Sunday links: aggressively independent
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- The stock market is, for now, shrugging off the weaker labor market. (awealthofcommonsense.com)
- Large cap earnings estimates are outpacing smaller fare. (tker.co)
- Prediction markets are having a moment. (howardlindzon.com)
Strategy
- You can’t be a successful investor if you are not open to new ideas. (disciplinefunds.com)
- The problem with concentration risk is psychological. (harveysawikin.substack.com)
Finance
- The IPO window is seemingly wide open. (ft.com)
- How is OpenAI going to pay for all this compute? (eaglepointcapital.substack.com)
AI
- AI voice cloning is getting really good. (wsj.com)
- Chat was the wrong form factor for initial AI use. (paulkedrosky.com)
- Professional photographers are increasingly running into the question: ‘Why take actual photographs when you can just use AI?’ (axios.com)
Law
- Brazil effectively prosecuted Bolsonaro for engaging in a coup. (nytimes.com)
- ICE is eyeing prisons that have been abandoned as outdated and unsafe. (wapo.st)
- The many ways the September 2 strike was unlawful. (justsecurity.org)
- You can’t declare war on a cartel. (defenseone.com)
Taxes
- The IRS is going to make it easier for companies to utilize lucrative tax shelters. (nytimes.com)
- Does tax avoidance by wealthy Americans trickle down? (papers.ssrn.com)
Policy
- On the chaos DOGE wrought at the Social Security Administration. (propublica.org)
- Widespread school shootings have spawned an entire industry. (npr.org)
- How the administration turned against Venezuelan immigrants. (newyorker.com)
- Don’t believe everything you hear from government officials. (npr.org)
Economy
- Why persistent inflation isn’t affecting consumers…yet. (theovershoot.co)
- AI will change jobs before it shows up in the employment data. (paulpodolsky.substack.com)
- The economic schedule for the coming week. (calculatedriskblog.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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