Markets

• A lot of the market's high fliers have already pulled back. (compoundadvisors.com)
• Tesla's ($TSLA) options volume is a huge outlier. (ft.com)
• The stock market has historically loved Thanksgiving. (sentimentrader.com)
• The 'overnight effect' is waning. (priceactionlab.com)

Strategy

• Why this market era will look like in the rearview mirror. (thereformedbroker.com)
• It's hard to get around the idea that the market is overvalued. (ofdollarsanddata.com)

Crypto

• There's no reason to believe that Bitcoin is an inflation hedge. (morningstar.com)
• Why crypto transactions have so many decimal places. (bloomberg.com)

EVs

• ICE powered vehicles aren't going away any time soon, but the trend toward EVs is clear. (npr.org)
• Pickup trucks are the vehicle of choice for American men. Will they make the leap to EVs? (theatlantic.com)
• The Ford ($F) F-150 Lightning will soon be able to charge other vehicles. (thedrive.com)

Finance

• American Express ($AXP) went over the line in pitching a strategy to small businesses. (wsj.com)
• During the past two years more women have begun investing in the stock market. (fortune.com)

Economy

• The goods sector is driving inflation, not services. (ritholtz.com)
• Why home price gains are set to decelerate. (calculatedriskblog.com)

Earlier on Abnormal Returns

• Research links: an undesirable risk profile. (abnormalreturns.com)
• What you missed in our Monday linkfest. (abnormalreturns.com)
• Adviser links: a sound strategy. (abnormalreturns.com)
• Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)

Mixed media

• Remote work is a bad way to start off a career. (nytimes.com)
• How do you take time off if you work from home? (theatlantic.com)
• More companies are experimenting with four-day workweeks or their equivalent. (nytimes.com)
• How our system of work resists rest and recovery. (annehelen.substack.com)
• Every career goes through seasons. (iwillteachyoutoberich.com)

Alternatives

• Richard Ennis, "U.S. equity market beta has been an important driver of return across the board — in public markets and private; in hedge funds; in real estate; in U.S. and non-U.S. equities; and in some segments of fixed income..." (institutionalinvestor.com)
• Why private equity replication has made little headway against the real thing. (bloomberg.com)

Factors

• Factor investors need to have a long time horizon to see a payoff. (evidenceinvestor.com)
• An overview of fundamental value strategies. (sr-sv.com)
• How to combine different momentum strategies. (quantpedia.com)
• Just because high beta has negative alpha doesn't low beta has positive alpha. (alphaarchitect.com)

Research

• Does the day of the month matter when it comes to implementing a tactical asset allocation strategy? (allocatesmartly.com)
• Cap-weighted indices aren't perfect, then again nothing is. (advisorperspectives.com)
• Is there a model for valuing digital currencies? (caia.org)
• What effect has fractional trading had on the stock market? (papers.ssrn.com)
• On the asymmetric risk of the forex carry trade. (mailchi.mp)

Markets

• In the markets, two contradictory things can be true at the same time. (awealthofcommonsense.com)
• On the importance of having in place a well-defined investment strategy. (investmenttalk.substack.com)

Crypto

• When China essentially banned cryptocurrencies, miners pulled their machines out of the country. (ft.com)
• Hackers are increasingly using social engineering to get access to crypto customer accounts. (wsj.com)
• You can't invest in crypto without thinking about security. (morningstar.com)

Media

• Big media is going all out to bring back writers who launched their own newsletter. (axios.com)
• The Information has been a standout in the new media space. (ft.com)
• The Athletic shows the limits of a subscription-only model. (bloomberg.com)
• How beehiiv differs from Substack. (execsum.co)

Netflix

• Netflix ($NFLX) has plans to make more 'Red Notice' type blockbusters. (nytimes.com)
• Netflix ($NFLX) is buying its own VFX company. (variety.com)
• Netflix ($NFLX) is just better at running the back end tha other streaming services. (theverge.com)

Finance

• After a pause, SPAC issuance has started ticking higher again. (ft.com)

Economy

• The 'Great Resignation' is not a US-only phenomenon. (ft.com)
• The worst of the global supply chain issues are behind us. (wsj.com)
• No matter how you slice it, the pandemic-induced recession was different. (calculatedriskblog.com)

Earlier on Abnormal Returns

• Adviser links: a sound strategy. (abnormalreturns.com)
• What you missed in our Sunday linkfest. (abnormalreturns.com)
• Top clicks last week on the site. (abnormalreturns.com)
• Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)

Mixed media

• The ultra-wealthy are facing their own form of inflation. (axios.com)
• The super-rich really are miserable like they are on 'Succession.' (theguardian.com)
• Jack Dorsey loves to donate money to the charities of celebrities. (bloomberg.com)