Market Expert
Last seen: 5 months ago
Friday links: disposable software
MarketsHow markets have performed under different Fed chairs. (chartkidmatt.com)Mid-cap industrial stocks are at all-time highs. (...
10 Friday Juneteenth Reads
3-Day weekend! Kick it off with our morning reads: • Prediction Markets Let You Bet on Anything. I Bet Against My Own Husband: GQ...
MiB: Seth Klarman, The Baupost Group
This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with...
Weekend Reading For Financial Planners (June 20–21)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the S...
Micron, other memory stocks are having their best year ...
Some of the AI boom’s biggest earners have become its biggest bargains.
These stocks are in trouble after Fed Chair Kevin Warsh...
The new chief is ditching the central bank’s playbook — leaving your portfolio flying blind.
SpaceX options volume explodes as trading kicks off. He...
This pro-level move minimizes out-of-pocket costs and helps manage risk.
Micron’s stock is on the rise. Even Apple isn’t safe fr...
Demand for memory chips will continue to outpace supply in the near term despite efforts to add manufacturing capacity, an analyst...
Two big reasons Accenture’s stock is sliding in the wak...
The consulting company’s outlook came up short of expectations, and at least one analyst wonders if newly announced deals will bri...
Intel’s stock jumps 11% — even as analysts say new Appl...
Intel “is steadily expanding its domestic capacity and converting political and strategic tailwinds into concrete foundry wins,” a...
SpaceX is vastly more expensive than any stock in the S...
Billions of dollars have flowed into SpaceX ETFs as retail investors look past conventional valuations.
Trump’s Iran agreement is a massive buy signal for stoc...
Hyperventilating experts were wrong about the Iran war. The end of the conflict is a massive buy signal for stocks.
I’m 55 and retiring in 6 years. Should I be switching t...
People are still holding back on participating in Roth plans at work, Vanguard says.
This AI company wants to replace MRIs with a 60-second ...
Midjourney is making a foray into healthcare with its latest body-scanner product, aiming to make medical imaging more accessible.
Personal finance links: the point of money
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the...
Wednesday links: a road to failure
StrategyMost stocks aren't worth owning. (morningstar.com)How allocators should think about AI. (capitalallocators.com)Fund manag...
Longform links: unsafe and insecure
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can chec...
Thursday links: too busy living
DegensIs degen behavior becoming embedded and normalized? (fa-mag.com)Strategy ($MSTR) has a Stretch ($STRC) problem. (ft.com)Str...