Strategy
- There is no one perfect way to invest. (awealthofcommonsense.com)
- There is no obligation to performance chase. (behaviouralinvestment.com)
- The case for investing in family-led companies. (mastersinvest.com)
IPOs
- How the IPO market stacks up in 2026. (ft.com)
- How the mega-IPOs will change the stock market. (morningstar.com)
- Convertible bond issuance is booming. (ft.com)
ETFs
- Index fund providers are no longer neutral players. (philbak.substack.com)
- A closer look at the Calamos US Equity Autocallable Income ETF ($CAIE). (larryswedroe.substack.com)
Berkshire Hathaway
- Berkshire Hathaway ($BRK.A) has doubled down on the housing market. (wsj.com)
- Why Berkshire Hathaway ($BRK.A) bought a big stake in Google ($GOOGL). (barrons.com)
Companies
- These CEOs earned some unusual 'additional compensation' in 2025. (ft.com)
- Salesforce ($CRM) has a stake in Anthropic worth about $5 billion. (bloomberg.com)
VCs
- AI is killing startups founded before ChatGPT. (cnbc.com)
- Defense tech investment has surged. (news.crunchbase.com)
- For VCs biotech is the anti-AI. (pitchbook.com)
Economy
- Business formation keeps ticking higher. (apollo.com)
- One in four American workers is now older than 55. (axios.com)
- Why isn't oil more expensive? (semafor.com)
Earlier on Abnormal Returns
- Research links: bored overtraders. (abnormalreturns.com)
- Saying no to algorithmic slop. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: inordinate time. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)