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Tuesday links: the electric revolution

Abnormal Returns · published 1 September 2026

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https://www.capitalspectator.com/major-asset-classes-august-2026-performance-review/

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https://on.spdji.com/rs/838-LDP-483/images/dashboard-us-2026-08.pdf

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https://www.fa-mag.com/news/u-s--30-year-bond-enters-september-on-worst-stretch-since-2006-88303.html

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https://www.axios.com/2026/08/31/bonds-yields-wigglesworth-book

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https://sg.finance.yahoo.com/news/day-traders-abandoning-korean-chip-183845951.html

sg.finance.yahoo.com

https://harveysawikin.substack.com/p/saaspocalyse-no

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https://www.espn.com/sports-betting/story/_/id/49547066/sports-betting-gambling-poker-addiction-college-campus-youth

espn.com

https://slate.com/business/2026/08/pokemon-cards-gen-z-gambling.html

slate.com

https://www.nytimes.com/2026/08/31/business/polymarket-funding-trump.html?unlocked_article_code=1.91A.l5xF.Kwgv-h8wCNlP&smid=url-share

nytimes.com

https://www.wsj.com/finance/banking/these-banks-are-banding-together-to-launch-a-stablecoin-6de07eff?st=KWZuQ3&reflink=desktopwebshare_permalink

wsj.com

https://www.ft.com/content/f9f240f9-4077-421f-b320-6dc895d65fd1?syn-25a6b1a6=1

ft.com

https://www.ft.com/content/709d7e2d-0c2f-45bc-b559-e7328372cf9e?syn-25a6b1a6=1

ft.com

https://www.wsj.com/tech/ai/see-the-new-building-techniques-turbocharging-the-data-center-boom-5020b8f6?st=Q5GA1X&reflink=desktopwebshare_permalink

wsj.com

We Can't Let AI Writing Take Over the Internet Read at the source ↗

derekthompson.org

https://conorsen.substack.com/p/gen-z-doesnt-need-to-give-up-on-homeownership-66f

conorsen.substack.com

https://www.apollo.com/wealth/insights-news/insights/daily-spark/us-housing-outlook-ten-facts

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https://www.bloomberg.com/news/features/2026-09-01/amazon-microsoft-job-cuts-threaten-seattle-s-real-estate-market-sales

bloomberg.com

https://bonddad.blogspot.com/2026/09/august-manufacturing-less-good-july.html

bonddad.blogspot.com

https://www.axios.com/2026/08/31/iran-russia-diesel-gasoline-prices

axios.com

https://www.ft.com/content/15de7725-234a-448a-9cc6-12500a47aada

ft.com

Research links: stock-specific volatility Read at the source ↗

abnormalreturns.com

Monday links: the cost of money Read at the source ↗

abnormalreturns.com

Adviser links: the custody shift Read at the source ↗

abnormalreturns.com

https://www.fa-mag.com/news/cash-strapped-colleges-are-draining-their-endowments-to-survive-88281.html

fa-mag.com

https://www.npr.org/2026/09/01/nx-s1-5935431/college-reinvented-vermont-work-experience

npr.org

Which Graduate Degrees Are the Best Investment? (Why I Skipped My MBA) Read at the source ↗

ofdollarsanddata.com