August 2026
- How major asset classes performed in August 2026. (capitalspectator.com)
- The S&P 500 rose 2.72% in August 2026. (on.spdji.com)
Rates
- The 30-year Treasury is at it highest sustained level since 2006. (fa-mag.com)
- A Q&A with Robin Wigglesworth, author of "A Fabulous Debt: The Epic Story of How Bonds Built the Modern World." (axios.com)
Retail trading
- How South Korea effectively tamped down on (leveragerd) speculation. (sg.finance.yahoo.com)
- How retail investors have changed how the stock market works. (harveysawikin.substack.com)
Gambling
- Why college kids are uniquely at-risk from problem gambling. (espn.com)
- How Pokemon cards became a way to gamble. (slate.com)
Finance
- Polymarket raised another $1 billion, led by 1789 Capital. (nytimes.com)
- Some 21 banks, including BofA, Wells and Goldman, are launching a stablecoin. (wsj.com)
- Revolut is now larger than every UK bank but HSBC. (ft.com)
AI
- How AI is putting pressure on big consulting firms. (ft.com)
- How hyperscalers are accelerating data center construction. (wsj.com)
- Derek Thompson talks with Max Spero, founder of Panagram, about the spread of AI writing. (derekthompson.org)
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)
Housing
- Conor Sen, "For their age, Gen Z is doing better on homeownership than the conventional wisdom." (conorsen.substack.com)
- Ten facts about the housing market, including 'Nobody is moving.' (apollo.com)
- Why Seattle's housing market is struggling. (bloomberg.com)
Economy
- Construction, outside of AI, is at recessionary levels. (bonddad.blogspot.com)
- How much higher gasoline and diesel prices are costing American consumers. (axios.com)
- Why didn't the U.S. go into recession in 2022-23? (ft.com)
Earlier on Abnormal Returns
- Research links: stock-specific volatility. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: the custody shift. (abnormalreturns.com)