Sunday links: fostering overconfidence
Tadas Viskanta
Abnormal Returns
1 day ago
3 MIN READ
Markets
- After a rough couple of years, the health care sector has broken out. (trendlabs.com)
- European stocks are sitting at all-time highs as well. (cnbc.com)
- The degenerate economy is only getting more degenerate. (howardlindzon.com)
Fund management
- Vanguard caught up in ETFs after a slow start. Where will the giant turn next? (barrons.com)
- Corgi is a new breed of ETF issuer. (cnbc.com)
- There is a reason why passive funds are trouncing active funds. (wsj.com)
- Risk management is job number one for fund managers. (humbledollar.com)
AI
- SpaceX ($SPCX) has closed its acquisition of Cursor. (pitchbook.com)
- How the AI buildout is fueling demand for industrial equipment. (wsj.com)
- Texas leads the way in planned data center construction. (apollo.com)
- The administration’s approach to AI is chaotic, at best. (nytimes.com)
- Alex Kantrowitz talks with Paul Kedrosky about how the AI bubble burts. (podcasts.apple.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Elections
- The CISA has lost the trust of its supposed partners. (theatlantic.com)
- Voter registration is not a core competency of DMVs. (wsj.com)
Immigration
- ICE is primarily targeting people who have lived in the U.S. for years. (politico.com)
- Why the head of the Office of Homeland Security Statistics resigned. (theatlantic.com)
Health policy
- Why it’s taken so long to track down the source of cyclospora this summer. (nytimes.com)
- Despite protestations, people have died as a result of USAID cuts. (nbcnews.com)
- A study finds that Medicare for All would save lives (and money). (scientificamerican.com)
Conflicts of interest
- The bill for White House construction keeps growing. (wapo.st)
- The “Air Force One” scandal is actually five scandals. (doomsdayscenario.co)
- Trump-backed World Liberty Financial has received preliminary approval for a bank charter. (wsj.com)
- The corruption of this administration is out in the open. (danieldrezner.substack.com)
Economy
- The consumer vibes aren’t great. (tker.co)
- What is the bond market missing about the labor market? (morningstar.com)
- Tariff refunds as a fiscal stimulus. (apollo.com)
- GDP isn’t a perfect measure, but it’s the best we got. (fa-mag.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)
Mixed media
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