Sunday links: a desperate fallback
1 day ago
2 MIN READ
Markets
- The S&P 500 rose 1.45% in January 2026. (on.spdji.com)
- A look at just how crazy the silver market was this week. (rcmalternatives.com)
- The AI rollout is going to have a lot of downstream effects for companies. (tker.co)
Prediction markets
- Prediction markets have an insider trading problem. (theguardian.com)
- The NFL won’t allow prediction market ads during the Super Bowl. (frontofficesports.com)
Private assets
- Many small and mid-sized PE managers are struggling to close new funds. (pitchbook.com)
- On the legal differences between registered funds and private funds. (cashandcarried.substack.com)
Trump
- How an Abu Dhabi royal came to own 49% of World Liberty Financial. (wsj.com)
- Just how much the Trump family has profited in its first year of the administration. (newyorker.com)
ICE
- How ICE has put all law enforcement under a cloud. (theatlantic.com)
- The breakdown between local and federal law enforcement isn’t a good thing. (politico.com)
- In Minnesota, the federal government has violated at least five constitutional rights. (motherjones.com)
- ICE literally wants to rent warehouses across the country. (bloomberg.com)
- Poor conditions at ICE detention facilities are a tool of intimidation. (newyorker.com)
- Not many people want an ICE facility in their backyard. (axios.com)
Foreign policy
- The 2026 National Defense Strategy is not a serious document. (theatlantic.com)
- Tulsi Gabbard, director of national intelligence, is for some reason investigating the 2020 election results. (wsj.com)
- Nobody likes a bully. (wsj.com)
Policy
- Putting a number to the democratic backsliding under Trump. (ft.com)
- The GOP is once again embracing earmarks. (politico.com)
- How the nursing home industry got their way. (nytimes.com)
- Good luck to the new CEO of the IRS. (finance.yahoo.com)
Economy
- Some evidence that new college graduates are lagging, employment-wise. (newsletter.mikekonczal.com)
- U.S. population could actually decline in 2026. (bloomberg.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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