Sunday links: a chaotic affair
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- Volatility clusters. (tker.co)
- What earnings estimates are doing, depends on your time horizon. (tker.co)
Private assets
- Why private assets are no portfolio panacea. (wsj.com)
- SPDR SSGA IG Public & Private Credit ETF ($PRIV) is struggling to attract assets. (investmentnews.com)
Companies
- It’s Spring! A look at Home Depot’s ($HD) big garden business. (wsj.com)
- How Apple ($AAPL) could turn the profit dial on its service offerings. (sixcolors.com)
- Shein and Temu are set to raise prices. (axios.com)
DOGE
- DOGE has injected a huge amount of uncertainty into the federal government. (theatlantic.com)
- Why you may not hear about the next foodborne illness. (eater.com)
- Lifesaving aid is sitting in a warehouse, unable to ship due to cancelled contracts. (theatlantic.com)
- The Defense Digital Service is resigning en masse. (politico.com)
- Chaos reigns when it comes to appliance regulations. (propublica.org)
- The CFPB has been gutted. (wired.com)
Policy
- Trade negotiations, done correctly, take time. (apolloacademy.com)
- The budget deficit isn’t going down any time soon. (slowboring.com)
- Trump has already declared more national emergencies than any other President. (axios.com)
Economy
- The (many) headwinds facing the economy. (apolloacademy.com)
- Air travel volume is flattening out. (calculatedriskblog.com)
- On the dangers of a less than independent Federal Reserve. (disciplinefunds.com)
- Manufacturing employment has been shrinking for decades. (awealthofcommonsense.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last 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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