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10 Wednesday AM Reads
My mid-week morning train WFH reads: • The brunt of US tariffs — 96% — has been paid by US buyers: A Kiel Institute study found US...
Sunday links: gains in moderation
MarketsJust because the media reports on something, doesn't mean its important. (tker.co)Everything went right for international s...
Adviser links: winning in wealthtech
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...
Research links: an unknowable future
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including...
Tuesday links: a CEO’s job
MarketsSmall caps are leading YTD. (stockmarketmedia.com)Japanese government yields continue to soar. (ft.com)StrategyWhy market t...
“Intensity Is Overrated, Consistency is Underrated”
Fascinating discussion by Shane Parrish on Peter D. Kaufman: “Peter has been the chairman and CEO of GlenAir since 1977. And h...
10 MLK Day Reads
My (somewhat relevant?) Martin Luther King Day reads: • New High of 45% in U.S. Identify as Political Independents: More independe...
Why Smart Investors Still Lose Money
I really enjoyed sitting down with Paula Pant to discuss HNTI: “Why do smart, well intentioned investors still make costly mis...
Transcript: Richard Thaler and Alex Imas on The Winner’...
The transcript from this week’s MiB: Richard Thaler and Alex Imas on The Winner’s Curse, is below. You can stream and download...
Inflation relief is on the way — if these 3 market forc...
Productivity gains, tame oil prices and lower taxes could ease the pressure on consumers.
‘Your whole life is on the phone.’ Should companies lik...
In the meantime, here’s how to claim the $20 credit Verizon is offering in response to this week’s service disruption.
Young men are worried about having enough money — but c...
Homeownership, marriage and parenthood are highly valued goals for Gen Z — and a tall order in today’s economy.
Trump plans 10% tariffs on European countries over Gree...
Trump levels latest threat at Europe as Supreme Court decision on his tariffs loom
14 million Americans are getting access to these game-c...
ABLE accounts have expanded eligibility to those up to age 46.
These 20 cheap S&P 500 stocks can cushion the blow in a...
Conservative investors favor stocks trading at low P/E ratios — and the long-term record proves them right.
My wealthy friend invited me to stay, but he doesn’t ne...
“He has a beautiful home, and enough antiques and collectibles stored up over a lifetime.”
I started working as a dishwasher at age 13. Social Sec...
“I am 69, and started collecting Social Security when I was 66½.”
Saturday links: the active squeeze
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...