Sunday links: doing their job
Tadas Viskanta
Abnormal Returns
18 hours ago
3 MIN READ
Oil
- How much higher will gasoline prices go? (natesilver.net)
- How do higher oil prices affect the stock market? (awealthofcommonsense.com)
Prediction markets
- The Kalshi and Polymarket CEOs are very public-facing. (npr.org)
- Kalshi is now targeting women as customers. (wsj.com)
- Betting on war is not a good look. (npr.org)
Private assets
- The stocks of the big private asset managers are feeling the pain. (awealthofcommonsense.com)
- Robinhood Ventures Fund 1 ($RVI) traded down on its debut. (pitchbook.com)
Companies
- Costco ($COST) wants to pass tariff refunds onto consumers. (axios.com)
- Even Nvidia ($NVDA) caves on some pretty basic DEI stuff. (linkedin.com)
- Which software companies are most at-risk from AI? (tomtunguz.com)
AI policy
- The U.S. is letting the chips fall where they may when it comes to AI. (om.co)
- If AI is a weapon, why don’t we regulate it? (noahpinion.blog)
ICE
Law and order
- The justice system has a shortage of public defenders. (theconversation.com)
- The path to a Trump pardon for the wealthy is now well worn. (nytimes.com)
- The courts have been the only effective way to push back against the administration’s actions. (thebulwark.com)
- Nine law firms failed the test. Four did not. (wsj.com)
Government
- The administration says it can’t process tariff refunds. (axios.com)
- Kari Lake’s tenure at U.S. Agency for Global Media was ruled improper. (politico.com)
- Every administration has conflicts of interest, but Trump 2.0 is unique. (propublica.org)
- The Federal government isn’t supposed to condition employment on political beliefs… (popular.info)
Iran
- The administration keeps coming up with new justifications for the Iran war. (theatlantic.com)
- The U.S. sank an Iranian ship returning from an international exercise in the Indian Ocean. (newrepublic.com)
- The U.S. also apparently blew up an Iranian elementary school. (yahoo.com)
- The Kurds are not a solution to the war in Iran. (thebulwark.com)
Economics
- The story around young adult employment and AI is still being written. (agglomerations.substack.com)
- The American tax system has a problem. (econofact.org)
- Can policy move the needle on low fertility? (crr.bc.edu)
Economy
- GDP nowcasts have shifted down in light of the war. (econbrowser.com)
- Net unauthorized immigration flows have turned negative. (apolloacademy.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)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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