Quote of the Day
"For some people, owning gold is a part of their identity, almost an article of religious belief. No matter what the evidence says or how it changes, their faith never wavers."
(Jason Zweig)
Strategy
- Investment success requires not blowing up in the meantime. (tonyisola.com)
- You can't deal with volatility without a solid plan. (awealthofcommonsense.com)
- We fear what we don't understand. (trendlabs.com)
Finance
- Does anybody really need a 3x ETF? (allstarcharts.com)
- Corgi has launched a slew of ETFs but AUM has flatlined. (morningstar.com)
AI
- How the AI build out is boosting the economy (and stock market). (econvitals.org)
- Everybody needs the Anthropic ($ANT) IPO to happen. (ft.com)
- Nvidia ($NVDA) is central to the AI ecosystem. (newyorker.com)
- A big bet by Masayoshi Son went wrong. (wsj.com)
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)
Economy
- American consumers just keep spending. (apollo.com)
- Headline inflation has topped core inflation for 2026. (newsletter.platypuseconomics.com)
- Why the Sun Belt could now open to a new wave of migration. (conorsen.substack.com)
Earlier on Abnormal Returns
- Personal finance links: shrinking spending opportunities. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: developing investment talent. (abnormalreturns.com)
