Sunday links: never ending uncertainty
Tadas Viskanta
Abnormal Returns
1 month ago
3 MIN READ
Strategy
- Why you can safely ignore the public pronouncements of hedge fund managers. (awealthofcommonsense.com)
- Fingers crossed, uncertainty will decline next week. (tker.co)
- People confuse stocks and flows all the time. (capitalgains.thediff.co)
Buffered ETFs
- Investors are swapping low vol ETFs for buffer ETFs. (ft.com)
- On the risks of buffered ETFs. (humbledollar.com)
Finance
- Berkshire Hathaway ($BRK.A) is sitting on a record $325 billion in cash. (barrons.com)
- Why firms like Citadel Securities and Jane Street are lightly regulated. (on.ft.com)
- Sports books are steering clear of the election prediction markets for now. (sportico.com)
- When the head of an investment bank goes full MAGA, the case of Howard Lutnick. (wsj.com)
Work
- How early career success can work against you. (awealthofcommonsense.com)
- Some employers are cracking down on seemingly small transgressions. (axios.com)
- How Iceland’s four-day workweek experiment has gone. (cnn.com)
- Data on how to write an e-mail people will actually open. (fastcompany.com)
- Why Gen Z has a different approach to work. (economist.com)
Elon Musk
- The Pentagon is desperately dependent on SpaceX. (vox.com)
- Why does Elon Musk still have a security clearance? (theatlantic.com)
- Why Musk would eventually get pushed aside in a second Trump administration. (noahpinion.blog)
Election integrity
- Every election has some irregularities, but before 2020 few believed it was systematic or largely partisan. (edgyoptimist.substack.com)
- Nobody claims that voter rolls are perfect. (npr.org)
- Voting has never been more secure than it is right now. (scientificamerican.com)
Disinformation
- Russia is working overtime to produce election disinformation. (nbcnews.com)
- Combating disinformation is a 24/7 job. (nytimes.com)
Immigration
- Mass deportation is a tool of fear. (vox.com)
- A Trump administration would likely target legal immigration levels as well. (theverge.com)
- Could child separation happen again? (politico.com)
Abortion
- Women are dying in states with strict abortion laws as medical providers fear prosecution. (propublica.org)
- Why Texas is a particularly dangerous state to miscarry. (propublica.org)
Policy
- Government is about fixing problems, not expressing grudges. (noahpinion.blog)
- Few Americans are covered by flood insurance. (econofact.org)
- How physical labor forces people into early retirement. (crr.bc.edu)
- Why we can’t have nice things: the abuse of 988 hotline counselors. (npr.org)
- Has San Francisco turned the corner? (city-journal.org)
Economy
- Consumer sentiment is finally catching up to economic reality. (econbrowser.com)
- Labor market weakness underlines Fed foot dragging. (disciplinefunds.com)
- Fed rate hikes have not slowed down the American consumer. (apolloacademy.com)
- A lot of trends turned for the better in 2024. (danieldrezner.substack.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)
- 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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