Sunday links: market mood swings
3 weeks ago
2 MIN READ
Markets
- Mortgage rates are back to early 2023 levels. (axios.com)
- Nvidia ($NVDA) dominates the list of the biggest single-day market cap moves. (visualcapitalist.com)
Strategy
- Are money market fund assets a bond substitute or stock substitute? (awealthofcommonsense.com)
- Why great companies don’t always make for great stocks. (humbledollar.com)
ETFs
- What’s left to be ETF’d? Stuff that probably doesn’t belong in an ETF. (wsj.com)
- Buffered ETFs keep gaining assets. (etf.com)
Immigration
- What the data says about immigration levels. (slowboring.com)
- On the benefits of high-skilled immigration on entrepreneurship. (pnas.org)
Economics
- Has the economics profession gotten too insular? (msn.com)
- Historical evidence that the Fed is too slow to react. (spheresofpossibility.substack.com)
Policy
- The U.S. is losing the information war. (noahpinion.blog)
- New tariffs would require Congressional approval. (econbrowser.com)
- How Erisa has helped American savers. (morningstar.com)
- 9/11 first responders are experiencing a range of health effects. (washingtonpost.com)
Economy
- Just how restrictive is monetary policy right now? (apolloacademy.com)
- Real average wages are on the rise. (econbrowser.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. (nytimes.com)
- Elder financial fraud is only going up. Maybe AI can help. (abnormalreturns.com)
- Noted personal finance writer Jonathan Clements is dying. He still has plenty left to teach us. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
Mixed media
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