Sunday links: misinformation and lies
Tadas Viskanta
Abnormal Returns
2 weeks ago
3 MIN READ
Strategy
- Brett Steenbarger, “Successful traders identify what *is* happening and respond quickly. They don’t become caught up in what they think will happen or what should happen.” (traderfeed.blogspot.com)
- If you are nervous about the stock market, you are likely taking too much risk. (theirrelevantinvestor.com)
- Everybody needs a cheat day, when it comes to their investments. (tker.co)
- The case for learning by doing when it comes to investing. (humbledollar.com)
Alternatives
- PE firms are backed up with unsold companies. (institutionalinvestor.com)
- Secondaries now dominate VC exits. (tomtunguz.com)
Fund management
- How bond ladder ETFs work. (morningstar.com)
- Fidelity is tokenizing one of its money market funds. (riabiz.com)
- Why Errol Morris made a documentary about DFA. (wsj.com)
X
- xAI has purchased Twitter. (cnbc.com)
- Companies are buying ads on X to keep Musk off their back. (ft.com)
- Your X posts were always fodder for xAI. Now at least it’s explicit. (spyglass.org)
Fraud
- The Javice-JP Morgan Chase ($JPM) fiasco ends with a conviction. (fortune.com)
- What is the ideal amount of fraud in startupland? (hunterwalk.com)
- Another fraudster, Carlos Watson, gets a commutation from Trump. (cnbc.com)
- The SEC is giving a pass to the Hawk Tuah Coin. (tmz.com)
Global
- Europe has not choice now but to re-arm. (theatlantic.com)
- Poland is an economic growth success story. (apolloacademy.com)
- America First is a myth in a globalized world. (theatlantic.com)
- Greenland isn’t as big as you think. (bloomberg.com)
- Why MAGA hates Europe. (wsj.com)
The Pentagon
- The Department of Defense plans further civilian job cuts. (msn.com)
- But Pete Hegseth’s brother did get a job at the Pentagon. (defensenews.com)
- Pete Hegseth’s wife attended meetings with foreign officials where sensitive information was discussed. (wsj.com)
- How much the military mission at the Mexico border is costing taxpayers. (cnn.com)
- Startup defense contractors are in need of secure facilities. (nytimes.com)
Immigration
- How a crackdown on immigration could negatively affect tax revenue. (axios.com)
- How high-skill immigrants help the economy. (axios.com)
DOGE
- Is DOGE an actual government agency? The administration wants to have it both ways. (cnn.com)
- How DOGE could actually end up increasing the deficit. (theatlantic.com)
- DOGE is planning to rapidly rebuild SSA’s aging code base. (arstechnica.com)
- The FDIC had a staffing issue even before DOGE. (axios.com)
Trump
- Scott Sumner, “We’ve become like Hungary, with Trump instead of Orban. Trump is our caudillo.” (scottsumner.substack.com)
- The Trump administration is a misinformation machine. (nytimes.com)
- Why you can’t be sanguine about what is happening in the U.S. these days. (dancarlin.com)
- Why Trump wants to bring Big Law to heel. (wsj.com)
Economy
- American businesses are feeling whipsawed. (noahpinion.blog)
- The era of cheap stuff is coming to an end. (wsj.com)
- How big a deal is the ‘wealth effect’ on the economy? (awealthofcommonsense.com)
- Where in the U.S. government transfer payments are the highest. (ft.com)
- Food banks are struggling with funding cuts. (reuters.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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