Sunday links: chipping away
Tadas Viskanta
Abnormal Returns
5 days ago
3 MIN READ
Markets
- A short history of bubbles. (ritholtz.com)
- Bubbles aren’t historically called out by so many people. (awealthofcommonsense.com)
- Cullen Roche, “you can’t asset allocate your way out of an unsustainable liability problem.” (disciplinefunds.com)
- You don’t have to have an opinion on gold. (brklyninvestor.com)
Business
- Companies don’t want the government as a shareholder. They are too afraid to say otherwise. (barrons.com)
- Why tobacco companies continue to generate huge profits. (economist.com)
Finance
- 24/7 trading is coming. It’s not clear we’re prepared. (barrons.com)
- A tale of the tape: prediction markets vs. election pollsters. (politico.com)
Fund management
- Morningstar ($MORN) just bought itself a conflict of interest. (riabiz.com)
- Are data centers really infrastructure investment? (altgoesmainstream.substack.com)
- Nobody wants mutual funds. Nobody. (etf.com)
Gambling
- The NBA gambling scandal explained. (natesilver.net)
- Why access to a NBA player is valuable. (nytimes.com)
- The leagues embraced sports betting. The chickens are coming home to roost. (sports.yahoo.com)
- Prop bets are a big part of the problem. (theatlantic.com)
- ESPN’s business is dependent on the NBA AND sports betting. (washingtonpost.com)
- Sports bettors are taking their losses out on players. (awfulannouncing.com)
ICE
- ICE applicants are struggling to meet already reduced fitness levels. (theatlantic.com)
- ICE is hiring people with criminal backgrounds. (nbcnews.com)
- Why ICE officers are largely above the law. (vox.com)
- How whistles have become a symbol of protest against ICE. (wsj.com)
- ICE will not have fun in NYC. (hamiltonnolan.com)
CISA
- The Cybersecurity and Infrastructure Security Agency has been gutted in Trump 2.0. (politico.com)
- And will no longer be able too coordinate with private businesses and other players. (cybersecuritydive.com)
The White House
- Trump’s fingerprints are all over the destruction of the White House. (wsj.com)
- The new ballroom will dwarf the actual White House. (msn.com)
- A bird’s eye view of the destruction of the East Wing. (arstechnica.com)
- Where did the rubble from the East Wing go? (theatlantic.com)
- The White House teardown is an apt metaphor. (paulkrugman.substack.com)
Trump
- The effects of Trump’s abuses of power will live on long past him. (axios.com)
- The President is an active user of AI generated images. (wsj.com)
- What happens to MAGA after Trump. (noahpinion.blog)
H-1Bs
- There is a better way to allocate H1-B visas. (agglomerations.substack.com)
- How changes to the H1-B program would affect colleges and businesses. (richmondfed.org)
Policy
- A new 10% tariff on Canadian goods is due to a television ad. (wsj.com)
- The National Parks Service is being slowly dismantled. (republic.land)
- How the shutdown is affecting food aid. (npr.org)
Economy
- Recessions have long lasting effects and can affect different generations. (wealthmanagement.com)
- A lot of questions will be answered in the next recession. (awealthofcommonsense.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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