Worth a follow: @abnormalreturns. Tadas reads the entire finance internet every morning so my feed stays useful instead of 400 hot takes. More like this
🆓 Wednesday links: the need for a data center reset, the case for a rate hike, and the case for peak EPL. https://t.co/xwyLffXex1
chart: https://t.co/rY22Zz3Stn
💰 Personal finance links: benchmarking your net worth, how umbrella insurance works, and asking how much is 'enough.' https://t.co/08cXvkyiGu
image: https://t.co/xICdjHU6TV
🆓 Tuesday links: the threat to P&C insurers, the drag on housing, and children as a luxury good. https://t.co/jHY3N3lGhp
chart: https://t.co/FpDggzENtY
🔬 Research links: replicating finance research, revisiting the term spread, and how bubbles affect lifetime earnings. https://t.co/ZVsUrVm1E8
chart: https://t.co/yk2E2pZxX1
🆓 Monday links: favorable stock market seasonality, consumer spending and the wealth effect, and how to avoid the race to the bottom. https://t.co/gNXtkSB66E
image: @DualityResearch
🆓 Sunday links: diversifying away from AI, concentrated campaign contributions, and how to save Social Security. https://t.co/nwFc6Uh3bI
image: https://t.co/iOPIvzPnNn
📊 Top clicks this week on Abnormal Returns including: cleaning up your portfolio, rising profit margins, and the bots swarming FRED. https://t.co/swKIXcEpQg
chart: https://t.co/Vxj4PuGwIr
🆓 Saturday links: signs of hope for EV sales, when civilian airports become targets, and the science behind the sauna. https://t.co/Uy1bs2Fn61
chart: https://t.co/Js63vaLXFR
🆓 Thursday links: shrinking dividend yields, private equity fundraising, and the business of podcasting. https://t.co/ul6rFzePIx
chart: https://t.co/SOICUCwATR
✍️ Longform links: the case for quitting, what farmed fish eat, and why Americans are coupling less. https://t.co/r5sTbcUQ1X
image: https://t.co/CFDEv6ykDN
🆓 Wednesday links: record high corporate profit margsin, taking risk off the table, and the economy-wide bet on AI. https://t.co/aOmdXR9uK6
image: https://t.co/upd0y8zJtc
💰 Personal finance links: the costs of long term care, why we want what we want, and why inherited money hits differently. https://t.co/6OaoUfHBBu
chart: https://t.co/3MmDSansEY
🔬 Research links: the payoff to credit risk, the problem with tail risk strategies, and the evolution of dual momentum models. https://t.co/UkSKyAn8nv
image: https://t.co/DwQPPvJ8oq
🆓 Monday links: investor fighting the last war, why data centers cost so much, and why X persists. https://t.co/xoLvAtDkhQ
chart: https://t.co/fMp9KCaOMR
🆓 Sunday links: rising profit margins, AI lab economic moats, and how Fridays turned into just another day of the week. https://t.co/w5UpG5ZdK9
image: https://t.co/oJE75w3cuf
📊 Top clicks this week on Abnormal Returns including: competitive TIPS yields, the scale of the AI boom, and worrying about margin debt. https://t.co/BMSh41fnyF
image: https://t.co/y0WKHvkMnK