Showing 54 articles in Finance
On The Benefits of Reading
How reading changed my career. The post On The Benefits of Reading appeared first on A Wealth of Common Sense. ...
Research links: a catchy slogan
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
Monday links: collective human intelligence
Changing Your Mind
“One of the hardest things to do in the investment business is to significantly change your allocations after you’ve been right” – Jeff Gundlach Explains so much in our world….really good segment. Min
Adviser links: investing comes last
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Peer Momentum
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Talk Your Book: The Anti-AI Portfolio
On today's Talk Your Book we speak with John Neff, portfolio manager and CIO, from Akre Capital Management about the firm's concentrated stock portfolio, how to hold stocks for the long-run, beating t
Talk Your Book: The Anti-AI Portfolio
Sunday links: concentration of big winners
The Best Hedge
I shared this chart of inflation by decade this past week: I got a follow-up question in my inbox about this one from a reader: What’s the investment implication of your inflation chart? Should I own
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...
Not Disrupted….Yet
There’s about $700 billion in tax inefficient asset allocation mutual funds that charge > 0.5%. There’s about $20 billion in asset allocation ETFs that charge < 0.5%. (We have three of these.) I alway
Getting Stronger
Fees appear to have gotten even more predictive.
Saturday links: the case against complaining
Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
The Concentration Bears Have Steered You Wrong
This consistently misguided argument against staying invested is looking dumber than ever
How to Become a Moderate Millionaire
How to become a millionaire. The post How to Become a Moderate Millionaire appeared first on A Wealth of Common Sense. ...
Friday links: securing the bag
Podcast links: learning the wrong lessons
Fridays are all about podcast links here at Abnormal Returns. You can also check out last week’s links including a look at...
The Compound and Friends: It's Like Free Money
Inflation is Not Going Back
Is 3% inflation the new 2% inflation? The post Inflation is Not Going Back appeared first on A Wealth of Common Sense. ...
Thursday links: a lack of trust
Longform links: learning something new
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...
Are We Spending Too Little On AI?
Fun chart via UBS Â The post Are We Spending Too Little On AI? appeared first on Meb Faber Research - Stock Market and Investing Blog.
Wednesday links: AI unknowns
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...
Animal Spirits: Netflix vs. Paramount
On today's how we discuss huge losses in the Nasdaq 100, 2026 outlooks, OpenAI, 401k millionaires, consumer spending vs. a slowing labor market, money without meaning, price cuts on housing are accele
Animal Spirits: Netflix vs. Paramount
Netflix Killed Hollywood
Then Covid Buried It
Tuesday links: how you think
Investing for the Long-Term
U.S. stock market returns going back to 1800. The post Investing for the Long-Term appeared first on A Wealth of Common Sense. ...
Research links: heavy investments
Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
Monday links: the threat of YouTube
Was It Earnings Growth, or Multiple Growth?
Has the US outperformance since the GFC come from relative growth or valuation expansion?  “Both contributed, but there was more coming from the richening.” – Antti Ilmanen of AQR          Â
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 look at...
The Price of Borrow
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Talk Your Book: Investing in Real Estate Credit
On today's Talk Your Book we speak with Charlie Rose from Invesco about investing in private real estate, credit in real estate as an asset class, the different types of real estate investments and mo
Talk Your Book: Investing in Real Estate Credit
A message from Josh
We're making some improvements around here...
Sunday links: hedging and speculation
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