Market Expert
Last seen: 3 months ago
10 Monday AM Reads
My back-to-work morning train WFH reads: • Trump’s Tariffs Could Be Overturned. Companies Are Rushing to Get Refunds. Dozens of im...
Transcript: Paul Zummo, CIO, JPMAAM
The transcript from this week’s, MiB: Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, is b...
Whatever Happened to NFTs?
Last week’s Sturgeon’s Corollary generated a bit of pushback. The most relevant questions were about ETFs as a group: “Surely,...
10 Thursday AM Reads
My busy-all-day-and-night morning reads: • Are retail traders the captains now? It’s often easy to laugh at retail traders as they...
Whose Inflation Is This?
Perhaps the most overlooked element in the “affordability hoax” is the president’s own role in it. Before we get into the deta...
10 Friday AM Reads
My end-of-week morning train WFH reads: • Howard Marks: Is It a Bubble? Ours is a remarkable moment in world history. A transforma...
At The Money: Year-End Tax Planning Time
At The Money: Year-End Tax Planning Moves with Bill Artzerounian, RWM (December 11, 2025) There is still time to make some s...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend re...
MiB: Stephen Cohen, BlackRock’s Chief Product Officer a...
This week, I speak with Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions. He is respons...
Saturday links: the new establishment
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
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...
Sunday links: hedging and speculation
MarketsWhen a company with Time or Warner in the name gets acquired, look out. (ft.com)Be wary of IPOs raising less than $15 milli...
Adviser links: financial well-being
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...
Monday links: the threat of YouTube
MarketsA look at the new MSCI All Country Public + Private Equity Index. (axios.com)A look at the historical returns of the Nasdaq...
Research links: heavy investments
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including...
Tuesday links: how you think
MarketsNo matter how you slice it, long term capital market returns have been good. (awealthofcommonsense.com)How to read a market...
Personal finance links: your emotional life
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: AI unknowns
FinanceLudovic Phalippou and William Magnuson, "In seeking access to public capital without accepting public-company obligations, ...