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Wednesday links: portfolio entropy

Abnormal Returns

Strategy A big regime shift has happened in the economy and financial markets. investmenttalk.co) Finance Poor recent performance has put the IPO market back on ice. finance.yahoo.com) Banks are still sitting on the Twitter debt they underwrote. ritholtz.com) Rapid company growth comes with its own risks.

Portfolio 277
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Tuesday links: moving toward the mean

Abnormal Returns

(wsj.com) Books Gary Stevenson’s book “The Trading Game” helps explain the past twenty years in the financial markets. blockworks.co) When banks start pitching Bitcoin allocations. abnormalreturns.com) Adviser links: better Medicare coverage. lefsetz.com) Crypto FTX sold its stake in Athropic to some big names.

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Wednesday links: sub-optimal portfolios

Abnormal Returns

abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Research links: an extremely long horizon.

Portfolio 245
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Thursday links: the realm of consensus

Abnormal Returns

economist.com) The Bank of England has joined the 75bp hike club. abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Tuesday links: a reliance on algorithms

Abnormal Returns

theblock.co) AI Fake AI stories will continue to roil the financial markets. fastcompany.com) Finance Why aren't more regional banks merging? washingtonpost.com) London, as a financial center, is at-risk of being left behind. abnormalreturns.com) Adviser links: complex things. Nobody wants to give up the big seat.

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Thursday links: bear market endings

Abnormal Returns

wsj.com) Global The Bank of Canada has boosted rates by 100bp. economy is a slowing housing market. pragcap.com) Where indicators of financial market stress stands. abnormalreturns.com) Four tips to avoid stock market aggravation. msn.com) Older Americans are increasingly adopting streaming services.

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Sunday links: real world experience

Abnormal Returns

abnormalreturns.com) Spending does more than change your bank balance. abnormalreturns.com) Why rough edges remain in financial markets: people. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Saturday linkfest.