Sunday links: abandoning market capitalism
Tadas Viskanta
Abnormal Returns
5 days ago
3 MIN READ
Markets
- The stock market and the economy are telling two different stories. (tker.co)
- Is the AI bubble holding up the stock market and economy? (theatlantic.com)
Companies
- Google ($GOOGL) and Apple ($AAPL) can’t quit each other. (spyglass.org)
- Tesla ($TSLA) is not in the car business for the long haul. (theatlantic.com)
- Gillian Tett, “There is another implication of the AI boom: it is enabling CEOs to talk to their investors about business uncertainty without ever needing to mention Trump’s name at all.” (on.ft.com)
Private funds
- LPs really don’t want in-kind distributions. (cashandcarried.substack.com)
- Pension funds are pulling back on their private credit allocations. (on.ft.com)
ETFs
- Wes Gray, “(Y)ield products appeal to investors because they feel safe, but they’re typically tax-inefficient, expensive myths dressed up as secret sauce.” (bloomberg.com)
- Even muni bond investors prefer ETFs vs. mutual funds. (advisorperspectives.com)
Tennis
- Why the USTA asked ESPN to edit its broadcast. (awfulannouncing.com)
- The US Open is increasing for the uber-wealthy. (frontofficesports.com)
- The contrast between the grounds of the National Tennis Center and Queens is stark. (defector.com)
- How Andy Roddick became a star tennis podcaster. (nytimes.com)
Law
- How lawsuits have blunted some of Trump’s actions. (theatlantic.com)
- The Trump administration has little legal defense of its tariff policy. (politico.com)
- Are any of Trump’s ’emergencies’ actual emergencies? (theatlantic.com)
- Another indication the Trump administration wants less accountability, not more. (axios.com)
- Why do so many officials in the administration hold multiple, often interim, jobs? (theatlantic.com)
- The administration is proud of its ‘illegal, extrajudicial killings.’ (reason.com)
Regulation
- The Congressmen who don’t want to ban their own stock trading. (wsj.com)
- The FCC is rapidly removing regulation with little public input. (arstechnica.com)
- Most Americans don’t understand how complicated it is to apply for government aid. (theargumentmag.com)
Global
- Peronism was a disaster for Argentina’s economy. (theatlantic.com)
- Hungary’s Viktor Orbán now has real opposition. (thebulwark.com)
- With the U.S. having stepped aside, Russia is flooding the zone with disinformation. (theatlantic.com)
Work
- It hasn’t been this hard to find a job in years. (msn.com)
- Joy Lere, “Managers sit at the crossroads of strategy and execution.” (joylere.substack.com)
- On the death of the corporate job. (thestillwandering.substack.com)
- AI career anxiety is real. (axios.com)
Economy
- The labor market is weakening and pricing pressures remain. (noahpinion.blog)
- Measures of consumer sentiment are broken. (awealthofcommonsense.com)
- Health insurance premiums are only going in one direction. (ft.com)
- How is manufacturing holding up? (econbrowser.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)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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