Monday links: marrying great products
StrategyMarkets bottom on bad news. (chartkidmatt.com)Periods of chaos highlight your risk mismatches. (contessacapitaladvisors.com)Don't take advice from billionaires. (humbledollar.com)Degen economyPrediction markets are writing more rules to avoid embarrassing situations. (yourbrainonmoney.substack.com)College kids are all in on sports gambling. (wsj.com)How to think about insider trading and prediction markets. (harveysawikin.substack.com)TechnologyWhy Nvidia ($NVDA) culture is unique, for now. (taekim.substack.com)What Apple ($AAPL) is trying to achieve with the Macbook Neo. (anildash.com)Cargo thieves are not targeting high tech goods like DRAM. (washingtonpost.com)TradingNasdaq ($NDAQ) is pushing deeper into tokenized equities. (wsj.com)The SEC has finally put their foot down on leveraged ETFs. (advisorperspectives.com)EconomyHow much will higher oil prices affect CPI? (ft.com)The K-shaped economy is real. (apolloacademy.com)Home prices have stopped going up. Home insurance
Strategy
- Markets bottom on bad news. (chartkidmatt.com)
- Periods of chaos highlight your risk mismatches. (contessacapitaladvisors.com)
- Don't take advice from billionaires. (humbledollar.com)
Degen economy
- Prediction markets are writing more rules to avoid embarrassing situations. (yourbrainonmoney.substack.com)
- College kids are all in on sports gambling. (wsj.com)
- How to think about insider trading and prediction markets. (harveysawikin.substack.com)
Technology
- Why Nvidia ($NVDA) culture is unique, for now. (taekim.substack.com)
- What Apple ($AAPL) is trying to achieve with the Macbook Neo. (anildash.com)
- Cargo thieves are not targeting high tech goods like DRAM. (washingtonpost.com)
Trading
- Nasdaq ($NDAQ) is pushing deeper into tokenized equities. (wsj.com)
- The SEC has finally put their foot down on leveraged ETFs. (advisorperspectives.com)
Economy
- How much will higher oil prices affect CPI? (ft.com)
- The K-shaped economy is real. (apolloacademy.com)
- Home prices have stopped going up. Home insurance has not. (calculatedrisk.substack.com)
Earlier on Abnormal Returns
- Adviser links: open conversations. (abnormalreturns.com)
- The 2026 UBS Global Investment Yearbook is here! (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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