Monday links: volatility spikes
Tadas Viskanta
Abnormal Returns
5 days ago
2 MIN READ
Companies
- Nvidia ($NVDA) is planning to build its first factories in the U.S. (venturebeat.com)
- With a recession in sight, companies are pulling back on office leasing. (wsj.com)
Trading
- Crypto platform Kraken is rolling out equity trading. (theblock.co)
- Broker WeBull ($BULL) is now public. (businessinsider.com)
Tariffs
- ‘Country of origin’ rules are squishy. (npr.org)
- Should tariffs ever be part of an industrial strategy? (paulkrugman.substack.com)
- Thanks to tariffs, the Bloomberg newsroom is humming. (semafor.com)
China
- Xi is visiting countries affecting by U.S. tariffs. (semafor.com)
- What would a real anti-China trade policy look like? (noahpinion.blog)
- China is cutting back the number of Hollywood movies released. (sherwood.news)
White collar crime
- The Trump administration is pulling back efforts to combat white collar crimes. (wsj.com)
- The idea of ‘conflicts of interest’ are out the door in Washington today. (theatlantic.com)
Social Security
- Geoffrey T. Sanzenbacher, “(A)ll the research suggests that unauthorized immigrants actually improve the fiscal health of Medicare and Social Security.” (crr.bc.edu)
- Social Security is now an immigration enforcement tool. (axios.com)
- Social Security needs reform, sooner rather than later. (theconversation.com)
Economy
- What happens when foreigners turn against U.S. capital markets. (optimisticallie.com)
- How rising long-term rates (negatively) affect the U.S. economy. (bonddad.blogspot.com)
- Consumer sentiment is at recessionary levels. (econbrowser.com)
- The shrinking of the ‘shadow economy’ is well under way. (axios.com)
- Why the U.S. dollar is falling. (reuters.com)
Earlier on Abnormal Returns
- Adviser links: seeing the future. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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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