Private Equity, Big Tech Layoffs, AI Data Center Backlash Highlighted
🆓 Monday links: private equity beliefs and behaviors, Big Tech layoffs, and the growing AI data center backlash. https://t.co/iSs0GtqYNR image: https://t.co/aDDJ3Lbd8y https://t.co/VLKSi4UHZ9
Bad Content Crowds Out Quality, Data Center Resistance
🆓 Sunday links: the urge to create, data center pushback, and how bad content drives out the good. https://t.co/rAi0H93ZdH image: https://t.co/6dOJymULr4 https://t.co/UcEXtubt7P
Autonomous Buses, Summer Travel Chaos, and Golf Umbrellas
🆓 Saturday links: autonomous buses, Summer travel chaos, and the case for golf umbrellas. https://t.co/frRL9vbTBR image: https://t.co/5rGSA3QumS https://t.co/gDskylIW6H
Stocks, Sentiment, GLP‑1 Coverage, and Chicken’s Protein Surge
🆓 Friday links: stocks vs. consumer sentiment, changing GLP-1 insurance coverage, and why chicken is winning the protein wars. https://t.co/GDZOuIDdXc image: https://t.co/FMxRMKtvwl https://t.co/gkbVYNPUru
U.S. Gloom Rises
🆓 Thursday links: rising American sadness, aging CEOs, and bad vibes around the World Cup. https://t.co/Z1edqT3L0H chart: https://t.co/OGPyVPgvqR https://t.co/XyByAktOKY
AI ETFs, HFT Growth, and Access Journalism Rise
🆓 Wednesday links: AI-themed ETFs, the growth at HFT firms, and the attraction of access journalism. https://t.co/8suRUfSksG image: https://t.co/j51uj6cpCU https://t.co/qenbR9wbdW
Apple Leadership Shift, QQQ Rivalry, Anonymity Ends
🆓 Tuesday links: $QQQ competition, a change at the top of Apple, and the end of online anonymity. https://t.co/t12pIVjfDx chart: https://t.co/8DcLGR5QBr https://t.co/zEpZohRqAc
Performance Chasing Undermines Moats, Prediction Markets Reveal
🔬 Research links: performance chasing behaviors, maintaining company moats, and analyzing prediction market data. https://t.co/5XjzGtBeBj image: https://t.co/kEt7UkA3wr https://t.co/vubYDKJDSc
Essential Resources: Solo 401(k), Referrals, CFP Study Guide
🆕 Adviser links: solo 401(k) plans, asking for referrals, and how to study for your CFP. https://t.co/WtwhOCvP7h chart: https://t.co/WtwhOCvP7h https://t.co/INsvGsnpNj
Why Things Persist, Eating Invasives, Data Center Backlash
🆓 Saturday links: why things persist, eating invasive species, and the turn against data centers. https://t.co/li7bWxArct chart: https://t.co/14S1qwoqGr https://t.co/9bKc4yvD6W
HALO Stocks Soar as Wendy's Stumbles; Feedback Matters
🆓 Thursday links: the rise of HALO stocks, how Wendy's lost its way, and learning to take feedback better. https://t.co/OVahypDrFk chart: https://t.co/Lir2cOrj62 https://t.co/ADnmTjvNL0
America's Downtowns Dying as Gambling and Disaster Betting Surge
✍️ Longform links: the rise of sports gambling, betting on catastrophes, and the death of American downtowns. https://t.co/HLca0vRQk0 image: https://t.co/Ua0vpTHTtk https://t.co/g7AAxnTZyt
Elon Bets, GLP‑1 Relevance, and Consumer Sentiment Slump
🆓 Wednesday links: betting on Elon, why GLP-1 pills matter, and what's driving poor consumer sentiment. https://t.co/wCKQe3osVm image: https://t.co/QkWrhkJpqj https://t.co/aCwEbtyhzI
Battery Prices Keep Dropping, Reshaping Portfolio Strategies
🆓 Tuesday links: finding great ideas, overdiversifying your portfolio, and declining battery prices. https://t.co/QGbSHqpwzA chart: https://t.co/X0xCKyP5KB https://t.co/vgLndjI4h8
Momentum's Many Faces, Private Credit Benchmarks, Sovereign Blowup History
🔬 Research links: the many faces of momentum, benchmarking private credit and a history of sovereign blowups. https://t.co/4qQ2hYNCiI chart: https://t.co/Pm4rrurbzu https://t.co/IQhwf35scS
Key Adviser Updates: Inherited Wealth, AI Tax Prep, Client Exit
🆕 Adviser links: how inherited wealth is different, AI-powered tax prep, and how to let a client go. https://t.co/PTHt9rTNSA chart: https://t.co/kORz3dWOoQ https://t.co/sd5SnHVmZL
Early Spring Signs, Science Under Attack, Artemis II Returns
🆓 Saturday links: signs of an earlier Spring, the war against science, and the return of Artemis II. https://t.co/dpB9hb03AZ image: https://t.co/wajFh2C19j https://t.co/1zgF3BBb2o
AI Surge, Mega IPOs Highlight U.S. Economic Resilience
🆓 Wednesday links: mega IPO index inclusion, ramping up AI's impact, and the resilience of the American economy. https://t.co/2rISt9cBqB chart: https://t.co/A1bsjGCgt0 https://t.co/VvptTczGDp
Sincerity Beats Noise: Contrarian Edge in Markets
🆓 Tuesday links: buggy human software, leveraged ETFs, and sincerity as a contrarian strategy. https://t.co/FrB1aP838u image: https://t.co/9tcsLYH7ri https://t.co/BX6ZRRDUiS
Carry Factor, VIX, and Policy Shape Family Wealth Persistence
🔬 Research links: a look at the carry factor, the VIX & economic policy, and the persistence of family wealth. https://t.co/rUj23cmfPx chart: https://t.co/gjM1ZEQ12Y https://t.co/7wwgt0KsMd
ETF Liquidations Accelerate, Winners Face Curse, Aluminum Squeezed
🆓 Sunday links: how the winner's curse works, the quickening pace of ETF liquidations, and tough times for aluminum consumers. https://t.co/WzJWiWfiDv image: https://t.co/25ICizy0cu https://t.co/squG5KO1ww
Falling Forward P/E, Energy Rally, Decision‑Bias Tips
📊 Top clicks this week on Abnormal Returns including: falling forward P/E ratios, the rally in energy stocks, and how to de-bias your decision making. https://t.co/49VfVWoRE9 chart: https://t.co/zX6UI4DmUC https://t.co/poNb6SvW33
Private Credit Defense, IPO Rush, Misfortune as Content
🆓 Wednesday links: defending private credit, the rush to IPO, and turning misfortune into content. https://t.co/FjF6EvQcdR image: https://t.co/JLHc6phWc7 https://t.co/NpoUqeZdSW
Navigate Care Costs, Dream Test Drives, and Raise Requests
💰 Personal finance links: the high costs of long-term care, test-driving your dreams, and how to ask for a raise at work. https://t.co/jYsUMSYOxm image: https://t.co/Xbr9dODbqQ https://t.co/RNxFJ8sMIV
Waymo Advances, Oil Shock, and Smarter Info Consumption
🆓 Tuesday links: Waymo's progress, the oil price shock, and improving your information diet. https://t.co/Ud4vYuwoaj image: https://t.co/eWONwOBh2l https://t.co/OLb1hsKfBC
Prediction Market Insider Trading Surges Ahead of SpaceX IPO
🆓 Monday links: prediction market insider trading, the SpaceX IPO, and the Las Vegas economy. https://t.co/YOHx684pmO chart: https://t.co/oI8dMmmDov https://t.co/SXFchEDUrC
AI Risks, Gifting Strategies, Estate Planning for Advisers
🆕 Adviser links: gifting business interests, common estate planning questions, and how AI can interfere with a client-adviser relationship. https://t.co/2RIWP8oFsu chart: https://t.co/v0NmNP4knY https://t.co/rcAIkfpp3A
Key Friday Reads: Cloud Capex, AI PR, Diesel Surge
🆓 Friday links: hyperscaler capex, AI's PR problem, and the impact of rising diesel prices. https://t.co/vyzAil00hZ image: https://t.co/roRgnqXJTw https://t.co/3uyUX25bxd
Explore Drones, Gambling Impacts, and Vacation Mastery
✍️ Longform links: the drone revolution, the societal costs of gambling, and the art of taking a vacation. https://t.co/r0LEg57JQ5 image: https://t.co/0ikhaAAXsZ https://t.co/DRmlJupZwP
Gold Shines, Siri Stands Alone, Iran War Hurts Economies
🆓 Wednesday links: gold's safe-haven status, standalone Siri, and the economic pain of the Iran war. https://t.co/2egB9QZjgV image: https://t.co/98xXyDFF3F https://t.co/3zk2NqUkqL
Wealth Erodes: Lifestyle Creep, Trump Accounts, Family Challenges
💰 Personal finance links: how lifestyle creep happens, how Trump Accounts work, and why wealthy families have a hard time holding onto it. https://t.co/C2xOiQZFv7 image: https://t.co/AbgmorVejO https://t.co/kgSOFPmFxo
AI Accountability, Manager Incentives Undermine Traditional Style Indices
🔬 Research links: AI accountability, fund manager incentives, and the downside of traditional style indices. https://t.co/dbBOGPUYxJ image: https://t.co/bKyq3XAKIQ https://t.co/FNwileIXVO
Key Adviser Strategies: Goal Setting, Tax Planning, Satisfaction
🆕 Adviser links: helping clients set goals, the impact of tax planning in retirement, and four components of senior adviser satisfaction. https://t.co/fA8eqSMu5q image: https://t.co/uYN309n8aN https://t.co/xDdI8PtgNe
Global Stocks Rebound, 2026 IPO Surge Looms, IRS Crumbling
🆓 Sunday links: the international stock turnaround, the 2026 IPO market, and the hollowed-out IRS. https://t.co/K7y1GDtIFd chart: https://t.co/1ZhwExGXjm https://t.co/HDuoFmgAEw
Solar Power, River Crisis, and Glacier Tourism Risks
🆓 Saturday links: the solar solution, the Colorado River in crisis, and the dangers of glacier tourism. https://t.co/N7yozpifVJ image: https://t.co/iqAiTiIYAo https://t.co/gPsB68l65J
Assessing Managers, AI Moats, and the New MacBook Neo
🆓 Thursday links: assessing manager performance, how AI impacts company moats, and the case for a new MacBook Neo. https://t.co/duwiEpYK9L chart: https://t.co/gq6jLYoEZI https://t.co/VnZShWu1PC
AI Warfare, Sports Betting Surge, and Banksy's Unmasking
✍️ Longform links: AI warfare, the spread of sports gambling, and how Banksy was unmasked. https://t.co/J2sqivFGWY image: https://t.co/RQUtg2vOWC https://t.co/BUuX63wK07
Smart Borrowing, Family Tax Planning, Avoid House Debt
💰 Personal finance links: why rich people borrow money, tax planning as a family affair, and why you shouldn't go broke buying a house. https://t.co/6LdWwApcUY image: https://t.co/viXpGW7Ln3 https://t.co/C7cYELGUSE
Value Factor Abroad, Trading Duopoly, Collectibles' Emotional Returns
🔬 Research links: searching for the value factor overseas, the two companies that dominate U.S. equity trading, and the emotional yield of collectibles. https://t.co/muREi9nT4L image: https://t.co/jrEVSdxqnB https://t.co/4GrVapXohD
Advisers Hunt Tax Alpha Amid AI Threats and Goal‑Setting Hurdles
🆕 Adviser links: searching for tax alpha, the AI threat, and the challenge of goal setting. https://t.co/9J3UbREYin chart: https://t.co/DlD779WvsT https://t.co/kv9j0u0L9q
Spotting Private Credit Risks, Bubble Types, AI Content Farms
🆓 Thursday links: private credit exposure, good vs. bad bubbles, and detecting AI content farms. https://t.co/xz88DTLRXp chart: https://t.co/LjVlif34WF https://t.co/HdHakdmYPW
Donate Shares, Secure Home, Redefine Wealth
💰 Personal finance links: donating shares not cash, understanding your home insurance, and why wealth is more than just money. https://t.co/bdDm8cuhWn image: https://t.co/Erm8sUw9Vp https://t.co/BfNyG6Ndyd
AI-Driven Quant Models and Two Defensive Strategies
🔬 Research links: building quant models, the proper use of AI, and a look at two defensive strategies. https://t.co/Dgs1We8thJ chart: https://t.co/zEEeAwtzS4 https://t.co/8FlBmkGAR6
Bad News Signals Market Bottom Amid K‑Shape Divide
🆓 Monday links: bottoming on bad news, the K-shaped economy, and the rise of GDP jamming. https://t.co/W6jd47jqkH chart: https://t.co/sRyFpUbgLf https://t.co/oOvSgydCoj
Tax Alpha, Family Offices, and AI-Driven Client Reviews
🆕 Adviser links: the hunt for tax alpha, the rise of the family office, and using AI to review your client meetings. https://t.co/XSvv0VbRQN image: https://t.co/MGALlsH37N https://t.co/Jc78m3xZ0E
Exploring SpaceX IPO, Covid Legacy, iPod's Music Revolution
✍️ Longform links: a look at a potential SpaceX IPO, the long-term health impacts of Covid, and how the iPod changed our relationship with music. https://t.co/6bSrheJuzD image: https://t.co/vMSvzVUcJK https://t.co/8bTwTklNAR
CEOs Become Risk Chiefs, Blame AI, Term Spread Narrows
🆓 Sunday links: CEO as Chief Risk Officer, blaming AI for job cuts, and the shrinking term spread. https://t.co/4BDeewwVe5 chart: https://t.co/nJv6ecVuec https://t.co/rixP9PqbVA
Story‑Driven Investors Face DAT Decline, Elevator Demand Rises
🆓 Tuesday links: narrative-loving investors, the end of the DAT boom, and growing demand for elevators. https://t.co/vZ3ezyQCtk chart: https://t.co/tgBy66cSK7 https://t.co/E3cZ7Gtawi
Macro Data Flaws, Bots Favor Bad News, Calendar Strategies
🔬 Research links: the problem with macro data, why bots love bad news, and how to use calendar-based strategies. https://t.co/gUmyuaWsPO chart: https://t.co/9NGWAEXTU1 https://t.co/QufnB6WSHu
Retail Favorites, IPO Timing, and Base Rates Explained
🔬 Research links: the stocks retail investors favor, the impact of IPO timing, and why base rates matter so much. https://t.co/cjmTGAY0wz chart: https://t.co/rvyduDs39u https://t.co/EKv26rorKm