Tuesday links: the electric revolution
August 2026How major asset classes performed in August 2026. (capitalspectator.com)The S&P 500 rose 2.72% in August 2026. (on.spdji.com)RatesThe 30-year Treasury is at it highest sustained level since 2006. (fa-mag.com)A Q&A with Robin Wigglesworth, author of "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World." (axios.com)Retail tradingHow South Korea effectively tamped down on (leveragerd) speculation. (sg.finance.yahoo.com)How retail investors have changed how the stock market works. (harveysawikin.substack.com)GamblingWhy college kids are uniquely at-risk from problem gambling. (espn.com)How Pokemon cards became a way to gamble. (slate.com)FinancePolymarket raised another $1 billion, led by 1789 Capital. (nytimes.com)Some 21 banks, including BofA, Wells and Goldman, are launching a stablecoin. (wsj.com)Revolut is now larger than every UK bank but HSBC. (ft.com)AIHow AI is putting pressure on big consulting firms. (ft.com)How hyperscalers are accelerating data c
August 2026
- How major asset classes performed in August 2026. (capitalspectator.com)
- The S&P 500 rose 2.72% in August 2026. (on.spdji.com)
Rates
- The 30-year Treasury is at it highest sustained level since 2006. (fa-mag.com)
- A Q&A with Robin Wigglesworth, author of "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World." (axios.com)
Retail trading
- How South Korea effectively tamped down on (leveragerd) speculation. (sg.finance.yahoo.com)
- How retail investors have changed how the stock market works. (harveysawikin.substack.com)
Gambling
- Why college kids are uniquely at-risk from problem gambling. (espn.com)
- How Pokemon cards became a way to gamble. (slate.com)
Finance
- Polymarket raised another $1 billion, led by 1789 Capital. (nytimes.com)
- Some 21 banks, including BofA, Wells and Goldman, are launching a stablecoin. (wsj.com)
- Revolut is now larger than every UK bank but HSBC. (ft.com)
AI
- How AI is putting pressure on big consulting firms. (ft.com)
- How hyperscalers are accelerating data center construction. (wsj.com)
- Derek Thompson talks with Max Spero, founder of Panagram, about the spread of AI writing. (derekthompson.org)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Housing
- Conor Sen, "For their age, Gen Z is doing better on homeownership than the conventional wisdom." (conorsen.substack.com)
- Ten facts about the housing market, including 'Nobody is moving.' (apollo.com)
- Why Seattle's housing market is struggling. (bloomberg.com)
Economy
- Construction, outside of AI, is at recessionary levels. (bonddad.blogspot.com)
- How much higher gasoline and diesel prices are costing American consumers. (axios.com)
- Why didn't the U.S. go into recession in 2022-23? (ft.com)
Earlier on Abnormal Returns
- Research links: stock-specific volatility. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the custody shift. (abnormalreturns.com)
Mixed media
Share
What's Your Reaction?
Like
0
Dislike
0
Love
0
Funny
0
Angry
0
Sad
0
Wow
0
