Sunday links: fighting over a dead squirrel
Tadas Viskanta
Abnormal Returns
1 month ago
3 MIN READ
Markets
- Beware analysts waving away complications. (tker.co)
- Thinking about the Mag Seven stocks as one big conglomerate. (brklyninvestor.com)
- Why it’s harder to stay the course with a individual company vs. the market index. (newsletter.rationalwalk.com)
- Why bubbles may repeat. (acadian-asset.com)
Finance
- The private equity industry is increasingly dominated by the ‘big six.’ (wsj.com)
- The UK investment industry doesn’t have patience for Boaz Weinstein. (wsj.com)
ETFs
- The U.S. ETF market is booming. (riabiz.com)
- Buffer ETFs are a solution in search of a problem. (morningstar.com)
Musk
- Companies that Elon Musk controls have generated some $20 billion in revenue from federal contracts over the past five years. (fortune.com)
- Musk-controlled companies have in the past relied on undocumented workers. (bloomberg.com)
- Banks have largely gotten themselves out from under their Twitter buyout loans. (ft.com)
ICE
- ICE is struggling to increase its arrest numbers. (msn.com)
- The bottlenecks that are preventing mass deportations, for now. (axios.com)
- ICE wants you to think it is doing more than it is. (theguardian.com)
CFPB
- It’s not just about crypto. The elimination of the CFPB means open season on American consumers. (paulkrugman.substack.com)
- The elimination of the CFPB also creates uncertainty for financial institutions. (nationalmortgageprofessional.com)
- Ending the CFPB isn’t exactly a populist position. (ft.com)
Democracy
- The GOP supported the National Endowment for Democracy until Musk took note. (politico.com)
- By this global measure, the U.S. is no longer all that democratic. (danieldrezner.substack.com)
DOGE
- Republicans in Congress are apparently okay with Musk running roughshod through the government. (theatlantic.com)
- Why officials have the obligation to say no to unlawful DOGE demands. (techdirt.com)
- DOGE is an assault on the idea of civil service. (theatlantic.com)
- Why DOGE is unconstitutional. (washingtonpost.com)
Policy
- Want to cut federal spending? Cut private contractors. (theatlantic.com)
- Contrary to campaign assurances, the Trump administration is filled with Project 2025 authors. (axios.com)
- Trump 2.0 is hellbent on accelerating climate change. (newyorker.com)
- Halting clinical trials is dangerous and unethical. (statnews.com)
- The cruelty is the point. (theatlantic.com)
Global
- Why Europe needs to step up efforts to boost their economies (and militaries). (noahpinion.blog)
- China’s demographic decline is accelerating. (ft.com)
- America’s enemies likely see an opening amid the chaos. (theatlantic.com)
- Japan is finally taking steps toward real reform. (konichivalue.com)
Economy
- Some signs of continued economic growth. (apolloacademy.com)
- Is policy uncertainty going to hold back the economy? (nytimes.com)
- It’s hard to have kids without someplace to live. (papers.ssrn.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. (abnormalreturns.com)
Mixed media
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