Market Expert
Last seen: 1 month ago
Shoppers seeking a tariff refund from retailers are lik...
A new lawsuit alleges that Costco owes shoppers refunds for tariffs, but experts say that’s a tough call.
Personal finance links: addressing both things
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how...
Wednesday links: highly skewed information
Private assetsJP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com)The Cliffwater Corporate Lending fun...
Longform links: a built environment
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can chec...
Thursday links: short-run market fun
CompaniesApple ($AAPL) now makes about 25% of iPhones in India. (asymco.com)The LiveNation ($LYV) deal will do nothing to bring do...
At The Money: Pursuing Alpha through Exchange-Traded Fu...
At The Money: Finding Alpha via Unique ETF Strategies (March 12, 2026) If you want market performance (beta), you buy broad...
Obamacare enrollment is plunging as costs soar, pushing...
Americans are opting out of the Affordable Care Act, and health insurance companies are taking a financial hit.
More pain in private credit with JPMorgan reportedly ti...
The troubled private-credit industry was under further pressure after a report that JPMorgan Chase was tightening its lending crit...
German defense giant stock that’s surged has run out of...
Rheinmetall came up short of analysts expectaions for growth, net income and operating margins. Third Bridge warns its ambitious ...
Why European Central Bank officials are weighing hiking...
Traders increased bets on a possible interest rate rise in the eurozone this year after officials on Wednesday said the bloc’s cen...
‘My parents begged me never to put him in a home’: I ha...
”I have $560,000 in my IRA, $125,000 in stocks and $50,000 in savings.”
‘Cruising used to feel special.’ Cruise lines were stru...
Cruise stocks were among the S&P 500’s biggest decliners since the Middle East conflict, and it’s not just about rising fuel price...
Oil futures rise as traders await decision on reserves
Oil futures rose on Wednesday as traders awaited what could be a historic release of emergency government reserves to counter the ...
Medicare Advantage is facing a reality check — and seni...
Once lucrative for insurers and a safe haven for patients, Medicare Advantage is getting squeezed.
‘I didn’t ask a man to rear-end my car’: Social Securit...
“I didn’t ask a man to rear-end my car at a red light.”
As Iran conflict and oil roil investors, here’s the nex...
Where the S&P 500 goes next is clearly hinging on oil prices and the Strait of Hormuz. Here’s a fresh line in the sand.
Research links: excluded variables
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including...
Tuesday links: a very simple model
AlternativesThe private credit industry has failed to educate their investors. (bloomberg.com)Why LPs are wary of GP stake investo...