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Tuesday links: your precious attention
SurprisesStuff happens every year that no one foresaw. (ritholtz.com)How markets deal with surprises. (behaviouralinvestment.com)Yesterday shows how dependent the stock market is on the AI theme. (herbgreenberg.com)StrategyYour allocation (or not) to international stocks matters, but not a lot. (ofdollarsanddata.com)Investing success is more about temperament than intelligence. (buildingthingsthatlast.substack.com)HardwareWhy Microsoft ($MSFT) should ditch the Xbox. (sherwood.news)15 years in, the Apple ($AAPL) iPad is still the perfect computer for many users. (om.co)AICheaper AI presumably means more, better applications. (bigtechnology.com)On the risk of stranded costs in the AI space. (axios.com)OpenAI should build its own browser. (spyglass.org)ETFsThe funds that have generated the greatest dollar gains for investors over the past decade. (morningstar.com)Who really needs buffered ETFs? (wsj.com)EconomyThe November Case-Shiller report showed a 3.8% increase in national house prices. (calculatedriskblog.com)Apartment rents are down year-over-year. (apartmentlist.com)Earlier on Abnormal ReturnsResearch links: optimizing for costs. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: a strong indicator. (abnormalreturns.com)Why 'critical ignoring' is a crucial skill these days. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed mediaAmericans just keep on betting more on sports. (sherwood.news)A third of sports bettors see it as an 'investment.' (nerdwallet.com)Crypto.com is getting in on the sports prediction markets game. (sportico.com)
Surprises
- Stuff happens every year that no one foresaw. (ritholtz.com)
- How markets deal with surprises. (behaviouralinvestment.com)
- Yesterday shows how dependent the stock market is on the AI theme. (herbgreenberg.com)
Strategy
- Your allocation (or not) to international stocks matters, but not a lot. (ofdollarsanddata.com)
- Investing success is more about temperament than intelligence. (buildingthingsthatlast.substack.com)
Hardware
- Why Microsoft ($MSFT) should ditch the Xbox. (sherwood.news)
- 15 years in, the Apple ($AAPL) iPad is still the perfect computer for many users. (om.co)
AI
- Cheaper AI presumably means more, better applications. (bigtechnology.com)
- On the risk of stranded costs in the AI space. (axios.com)
- OpenAI should build its own browser. (spyglass.org)
ETFs
- The funds that have generated the greatest dollar gains for investors over the past decade. (morningstar.com)
- Who really needs buffered ETFs? (wsj.com)
Economy
- The November Case-Shiller report showed a 3.8% increase in national house prices. (calculatedriskblog.com)
- Apartment rents are down year-over-year. (apartmentlist.com)
Earlier on Abnormal Returns
- Research links: optimizing for costs. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a strong indicator. (abnormalreturns.com)
- Why 'critical ignoring' is a crucial skill these days. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
