Sunday links: being a bull
Tadas Viskanta
Abnormal Returns
2 days ago
3 MIN READ
Metals
- If the price of gold is tethered to inflation, then it’s overvalued. (morningstar.com)
- Silver is having a moment. (etf.com)
Strategy
- Why trying to call a top is counterproductive. (awealthofcommonsense.com)
- The AI boom is different than the Dotcom bubble, but that doesn’t mean it isn’t risky. (disciplinefunds.com)
Finance
- A profile of Polymarket CEO Shayne Coplan. (forbes.com)
- GPUs are fast depreciating assets. (uncoveralpha.com)
Drink
- California’s wine industry is in crisis. (wsj.com)
- Even Germany’s beer industry is struggling. (unherd.com)
- Another sign the bourbon boom has topped out. (wsj.com)
ICE
- Homeland Security isn’t even trying to deport people to their home countries. (axios.com)
- The DHS has fired workers investigating civil rights abuses. (npr.org)
- Why is ICE holding so many people in solitary confinement? (axios.com)
The National Guard
- Deploying the Natural Guard is an expensive proposition. (theatlantic.com)
- Hawaii resident calls for the National Guard to be deployed in San Francisco. (politico.com)
Policy
- The EPA produced a report on the danger of forever chemicals. The administration won’t release it. (propublica.org)
- The USDA has stopped measuring food insecurity. (grist.org)
- All the food aid that has been cut or cancelled. (projects.propublica.org)
- DOGE cuts have focused on the experienced government workers. (theatlantic.com)
- Once you see it, it is hard to unsee. The administration’s preference for firing black officials. (nytimes.com)
- How a state attorney general got rich on a state employee’s salary. (wsj.com)
- If you get $50,000 in a sting operation do you have to declare it on your taxes? (nytimes.com)
Global
- Japan is already feeling the impact of worker shortages in many fields. (on.ft.com)
- China and the U.S. are more alike than you think. (semafor.com)
- Russia has a new super app, Max, that provides even more levers of surveillance and control. (theatlantic.com)
- Australian housing prices have soared since 2020. (apolloacademy.com)
Economy
- The economic schedule for the coming week. (calculatedriskblog.com)
- What other economic releases are set to be delayed by the government shutdown. (econbrowser.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don’t miss out! Sign up for daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- A Q&A with Alex Morris, author of “Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.” (bigthink.com)
- A review of Andrew Ross Sorkin’s new book “1929: Inside the Greatest Crash in Wall Street History—and How It Shattered a Nation.” (wsj.com)
- A Q&A with Victor Haghani, co-author of “The Missing Billionaires: A Guide to Better Financial Decisions.” (barrons.com)
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