Sunday links: expensive insurance
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- Sometimes you end up buying the top. (tker.co)
- The stock market is always changing. (awealthofcommonsense.com)
- Markets hate geopolitical risks. (mrzepczynski.blogspot.com)
Strategy
- Options are expensive form of insurance. (disciplinefunds.com)
- How to build an indexed portfolio. (humbledollar.com)
Companies
- Robinhood ($HOOD) is pressing their advantage with a push into sports betting. (howardlindzon.com)
- StubHub has filed for an IPO. (axios.com)
- How side letters work. (cashandcarried.substack.com)
DOGE
- Six theories of DOGE. (cato.org)
- Who actually runs DOGE. (nytimes.com)
- Even in agencies not yet targeted, the business of government has ground to a halt. (npr.org)
- More Americans are going to have to visit SSA offices to gain benefits. (thinkadvisor.com)
- Even private weather forecasters don’t want to see cuts at NOAA. (axios.com)
Trump
- Don Moynihan, “The Trump presidency is, as much as anything, a project of purging and erasing large parts of America, of people, ideas, capacities, and knowledge.” (donmoynihan.substack.com)
- Why Trump keeps reaching for increasingly obscure, outdated pretexts to gain power. (nytimes.com)
- Why does the White House need Starlink? PS, it doesn’t. (theverge.com)
Economy
- Stagflation is historically kind of rare. (carsongroup.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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