Updating My Too Hard Pile
Are software stocks a buy here? The post Updating My Too Hard Pile appeared first on A Wealth of Common Sense. ...
Showing 47 articles in Finance
Thursday links: the drip of good news
Longform links: solidifying your world view
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...
Wednesday links: something to gain
Personal finance links: money movements
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why...
Animal Spirits: What Would You Do With $3 Million?
On today's show we discuss how the bull market is changing shape, software stocks getting slaughtered, it's finally a stock picker's market, Anthropic changed the AI narrative, ex-Mag 7 is finally wor
Animal Spirits: What Would You Do With $3 Million?
Markets Are Now a Beauty Contest on Steroids
The John Maynard Keynes beauty contest is alive and well in today's market. The post Markets Are Now a Beauty Contest on Steroids appeared first on A Wealth of Common Sense. ...
Tuesday links: jobs vs. gyms
Research links: Bitcoin myths
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
Monday links: a world of impermanence
Adviser links: a primary information channel
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Why Hedge Funds Got Better While Private Equity Just Got Bigger
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Talk Your Book: The Three A’s of the U.S. Economy
On today's Talk Your Book, we speak with the Motley Fool's Bill Mann about asset prices, artificial intelligence, affluent consumers and what it all means for the stock market. The post Talk Your Book
Talk Your Book: The Three A's of the U.S. Economy
Sunday links: a workable balance
The most important investing theme of 2026 is HALO
Repeat after me: Heavy Assets, Low Obsolescence
Iceberg Crashes
PayPal is one of the great technology stories of the past 30 years. The payments company was founded in the dot-com bubble. The PayPal Mafia of founders and employees who struck it rich when the compa
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: deliberate efforts
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
Some Things I’ve Been Wrong About
Some thoughts on bitcoin, gold, DoorDash, AI, the Lions, interest rates and more. The post Some Things I’ve Been Wrong About appeared first on A Wealth of Common Sense. ...
Friday links: breadth and depth
Podcast links: advice for living
Fridays are all about podcast links here at Abnormal Returns. You can also check out last week’s links including a look at...
The Compound and Friends: Momentum Stock Slaughterhouse
Thursday links: early admission
Investing a Lump Sum of Cash in This Market
A reader asks: My partner and I are both 30 y/o and operate a small business. We made the max SEP IRA contribution in December 2025 of $70k; then another max contribution for FY 2026 of $72k in Januar
Longform links: variations in performance
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...
What’s The Most Likely Stock Market Outcome?
Fun trivia Q: If you were to bucket US stock market returns for the past 100 years into 5% increments from -50% to +50%, which bucket would have the most years? (ie 0% to 5%, 5% to 10%, etc)Â A big up
Wednesday links: inherent value
Personal finance links: the option to change
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how...
Animal Spirits: Gold’s 1987 Moment
On today's show we discuss the never-ending news cycle, the gold/silver crash, how the Internet changed markets forever, the commodities supercycle, emerging markets are on fire, the new Fed chair, th
Animal Spirits: Gold's 1987 Moment
Tuesday links: disappearing companies
Why I’m Not Worried About a Weaker Dollar
The dollar continues falling, now down around 11% from January 2025 levels: This is a big move by currency standards, especially the global reserve currency. When you see a move this big in something
Research links: behavioral inefficiencies
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
5 Mistake Investors Make
5 mistakes investors consistently make, retail and pro alike… 1. Ignore fees and taxes.2. Own way too much in the local market. (ie U.S.)3. No exposure to real assets.4. No exposure to trend strats.5.
Monday links: a bad tradeoff
Adviser links: disappointing outcomes
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
The Golden Tree of Life
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Talk Your Book: Investing in a Concentrated Stock Market
On today's show we speak to Matthew Bartolini about stock market concentration, the S&P 493 vs. the Mag 7, dividends vs. share buybacks and more. The post Talk Your Book: Investing in a Concentrated S
Showing 40 of 47 articles