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abnormalreturns.bsky.social
Artisanal, hand-crafted links every day at https://abnormalreturns.com/.
167 posts 1,425 followers 146 following
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🆓 Sunday links: why you are on your own, Buffett on paying your taxes, and how to overcome information overload. https://buff.ly/41spGv1 chart: https://buff.ly/4kdjvm8

📊 Top clicks this week on Abnormal Returns including: avoiding unforced investing errors, the looming advisor shortage, and why it feels like Apple is stuck in a rut. https://buff.ly/41quZeD chart: https://buff.ly/3D3Fj2K

🆕 Saturday links: shrinking global sea ice, the booming business of med spas, and the ESPN-MLB breakup. https://buff.ly/4gSun5S image: https://buff.ly/3DfOGwe

Your must-read this weekend: how to live in a Black Hat World. (via @davenadig.bsky.social) davenadig.substack.com/p/trust-in-a...

🆓 Friday links: stable oil prices, Berkshire Hathaway's growing cash hoard, and the case for reading more fiction. https://buff.ly/4gTF48v chart: https://buff.ly/4hOX5G2

🎙️ Podcast links: the rise of modern autocracies, the boom in options trading, and how confidence works. https://buff.ly/4hEPxFT image: https://buff.ly/3TILNIN

🆓 Thursday links: the changing world order, the sprawling ETF industry, and why Apple is stuck in a rut. https://buff.ly/3QqCewC image: https://buff.ly/2OtvIbK

✍️ Longform links: the rise of authoritarianism, Walmart vs. Amazon, and rising cancer rates among young adults. abnormalreturns.com/2025/02/20/l... chart: tinyurl.com/y445ytfc

🆓 Wednesday links: acknowledging uncertainty, the future of wearables, and the costs of combating avian flu. https://buff.ly/4k3AXcG image: https://buff.ly/3X9A6gB

💰 Personal finance links: why most investors fail, spending money to relieve misery, and why no one is above getting scammed. https://buff.ly/3CLMw7F image: https://buff.ly/4i11rJW

🆓 Tuesday links: avoiding unforced investing errors, the state of consumer AI, and a new ETF AUM king. https://buff.ly/4gMBEnT image: https://buff.ly/3EIRSAZ

🔬 Research links: AI tools for finance types, why bubbles can re-occur, and the gender gap in corrupt behavior. https://buff.ly/417m5RM chart: https://buff.ly/41gGvcl

🆕 Adviser links: firm margin compression, the looming adviser shortage, and two reasons why advisers struggle to attract new clients. https://buff.ly/4b0O1eN chart: https://buff.ly/3EIhBJS

🆓 Sunday links: the big bond market drawdown, the booming business of ETFs, and why better implies different. https://buff.ly/3EHh76M image: https://buff.ly/4hDiSRb

📊 Top clicks this week on Abnormal Returns including: the best inflation hedge, the trans-Atlantic gold trade, and the big multi-decade trades driving the stock market. https://buff.ly/4hByCUP image: https://buff.ly/3PnCOdD

🆕 Saturday links: low-carbon concrete, smartwatches as a security risk, and why you should eat your yogurt. https://buff.ly/3Qos9Ag image: https://buff.ly/3Qm4ZuG

🆓 Friday links: decade-high TIPS yields, a rising number of zombie unicorns, and declining American religiosity. https://buff.ly/4jXRT4g chart: https://buff.ly/3CQfgfn

🎙️ Podcast links: managing your emotions, America's accountability crisis, and the enduring appeal of gold. https://buff.ly/4hYnVLO image: https://buff.ly/41eBlgV

🆓 Thursday links: responding to market crashes, the potential costs of tariffs, and shipping gold across the Atlantic. https://buff.ly/4aXS77s image: https://buff.ly/4b14JKV

✍️ Longform links: the business of financial data, the elusive hunt for a viable blood substitute, and when your children never leave home. https://buff.ly/42TCgF1 image: https://buff.ly/3COYqgS

🆓 Wednesday links: Bitcoin gone mainstream, Vanguard's economic moat, and the decline of the romantic comedy. https://buff.ly/4jS7Xo7 chart: https://buff.ly/3EzCmHH

💰 Personal finance links: the benefits of being mortgage-free, the time to accelerate taxes, and the case against HSAs. https://buff.ly/4gDC67T image: https://buff.ly/35PDCEZ

🆓 Tuesday links: line-item thinking, growth in leveraged long ETFs, and where unemployment is rising (and falling). https://buff.ly/4b2S6iE chart: https://buff.ly/41aCwOn

🔬 Research links: just saying no to takeover offers, the costs of portfolio rebalancing, and over-optimistic sports bettors. https://buff.ly/4hVJX1L chart: https://buff.ly/3EzYZMb

🆓 Monday links: the scale of AI spending, surviving in asset management today, and the challenge of measuring streaming audiences. https://buff.ly/4aTb9M1 chart: https://buff.ly/3EJUzCc

🆕 Adviser links: the evolution of the model portfolio business, the case against HSAs, and how to ask better questions. https://buff.ly/3WTnKZS chart: https://buff.ly/3QaBD28

🆓 Sunday links: the endowments allocating to Bitcoin, an economic divergence, and the demise of the surprise Super Bowl ad. https://buff.ly/3WSh66q chart: https://buff.ly/3WUGpVb

📊 Top clicks this week on Abnormal Returns including: lessons from the Tulip Bubble, the safe haven debate, and the ability not to panic. https://buff.ly/42N7uxd chart: https://buff.ly/40U4xIT

🆓 Saturday links: the air traffic controller shortage, a historically hot January, and the case for learning something new. https://buff.ly/4gwDv02 image: https://buff.ly/40RbjyR

🆓 Friday links: a new corporate risk factor, doubling down on AI spending, and the challenge of 'outrage fatigue.' https://buff.ly/3Q6T6bI chart: https://buff.ly/4jMLN6K

🎙️ Podcast links: using ETFs to defer taxes, the loneliness crisis, and the health impact of GLP-1 agonists. https://buff.ly/42G9uHL chart: https://buff.ly/3QasXJg

🆓 Thursday links: ill-regulated financial markets, the secular decline in American orange juice, and how to tour a museum. https://buff.ly/3CJgfOn image: https://buff.ly/3WQ9Png

✍️ Longform links: the growing interconnection queue, Chick-fil-A's obsession with efficiency, and the changing risk from hurricanes. https://buff.ly/4jOkMQ9 image: https://buff.ly/4jPVdyu

🆓 Wednesday links: misleading structured product pitches, throwing away our 'soft power,' and the death of the book blurb. https://buff.ly/4327Hx1 chart: https://buff.ly/40OA1jq

💰 Personal finance links: our aging housing stock, five regrets of retirees, and the perfect level of wealth. https://buff.ly/3Q5fane image: https://buff.ly/4aFi9Mm

🆓 Tuesday links: the impact of AGI, the difference between quitting and stopping, and the impact of rising egg prices. https://buff.ly/414Q7ag image: https://buff.ly/40MGvQ0

🔬 Research links: seven market lessons, the impact of IPO road shows, and trying to wrap your head around the existence of Fartcoin. https://buff.ly/4aNtPN7 chart: https://buff.ly/4goLJqN

🆓 Monday links: the Bogle Effect at work, why the U.S. needs Canadian oil, and how the LA Lakers keep landing superstars. https://buff.ly/4hKyd1X chart: https://buff.ly/4hygSsW

🆕 Adviser links: meeting clients where they are, managing single-stock concentration, and the changing nature of philanthropy in the U.S. https://buff.ly/4gsEher image: https://buff.ly/42Foeqd

🆓 Sunday links: narrow market performance, the impact of Trump's tariffs, and the disappointment that is legal marijuana. https://buff.ly/42Fewo2 image: https://buff.ly/3Q7iOg5

📊 Top clicks this week on Abnormal Returns, including: the challenge of market timing, how all-day stock trading would work, and the benefits of embracing failure. https://buff.ly/4aGTmaQ chart: https://buff.ly/4gnzwTd

🆕 Saturday links: performative online vulnerability, new injury treatment recommendations, and the death of the B-side. https://buff.ly/40EeytG chart: https://buff.ly/4gmH0G3

🆓 Friday links: new all-time highs for gold, the benefits of embracing failure, and how middle age became a thing. https://buff.ly/4gCUH45 chart: https://buff.ly/4goMCQ2

🎙️ Podcast links: our AI future, the degenerate economy, and our fleeting attention. https://buff.ly/3Cz0U2S image: https://buff.ly/3tW3dbn

🆓 Thursday links: reasons to sell, faltering venture capital performance, and the AI backlash. https://buff.ly/3PU2q2J image: https://buff.ly/4jCFeDC

✍️ Longform links: the approach of AGI, a skill that never goes out of style, and the science of laughter. https://buff.ly/4gjml5Y image: https://buff.ly/4hyRGCy

🆓 Wednesday links: an increasingly valuable skill, what makes for a good index fund, and how a TikTok deal could go down. https://buff.ly/3PWpoWT image: https://buff.ly/3PUZLpn

💰 Personal finance links: the value add of a financial advisor, rising home insurance costs, and why diversification is good for your mental health. https://buff.ly/3CwaN1h image: https://buff.ly/42xH0je

🆓 Tuesday links: inevitable market surprises, 15 years of the iPad, and the sports betting boom. https://buff.ly/4hukbkK image: https://on.ft.com/4aBGUcv

🔬 Research links: gambling-like behavior, index rebalancing costs, and the performance of covered call funds. https://buff.ly/4hszuep image: https://buff.ly/3PSgWb6