๐ Tuesday links: preventing financial crises, investing in an aging world, and the benefits of re-skilling displaced workers. abnormalreturns.com/2025/08/12/t...
chart: tinyurl.com/4nw9u9sa
@abnormalreturns.bsky.social
Artisanal, hand-crafted links every day at https://abnormalreturns.com/.
๐ Tuesday links: preventing financial crises, investing in an aging world, and the benefits of re-skilling displaced workers. abnormalreturns.com/2025/08/12/t...
chart: tinyurl.com/4nw9u9sa
โ๏ธ Only the paranoid survive: "Everything is disruptable; even if it isn't, you should act as if it is." abnormalreturns.com/2025/08/11/e...
chart: tinyurl.com/yeyh4dn5
๐ฌ Research links: cash holdings on the balance sheet, the importance of diversification, and how short-sellers do their thing. abnormalreturns.com/2025/08/12/r...
chart: tinyurl.com/4c5anbs7
๐ Monday links: the king of stock buybacks, why tariffs are now beginning to bite, and the end of the line for AOL dial-up service. abnormalreturns.com/2025/08/11/m...
chart: tinyurl.com/4wxzrkzr
๐ Adviser links: rising health insurance costs, the importance of between-meeting communication, and why you should avoid using jargon with clients. abnormalreturns.com/2025/08/11/a...
chart: tinyurl.com/7xwav9c5
๐ Sunday links: how crypto went mainstream, coming to terms with tariffs, and when you really need to get to the airport. abnormalreturns.com/2025/08/10/s...
chart: tinyurl.com/3xcap5pn
๐ Top clicks this week on Abnormal Returns including: growing stock market concentration, the challenge of being a boring investor, and a rough year for trend following funds. abnormalreturns.com/2025/08/10/t...
chart: tinyurl.com/2p9kmcb9
๐ Saturday links: declining bird counts, being polite for its own sake, and why kids hate music lessons. abnormalreturns.com/2025/08/09/s...
image: sherwood.news/culture/anch...
๐ Friday links: stock market seasonality, the launch of OpenAI's GPT-5, and throttling mRNA research. abnormalreturns.com/2025/08/08/f...
chart: tinyurl.com/msd2wmbu
๐๏ธ Podcast links: building better investment teams, the economics of the meat industry, and in praise of the 'Odd Lots' podcast. abnormalreturns.com/2025/08/08/p...
image: unsplash.com/photos/a-bla...
๐ Thursday links: trading as a business, putting the AI boom into perspective, and why inflation isn't dead just yet. abnormalreturns.com/2025/08/07/t...
image: chartkidmatt.com/p/are-s-p-50...
โ๏ธ Longform links: falling cardiovascular mortality rates, the pain of perfectionism, and living in a world of knocks and dupes. abnormalreturns.com/2025/08/07/l...
image: ourworldindata.org/cardiovascul...
๐ Wednesday links: investor regret, the new and improved ESPN, and the shrinking labor force. abnormalreturns.com/2025/08/06/w...
chart: tinyurl.com/udsryex7
๐ฐ Personal finance links: reassessing the 4% rule, not getting caught up in the rat race, and tamping down on your time anxiety. abnormalreturns.com/2025/08/06/p...
chart: tinyurl.com/5bydnskh
๐ Tuesday links: the game of regulatory arbitrage, the spread of AI slop, and a sure sign that Summer is over. abnormalreturns.com/2025/08/05/t...
chart: tinyurl.com/27a69y7z
๐ฌ Research links: how asset managers are deploying AI, the high cost of managing endowment funds, and how consumers react to inflation surprises. abnormalreturns.com/2025/08/05/r...
image: www.downtownjoshbrown.com/p/why-be-an-...
๐ Monday links: the changing housing market, the AI capex spending boom, and a rough year for trend followers. abnormalreturns.com/2025/08/04/m...
image: x.com/NewsLambert/...
๐ Adviser links: revisiting the 4% rule, the compliance risks of AI, and what you need to know when you go independent. abnormalreturns.com/2025/08/04/a...
image: www.kitces.com/blog/risk-to...
๐ Sunday links: a busy summer for dealmaking, big spending on AI-related capex, and how the BLS works in practice. abnormalreturns.com/2025/08/03/s...
image: www.wsj.com/economy/the-...
๐ Top clicks this week on Abnormal Returns including: signs of stock market froth, the prospect for railroad mergers, and historical analogues for Bitcoin treasury companies. abnormalreturns.com/2025/08/03/t...
chart: tinyurl.com/yc3evxv3
๐ Saturday links: the geologist shortage, diversifying your identity, and the triumph of country music. abnormalreturns.com/2025/08/02/s...
image: www.statsignificant.com/p/how-countr...
๐ Friday links: the falling equity risk premium, booming bond ETFs, and the 'end' of the Trump trade war. abnormalreturns.com/2025/08/01/f...
image: sherwood.news/markets/your...
๐๏ธ Podcast links: the state of the U.S. housing market, how to better fund science in America, and the challenges of running the world's biggest index funds. abnormalreturns.com/2025/08/01/p...
image: www.pexels.com/photo/close-...
๐ Thursday links: the paradox of skill, the AI capex spending boom, and growth in 'returnless returns.' abnormalreturns.com/2025/07/31/t...
chart: tinyurl.com/3xpvuety
โ๏ธ Longform links: the future of desalination, how NASA lost its way, and the case for marriage. abnormalreturns.com/2025/07/31/l...
image: x.com/xruiztru/sta...
๐ Wednesday links: an Ethereum anniversary, the scale of the data center buildout, and memes as the new comics. abnormalreturns.com/2025/07/30/w...
chart: tinyurl.com/4tk5pj3p
๐ฐ Personal finance links: oversized emergency funds, imbalances in the housing market, and the business of high-end credit cards. abnormalreturns.com/2025/07/30/p...
chart: tinyurl.com/3s9s9yrx
๐ Tuesday links: the accelerating ETF boom, assessing the illiquidity premium, and tariffs as VATs in disguise. abnormalreturns.com/2025/07/29/t...
image: x.com/EricBalchuna...
๐ฌ Research links: confirmation bias in action, the difference between trend following and momentum, and when VCs skimp on due diligence. abnormalreturns.com/2025/07/29/r...
chart: tinyurl.com/yn8ev7c7
๐ Check out our Q&A with best-selling author Nick Maggiulli about his new book "The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life."
abnormalreturns.com/2025/07/28/q...