Strategy

• Market volatility is a good check on your portfolio strategy. (wsj.com)
• Hard to see how this goes wrong. (ft.com)

Prediction markets

• How prediction markets performed this election cycle. (nytimes.com)
• Preventing insider trading on entertainment-focused markets is tough. (hollywoodreporter.com)

Autos

• Tesla ($TSLA) is going to wind down Cybertruck production. (wired.com)
• Toyota ($TM) is benefiting from consumer interest in hybrid vehicles. (nytimes.com)

Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Midterms

• Josh Brown and Michael Batnick spoke with Dan Clifton, Partner and Head of Policy Research at Baird Strategas, about the implications of the election for investors. (youtube.com)
• Derek Thompson talks with New York Times chief political analyst Nate Cohn about six lessons learned from the midterms. (podcasts.apple.com)
• Pablo Torre talks with Rachel Maddow, author of "Department of Fate: The Promise, the Power, and the Collapse of America's Most Consequential Institution" about public accountability (podcasts.apple.com)
• Joe Weisenthal and Tracy Alloway talk with Irving Swisher about the macroeconomic implications of the midterms. (podcasts.apple.com)

Economy

• The economy 165,000 jobs in October along with unemployment rate of 4.1%. (bonddad.blogspot.com)
• Companies are just not firing workers. (axios.com)

Earlier on Abnormal Returns

• What you missed in our Thursday linkfest. (abnormalreturns.com)
• Longform links: changing of the guard. (abnormalreturns.com)

Mixed media

• Fox ($FOX) has closed its purchase of Roku ahead of schedule. (variety.com)
• Salon.com is ceasing publication. (theguardian.com)
• RIP, LIV Golf. (frontofficesports.com)

Markets

• What history tells us about the fate of the largest stock in the market. (morningstar.com)
• The spread on CCC-rated bonds continue to blow out. (apollo.com)

Strategy

• Dividend stocks are still stocks. (awealthofcommonsense.com)
• Four factors needed for a market bubble. (polymathinvestor.com)

Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Midterms

• Control of statehouses matters a lot. (axios.com)
• Public health had a big election night. (bloomberg.com)
• Big Tech is already trying to rebrand data centers. (axios.com)
• Elon Musk's election spending got him very little. (theatlantic.com)

Economy

• Weekly initial unemployment claims continue to plumb new lows. (bonddad.blogspot.com)
• Inflation is still a problem in a fast growing economy. (bonddad.blogspot.com)

Earlier on Abnormal Returns

• Longform links: changing of the guard. (abnormalreturns.com)
• What you missed in our Wednesday linkfest. (abnormalreturns.com)
• Personal finance links: running the numbers. (abnormalreturns.com)

Mixed media

• Why Americans are spending more time with family vs. friends. (theatlantic.com)
• Bars of soap are going out of style. (slate.com)
• With humans, it all depends. (ryanholiday.net)

Books

• Dwarkesh Patel talks with Robert Caro about lessons learned from Lyndon Johnson and Robert Moses. (youtube.com)
• An excerpt from "Edward Hopper: A Life" by Louis Shadwick. (lithub.com)

Business

• How merchant cash advances often spiral into bankruptcy. (wsj.com)
• American restaurants increasingly rely on Sysco ($SYY). (nytimes.com)
• How Ireland became a hub for film production. (latimes.com)
• More women are entering the funeral business. (lareviewofbooks.org)

Japan

• Japan's approach to technology is just different. (noemamag.com)
• How do older Japanese feel about care robots? (crr.bc.edu)

Longreads

• A profile of Anthropic CEO Dario Amodei. (nytimes.com)
• Ten takeaways from the midterm elections including 'AI is a big political loser right now. It just is.' (derekthompson.org)
• Why don't ICE officers quit in protest? (newyorker.com)
• The job application process feels broken. (nytimes.com)
• How Russia uses cutouts to engage in cyber sabotage targeting Europe. (bloomberg.com)
• How Curt Cignetti transformed IU football, the university and surrounding town. (tennessean.com)
• Do animals grieve? (nytimes.com)

Strategy

• The risk-reward equation for bonds has shifted. (morningstar.com)
• How to not lose money in a year the stock market is up. (tonyisola.com)
• Proxy investments rarely work out the way you think they will. (morningstar.com)

Companies

• CVS ($CVS) is splitting off its retail pharmacy business. (nytimes.com)
• Palantir ($PLTR) earnings are catching up to its valuation. (axios.com)
• Apple ($AAPL) is an iPhone AND Services company. (sixcolors.com)

AI

• Who pays if data center construction is delayed or cancelled? (ft.com)
• Running an AI company is a financial balancing act. (tomtunguz.com)

Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Work

• How the trades are trying to become more welcoming to women. (wsj.com)
• How Ikea re-skills workers. (thehustle.co)

Earlier on Abnormal Returns

• Personal finance links: running the numbers. (abnormalreturns.com)
• What you missed in our Tuesday linkfest. (abnormalreturns.com)
• Research links: being manipulated. (abnormalreturns.com)

Mixed media

• Brian Phillips, "For 10 years, our political life has revolved around one man, to the country’s enormous cost. Today, he’s a spent force." (theringer.com)
• Contrary to expectations, election night went off without a hitch. (axios.com)
• This election was the revenge of normal Americans. (noahpinion.blog)
• AI was on the ballot. And lost. (stratechery.com)
• How Texas turned Blue. (theatlantic.com)

Books

• An excerpt from "Creative Money: New Financial Rules for Artists, Innovators, and Misfits," by AJ Ayers. (moneychangeseverything.substack.com)
• Three takeaways from "Your Perfect Portfolio: The Ultimate Guide to Using the World's Most Powerful Investing Strategies" by Cullen Roche. (whitecoatinvestor.com)

Housing

• Every part of building a house is becoming more expensive. (wsj.com)
• Stop thinking about your house like any other investment. (awealthofcommonsense.com)
• The mortgage rate buyers are holding out for. (snippet.finance)

Medicare

• Average monthly premiums for Medicare Part D plans are set to jump 50% (healthcaredive.com)
• Retirees need to do more planning around Medicare. (advisorperspectives.com)

Retirement

• Think twice before putting travel at the top of your retirement to-do list. (earnandinvest.com)
• Four dangerous retirement assumptions including 'You will receive an inheritance.' (morningstar.com)
• Americans do not have a great understanding of Social Security. (humbledollar.com)

Wealth

• It takes time to build wealth. (adamnash.blog)
• There's millionaires, and then there are liquid millionaires. (ofdollarsanddata.com)

Affordability

• Your affordability is not some one else's. (yourbrainonmoney.substack.com)
• ACA premiums are on the rise. (msn.com)

Personal finance

• Mimicking what institutional investors do can backfire. (humbledollar.com)
• Why smart people make dumb financial decisions. (awealthofcommonsense.com)
• AI is killing the financial blogosphere. (whitecoatinvestor.com)
• A 2026 year-end tax planning checklist. (kindnessfp.com)
• Volunteering helps the volunteer as much as the beneficiary. (whitecoatinvestor.com)
• Who are you competing against? (tonyisola.com)

Markets

• Why are housing stocks rallying? (conorsen.substack.com)
• Picking stocks is always tough, especially. now. (awealthofcommonsense.com)
• The stock market is not the answer on how AI will turn out. (behaviouralinvestment.com)

Finance

• The hyperscalers continue to float new bond issues. (axios.com)
• The CDS market is heating back up again. (ft.com)
• The big banks don't want you to post their charts on X. (bloomberg.com)

Apple

• Apple ($AAPL) sold more Macs this year than ever. (sixcolors.com)
• How John Ternus differs from Tim Cook. (asymco.com)

Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Venture capital

• Smaller VCs are increasingly trying to thread the needle. (hunterwalk.com)
• Why a venture capitalist's network matters. (alphaarchitect.com)

Economy

• The median American consumer is doing alright. (awealthofcommonsense.com)
• Three items that argue against consumer spending. (crr.bc.edu)

Earlier on Abnormal Returns

• Research links: being manipulated. (abnormalreturns.com)
• What you missed in our Monday linkfest. (abnormalreturns.com)
• Adviser links: a borrowing binge. (abnormalreturns.com)

Mixed media

• No individual has spent more in an election cycle, ever. (nytimes.com)
• How the political spam text problem got so bad. (wired.com)
• Should you trust a chatbot with your vote? (npr.org)
• Why pollsters often get it wrong. (ritholtz.com)

Round-ups

• A round-up of recent white papers including 'The Anatomy of U.S. Equities.' (bpsandpieces.com)
• A round-up of recent academic research including 'Corporate Bond Ownership and Rating Downgrades.' (alphainacademia.com)

Employment

• Assessing employment models built on LinkedIn data. (libertystreeteconomics.newyorkfed.org)
• In work settings, women often downplay their abilities. Men, not so much. (klementoninvesting.substack.com)

Research

• We are entering a seasonally strong period for the U.S. stock market. (quantifiableedges.com)
• What happens to stock market inflows if AI wipes out wide swaths of jobs? (schroders.com)
• Four lessons for distressed debt investors. (rpc.cfainstitute.org)
• No matter how you slice it, fund fees matter. (morningstar.com)
• Financial advice works, but not for everybody. (alphaarchitect.com)
• A big profile of hedge fund giant D.E. Shaw. (bloomberg.com)

October 2026

• The S&P 500 returned -0.87% in October 2026. (on.spdji.com)
• How major asset classes performed in October 2026. (capitalspectator.com)

Bonds

• More than 80% of global bonds now yield more than 4%. (snippet.finance)
• Yield spreads on the junkiest junk are blowing out. (ft.com)

Companies

• Marvell Technology ($MRVL) to buy Lumentum Holdings ($LITE) in an all-stock transaction worth some $115 billion. (cnbc.com)
• Elon Musk is looking for an entree into the mobile phone business. (msn.com)

AI

• New AI models are increasingly built by AI. (wsj.com)
• AI is now drawing blueprints. (stephenjgallagher.substack.com)
• Why you can't yet trust AI to map your hiking trail. (hcn.org)

Stay in touch

• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)

Europe

• European supermarkets are dealing with cyberattacks. (axios.com)
• How Serbia's students pulled off an election victory. (ft.com)
• The administration can't help itself when it comes to meddling in European politics. (theatlantic.com)
• Ireland's tax revenue depends heavily on taxing multinationals. (ft.com)

Economy

• Is the economy overly-dependant on AI? (ritholtz.com)
• What companies are saying about the 'low hire, low fire' economy. (thetranscript.substack.com)

Earlier on Abnormal Returns

• Adviser links: a borrowing binge. (abnormalreturns.com)
• What you missed in our Sunday linkfest. (abnormalreturns.com)
• Top clicks last week on Abnormal Returns. (abnormalreturns.com)

Mixed media

• When adults build Lego sets they often don't break them down. (slate.com)
• The battle over dog training philosophy continues. (wsj.com)
• A new potato breed has just dropped. (foodandwine.com)

Podcasts

• Ian Wenik and Alex Steger talk with Dynasty Financial Partners CEO Shirl Penney. (citywire.com)
• Michael Batnick talks with Steward Partners co-founder and CEO ⁠Jim Gold⁠. (youtube.com)

Schwab

• Charles Schwab ($SCHW) is buying into Nevis. (riabiz.com)
• What Schwab ($SCHW) is doing to block rogue AI agents. (investmentnews.com)
• Schwab ($SCHW) wants you to know it is not a competitor. (citywire.com)

AI

• On the downside of clients using ChatGPT for financial advice. (xyplanningnetwork.com)
• Who shows up in AI searches for financial topics? (wealthmanagement.com)
• Claude Advisor can now connect to more third-party services. (wealthmanagement.com)

Taxes

• On the importance of proactive tax planning. (investmentnews.com)
• What advisers need to know about the risks to new tax strategies. (kitces.com)

Caregiving

• Caregiving is becoming a bigger burden. (investmentnews.com)
• Women are more likely to pay the costs of caregiving. (pewresearch.org)

Advisers

• Bond investors have an opportunity to do some tax loss harvesting this year. (barrons.com)
• Borrowing against amassed wealth is becoming more common. (wsj.com)
• What to do if you notice a client undergoing a mental health crisis. (xyplanningnetwork.com)
• The best financial adviser conferences for 2027. (kitces.com)
• Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)
• The inaugural ‘National RIA Day’ will be held on February 17, 2027. (citywire.com)

Markets

• Valuations don't typically fall during a bull market. (awealthofcommonsense.com)
• Seven recent market data points including 'The sector that correlates most closely with negative sentiment is having a rough year.' (ritholtz.com)
• The election will take one uncertainty off the board. (tker.co)

AI

• Big Tech is swapping buybacks for capital spending. (reuters.com)
• AI spending is coming with a higher (debt) price tag. (wsj.com)
• A company founded just six (or so) years ago could be valued at $1.5 trillion. (readtrung.com)
• How AI has upended the business of venture capital. (investing101.substack.com)
• The economy increasingly looks like a big bet on AI. (theatlantic.com)

Companies

• The biggest companies in the market increasingly sell to business, not consumers. (asymco.com)
• Intel ($INTC) had a historically bad Friday. (cnbc.com)
• So did Reddit ($RDDT). (cnbc.com)

Foreign policy

• In Venezuela the U.S. is siding with the current authoritarian regime over the democratic opposition. (danieldrezner.substack.com)
• It doesn't get the coverage, but the State Department is in disarray. (theatlantic.com)

Defense

• The amount of destruction caused by Iranian strikes is still coming to light. (wsj.com)
• The U.S. is starting from scratch when it comes to making cheap military drones. (bloomberg.com)
• What does Elon have against Ukraine? (theatlantic.com)

ICE

• Evidence that ICE undertook widespread surveillance of activists. (wired.com)
• It looks like ICE way overpaid for an abandoned Minnesota prison. (kare11.com)

Taxes

• The tax benefits of retirement savings flows to upper income Americans. (agglomerations.eig.org)
• Want to tax the rich? You have to start from scratch. (nytimes.com)
• Where did all the deficit hawks go? (wsj.com)

Stay in touch

• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)

Government

• A look at the U.S. Attorneys who are happy to do Trump's bidding. (nytimes.com)
• Some company executives who went all-in on Trump are now worried. (wapo.st)
• States run elections, not the federal government. (newyorker.com)

Economy

• You can't say inflation is going down any more. (apollo.com)
• The economic schedule for the coming week. (economicweekly.substack.com)

Earlier on Abnormal Returns

• Top clicks this week on Abnormal Returns. (abnormalreturns.com)
• What you missed in our Saturday linkfest. (abnormalreturns.com)

Mixed media

• How political affiliation divides along empathy lines. (kottke.org)
• The case for mandatory, universal national service. (kevinkelly.substack.com)
• Not everyone wants a 'Trump Account.' (theatlantic.com)

Also on the site

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Top clicks this week

1. Five stock market myths including 'Stock market returns revert to a mean.' (tker.co)
2. What do you know that the market doesn't? (morningstar.com)
3. More data doesn't necessarily make for better investing. (awealthofcommonsense.com)
4. Meet Polymarket's most profitable trader. (giftarticle.ft.com)
5. The Amazon ($AMZN) Bee is actually kind of great, and kind of scary. (spyglass.org)
6. How to seek out anti-AI opportunities. (albertbridgecapital.com)
7. Fixed income finally has some income. (morningstar.com)
8. Bear markets are all about balance sheets. (hub.tslombard.com)
9. What is an 'AI stock'? Nobody really knows. (trendlabs.com)
10. Ejiye Jimeta Ibhawoh, "AI will change what is scarce. It will not decide who captures that scarcity premium." (rpc.cfainstitute.org)

Autos

• China has EV manufacturing overcapacity. (barrons.com)
• Audi is building its first American plant. (wsj.com)
• FSD is the highest margin part of Tesla's ($TSLA) business. (arstechnica.com)
• The new Ford ($F) Fathom can power your house in a pinch. (techcrunch.com)
• It's not your imagination, there really are fewer car ads on TV. (wsj.com)
• How headlights got so bright. (washingtonpost.com)

Energy

• How solar panels are spreading through Africa. (bloomberg.com)
• How SMRs work. (ft.com)

Environment

• You just lived through the hottest October on record. (scientificamerican.com)
• Want to cool the Earth? Put up a big sun shade! (nature.com)
• How really white paint could help with Summer heat. (bloomberg.com)
• A look at all the facilities that have been granted clear air regulation exemptions under Trump. (nytimes.com)
• The Rio Grande river is disappearing. (wsj.com)
• This can't be good. (propublica.org)

Behavior

• Do we need more fear in our lives? (twopct.com)
• Closure is a uniquely modern concept. (bakadesuyo.com)
• Five steps to overcome a setback. (twopct.com)
• Nobody is 100% sure how anti-depressants work. (nytimes.com)

Space

• Cape Canaveral is booming. (axios.com)
• The retirement of the Falcon 9 could cause disruptions. (theconversation.com)
• NASA can no longer function without SpaceX. (arstechnica.com)
• Europe is now actively looking for alternatives to Starlink. (axios.com)
• A start to cleaning up space junk. (smithsonianmag.com)

Science

• On the difference between pure math and applied math. (theatlantic.com)
• How AI is going to accelerate scientific discovery. (noahpinion.blog)

Technology

• AI agents walk a fine line. (spyglass.org)
• The bottleneck for robots is data. (genuineimpact.substack.com)
• What is PHP and what it matters. (theconversation.com)
• How Chattanooga built the world’s best broadband network. (vox.com)
• How Malaysia became a hot bed for data centers. (nytimes.com)

Health

• More evidence in favor of Eli Lilly's ($LLY) reatrutide. (biopharmadive.com)
• It's now trivial to buy peptides online. (time.com)

Cigarettes

• Is the cigarette revival among young people real? (yahoo.com)
• The Milwaukee Brewers ripped heaters pre-game for good luck. (espn.com)

Food

• Ranchers are struggling with higher costs. (npr.org)
• Most of the produce you eat is not inspected. (wapo.st)
• How Aldi is keeping a lid on grocery costs. (npr.org)
• Casey's General Stores ($CASY) is taking pizza market share. (barrons.com)
• Nicholas Kristoff, "Some day, I suspect, our descendants will see our treatment of farm animals as a great moral blind spot of our age." (nytimes.com)

Drink

• The share of income Americans spend on alcohol has hit a record low. (livemint.com)
• How tariffs are impacting Kentucky bourbon makers. (bnnbloomberg.ca)
• How quitting drinking reverberates with friends and family. (msn.com)

Sports

• Horse racing is seeing a rebound in the U.S. (nytimes.com)
• Professional marathon runners are independent contractors. (frontofficesports.com)
• Kylian Mbappé and the high cost of speaking your mind. (cultureofsport.substack.com)
• More former NFL players may have CTE than previously thought. (nytimes.com)

Entertainment

• A24 is a brand. Other studios are jealous. (wsj.com)
• Female standup comedians are seeing their jokes ripped off by bots. (nytimes.com)

College

• In defense of business schools. (alexedmans.com)
• How rising housing costs are affecting California college students. (nytimes.com)
• Colleges are launching football teams to attract male applicants. (apnews.com)

Earlier on Abnormal Returns

• What you missed in our Friday linkfest. (abnormalreturns.com)
• Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)

Mixed media

• Contrary to popular belief, sugar does not make children hyper. (theatlantic.com)
• Has the variety bag ruined Halloween? (theatlantic.com)
• Halloween candy ranked, the data. (flowingdata.com)

Strategy

• What do you know that the market doesn't? (morningstar.com)
• The stock market owes you nothing. (safalniveshak.com)
• Your index funds already own plenty of technology stocks. (wsj.com)

Crypto

• Binance got hacked, bigly. (arstechnica.com)
• ICE is planning to bring Hyperliquid's perpetual futures on shore. (coindesk.com)

Anthopic

• Anthropic ($ANT) is SpaceX's ($SPCX) biggest customer. (semafor.com)
• A look at Anthropic's ($ANT) capital raising over time. (ft.com)

Companies

• The best companies don't rely on gatekeepers for their success. (flyoverstocks.com)
• Just how much U.S. energy companies have profited from the Iran War. (nytimes.com)
• User growth at Block's Cash App has flattened out. (bloomberg.com)
• Reddit ($RDDT) has an AI problem. (axios.com)

Prediction markets

• The state of Utah has filed criminal charges against Kalshi. (frontofficesports.com)
• Can we trust election-related prediction markets? (cnbc.com)

Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Netflix

• Why Netflix's ($NFLX) movie strategy has backfired. (indiewire.com)
• Derek Thompson talks with Matt Bellamy about Netflix's ($NFLX) engagement woes. (podcasts.apple.com)

Economy

• Q3 GDP rose at a 3.4% annual rate. (econbrowser.com)
• The skill requires for modern manufacturing jobs is higher. (wsj.com)
• Inflation expectations are on the rise. (capitalspectator.com)
• Kyla Scanlon talks grocery prices with Lael Brainard. (kyla.substack.com)

Earlier on Abnormal Returns

• What you missed in our Thursday linkfest. (abnormalreturns.com)
• Longform links: inefficient interactions. (abnormalreturns.com)

Mixed media

• Nobody wants to pay this much for a nonfiction book. (thewalrus.ca)
• Reading books is cool again in South Korea. (bloomberg.com)

Companies

• Apple ($AAPL) has been pushing flash memory makers around for a while. The tide has turned. (wsj.com)
• DoorDash ($DASH) is buying Instacart ($CART). (cnbc.com)
• Palantir ($PLTR) stock is still expensive. (ft.com)

Private equity

• Robert Armstrong, "What the past decade has demonstrated is that private equity at scale is a different asset class, not a superior one." (ft.com)
• As Boomers retire, private equity is going to take advantage. And not in the good way. (nytimes.com)
• How will PE fare under a divided government? (axios.com)

Fund management

• The number of funds focused on Latin America has plunged. (bloomberg.com)
• Why acquired fund fees matter for fund of funds. (morningstar.com)

Prediction markets

• Kalshi is valued at $40 billion in a new funding round. (cnbc.com)
• This election cycle, prediction markets are bigger than ever. (theatlantic.com)
• The NFL forced Saquon Barkley to divest his Polymarket stake. (frontofficesports.com)
• Meet Polymarket's most profitable trader. (giftarticle.ft.com)
• Kalshi is hedging its bets. (semafor.com)

Stay in touch

• Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
• Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)

Personal technology

• The Amazon ($AMZN) Bee is actually kind of great, and kind of scary. (spyglass.org)
• Vibe coded apps are not attracting many takers. (theatlantic.com)
• Who is the new touchscreen Macbook Pro for? (wsj.com)

Economy

• Still no pickup in weekly initial jobless claims. (bonddad.blogspot.com)
• What the Taylor Rule currently says. (econbrowser.com)
• Why is the Fed slow walking hikes? (newsletter.platypuseconomics.com)
• Why isn't poor consumer sentiment translating into retail spending? (ft.com)

Earlier on Abnormal Returns

• Longform links: inefficient interactions. (abnormalreturns.com)
• What you missed in our Wednesday linkfest. (abnormalreturns.com)
• Personal finance links: finding enough. (abnormalreturns.com)

Mixed media

• Would you invest in a company run by Billy Evans? (finance.yahoo.com)
• The struggle for actors to keep their guild health insurance is real. (nytimes.com)
• The big music companies are in trouble. (honest-broker.com)