Sunday links: a feedback loop of short-termism
Tadas Viskanta
Abnormal Returns
8 hours ago
3 MIN READ
Markets
- How ‘HALO’ explains the 2026 stock market. (wsj.com)
- Bitcoin needs a new narrative. (finance.yahoo.com)
Private assets
- Investors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com)
- Boaz Weinstein’s Saba Capital wants to buy stakes in Blue Owl funds. (wsj.com)
- Why private equity loves the marina business. (ft.com)
Venture capital
- VC exits have become more diversified over time. (tomtunguz.com)
- Series A checks keep getting bigger. (pitchbook.com)
AI
- Just how much the hyperscalers plan on spending in 2026. (apolloacademy.com)
- The pros and cons of AI. (awealthofcommonsense.com)
- What explains the AI backlash? (nytimes.com)
- South Korea loves AI. (politico.com)
Tariffs
- Noah Smith, “What was the point of these tariffs? It has never really been clear.” (noahpinion.blog)
- Tariff uncertainty isn’t going anywhere. (apricitas.io)
- Trump is only digging in deeper. (emptywheel.net)
- Tariffs are still unpopular. (gelliottmorris.com)
- Companies are once again left in a lurch. (wsj.com)
- There are some winners from the Supreme Court’s decision. (ritholtz.com)
- Why the trade regime will never go back to normal. (wsj.com)
Regulation
- OSHA has dramatically cut back its workplace inspections. (nytimes.com)
- The EPA is rolling back regulations on mercury emissions from coal plants. (theguardian.com)
ICE
- ICE has detained scores of American citizens. (propublica.org)
- How the administration is getting away with illegal renditions. (newyorker.com)
- This UK tourist with a valid visa was detained by ICE for weeks. (theguardian.com)
- This tow truck driver is returning vehicles of people snatched by ICE. (cbsnews.com)
Washington
- In Washington DC, everywhere you look you see Donald Trump’s face. (wapo.st)
- For some reason the OMB Director has a security detail of a dozen marshals. (newrepublic.com)
- When a federal prisoner gets the royal treatment. (propublica.org)
Economy
- Residential investment has stalled out. (econbrowser.com)
- Consumers are starting to dig into their savings to support consumption. (bonddad.blogspot.com)
- The economy is changing as fast as ever. Economic statistics need to keep up. (stayathomemacro.substack.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)
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