🆓 Tuesday links: the threat to P&C insurers, the drag on housing, and children as a luxury good. abnormalreturns.com/2026/10/…
chart: tinyurl.com/bvahst2v
🔬 Research links: replicating finance research, revisiting the term spread, and how bubbles affect lifetime earnings. abnormalreturns.com/2026/10/…
chart: fred.stlouisfed.org/series/T…
🆓 Monday links: favorable stock market seasonality, consumer spending and the wealth effect, and how to avoid the race to the bottom. abnormalreturns.com/2026/10/…
image: @DualityResearch
🆕 Adviser links: phased retirements, RMD mistakes, and the question of enough. abnormalreturns.com/2026/10/…
chart: tinyurl.com/52ssbmxd
🆓 Sunday links: diversifying away from AI, concentrated campaign contributions, and how to save Social Security. abnormalreturns.com/2026/10/…
image: ritholtz.com/2026/10/10-sund…
📊 Top clicks this week on Abnormal Returns including: cleaning up your portfolio, rising profit margins, and the bots swarming FRED. abnormalreturns.com/2026/10/…
chart: fred.stlouisfed.org/series/D…
🆓 Saturday links: signs of hope for EV sales, when civilian airports become targets, and the science behind the sauna. abnormalreturns.com/2026/10/…
chart: tinyurl.com/vre7ux5t
🆓 Friday links: Apple pricing policies, misunderstanding AI, and working for the wealthy. abnormalreturns.com/2026/10/…
chart: tinyurl.com/mvbjjf9k
🆓 Thursday links: shrinking dividend yields, private equity fundraising, and the business of podcasting. abnormalreturns.com/2026/10/…
chart: tinyurl.com/43nbuaba
✍️ Longform links: the case for quitting, what farmed fish eat, and why Americans are coupling less. abnormalreturns.com/2026/10/…
image: unsplash.com/photos/white-an…
🆓 Wednesday links: record high corporate profit margsin, taking risk off the table, and the economy-wide bet on AI. abnormalreturns.com/2026/10/…
image: trendlabs.com/dont-blame-the…
💰 Personal finance links: the costs of long term care, why we want what we want, and why inherited money hits differently. abnormalreturns.com/2026/10/…
chart: tinyurl.com/23z54j79
🔬 Research links: the payoff to credit risk, the problem with tail risk strategies, and the evolution of dual momentum models. abnormalreturns.com/2026/10/…
image: apollo.com/wealth/insights-n…
🆓 Monday links: investor fighting the last war, why data centers cost so much, and why X persists. abnormalreturns.com/2026/10/…
chart: tinyurl.com/mv5a2j44
🆓 Sunday links: rising profit margins, AI lab economic moats, and how Fridays turned into just another day of the week. abnormalreturns.com/2026/10/…
image: newsletter.fiscal.ai/p/carna…
📊 Top clicks this week on Abnormal Returns including: competitive TIPS yields, the scale of the AI boom, and worrying about margin debt. abnormalreturns.com/2026/10/…
image: fred.stlouisfed.org/series/D…
🆓 Saturday links: hybrid vehicle hype, the airport lounge arms race, and losing faith in the food safety system. abnormalreturns.com/2026/10/…
image: pexels.com/photo/man-in-whit…
🆓 Friday links: rising margin debt, the data center boom, and the high cost of youth baseball. abnormalreturns.com/2026/10/…
image: awealthofcommonsense.com/202…
🆓 Thursday links: the booming prime brokerage biz, what AI spending is crowding out, and longshot prediction market trades. abnormalreturns.com/2026/10/…
image: carsongroup.com/insights/blo…
✍️ Longform links: your brain is not a computer, how everything became gambling, and escaping the low fertility trap. abnormalreturns.com/2026/10/…
chart: tinyurl.com/4s5tjdnh



















