Showing 47 articles in Finance
Longform links: descriptive representation
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...
Wednesday links: everyday people doing everyday things
We Launched a New Investment Strategy
With one of the biggest asset managers on the planet
Why we launched the Porterhouse portfolio strategy
Plus: 12 Rules for Riding a Bubble
Personal finance links: your specific circumstances
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: This Won’t End Well
On today's show we discuss Ben's new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn't a bubble (yet), South Korean stocks, AI portfolios & ad
Animal Spirits: This Won't End Well
Tuesday links: attached at the hip
Research links: biased assumptions
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
My New Book: Risk & Reward
My new book, Risk & Reward, is out now! The post My New Book: Risk & Reward appeared first on A Wealth of Common Sense. ...
Monday links: a deep appreciation
Adviser links: a great advisory firm
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 Case For Shorting
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Talk Your Book: Investing in Securitization
On today's Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing h
Talk Your Book: Investing in Securitization
Sunday links: a rich and deep portfolio
The Melt-Up
"The market might be crazy, but that doesn't make you a psychologist." -Meir Statman The post The Melt-Up appeared first on A Wealth of Common Sense. ...
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: costing us industries
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
Why Are Hedge Fund Managers Always Bearish?
Why are hedge fund managers always bearish? The post Why Are Hedge Fund Managers Always Bearish? appeared first on A Wealth of Common Sense. ...
Friday links: performance-chasing behavior
The Compound and Friends: The Investor Utopia is Here with Eric Balchunas
Thursday links: choosing a passive provider
A Government Debt Crisis?
What's the line in the sand on U.S. government debt? The post A Government Debt Crisis? appeared first on A Wealth of Common Sense. ...
Longform links: disruption and scale
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...
Wednesday links: an unlevel playing field
Personal finance links: no perfect equilibrium
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at what...
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
On today's show we discuss Paul Tudor Jones on market valuations, how many people own stocks, how many people own stocks, mind-boggling numbers from the hyperscalers, a lost decade for bonds, why high
Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
Some Things I’ve Learned Lately
Hyperinflation, The Wizard of Oz, wealth inequality and energy gains. The post Some Things I’ve Learned Lately appeared first on A Wealth of Common Sense. ...
Tuesday links: ad-supported AI
Research links: trading infrastructure
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
The Hard Money Has Been Made
If I hear a talking head say, “the easy money has been made” one more time, I might lose it. If it were so easy: -Why didn’t you leverage the bet 4x? -Why didn’t you tell us about it three years ago?
Monday links: ignoring geopolitical turmoil
The S&P 500 Dividend Yield Just Hit An All-Time Low
The S&P 500 dividend yield just hit an all-time low of 1.08%, the lowest since the 1800s. The prior low was 1.1% in 2000. Did you know there are “dividend” mutual funds with negative yields (their exp
Adviser links: a fool’s errand
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Japan's Big Equity Bet
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Talk Your Book: Animal Spirits Live with F/m Investments
On today's Talk Your Book we have a live show we recorded in Washington D.C. with Alex Morris from F/m Investments that covers inflation, the Fed, AI, tax alpha and much more The post Talk Your Book:
Talk Your Book: Animal Spirits Live with F/m Investments
Showing 40 of 47 articles