Forecast-free since 2005
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Wednesday links: losing the plot

MarketsDedicated short-sellers are a dying breed. (bloomberg.com)Which should give investors pause. (herbgreenberg.substack.com)CryptoThe Ether ETF fee war is already here. (barrons.com)Bitcoin miners with attractive power contracts could become targets. (coindesk.com)FinanceThe Texas Stock Exchange is taking steps to start trading. (wsj.com)Alphabet...

Thu Jun 6, 2024 00:29
Personal finance links: absolute value

PodcastsBarry Ritholtz talks with Peter Mallouk about better managing your financial affairs. (ritholtz.com)Dan Haylett talks with Stephanie McCullough, founder of Sophia Financial, about the challenges facing women planning for retirement. (humansvsretirement.com)Jonathan Clements and Peter Mallouk talk about the challenges of raising money savvy children....

Wed Jun 5, 2024 20:33
Tuesday links: the next big boom

MarketsThe best time to prepare for a bear market is before it begins. (awealthofcommonsense.com)When you own $240 million of a meme stock, does it actually own you? (sherwood.news)CompaniesDoes Intel ($INTC) have a route forward? (spyglass.org)Weird stuff happens when a CEO controls overlapping companies. (theverge.com)TechThe rubber is hitting the...

Wed Jun 5, 2024 00:55
Research links: a lack of guarantees

ResearchWhat happened to the short term reversal effect? (klementoninvesting.substack.com)What can we really learn from a century of capital markets returns? (blogs.cfainstitute.org)Do more diverse hedge fund teams outperform? (alphaarchitect.com)Why one CTA manager may not be enough to capture managed futures returns. (mrzepczynski.blogspot.com)Why...

Tue Jun 4, 2024 21:00
Monday links: uncertain progress

MarketsA review of major asset class performance in May 2024. (capitalspectator.com)Not surprisingly, Nvidia ($NVDA) has been the biggest index contributor YTD. (morningstar.com)BooksAn excerpt from Nathaniel Popper’s forthcoming "The Trolls of Wall Street: How Outcasts and Insurgents are Hacking the Markets." (bloomberg.com)Ed Slott talks about his...

Mon Jun 3, 2024 21:28
Adviser links: restoring confidence

PodcastsDan Haylett talks with Jamie Hopkins about rewiring the way we think about retirement and its underlying assumptions. (humansvsretirement.com)Bogumil Baranowski talks with Brian Portnoy of Shaping Wealth about the search for funded contentment. (open.spotify.com)Charles SchwabCharles Schwab ($SCHW) will rely on iCapital to power its push into...

Mon Jun 3, 2024 21:28

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