
Sunday links: crippled institutions
5 days ago
2 MIN READ
Strategy
- Nothing great happens without conviction. (investing101.substack.com)
- Great investors take (a lot) of notes. (polymathinvestor.com)
- Want to get wealthy? Own equity. (awealthofcommonsense.com)
$TRUMP
- Some firsthand reports from the $TRUMP gala. (cnbc.com)
- A look at the many deals the Trump family has struck in the past few months. (bloomberg.com)
- Crypto deals are the lingua franca of the Trump crowd. (wsj.com)
OpenAI
- Sam Altman wants to be the next Steve Jobs. (axios.com)
- The Altman-Ive video was kind of cringe. (sixcolors.com)
Finance
- Not everything should be in an ETF. (cnbc.com)
- Vanguard stands alone opting out of the crypto race. (blockworks.co)
- When an investing platform goes out of business, investors can be out of luck. (techcrunch.com)
- You’ve been warned. On the dangers of private equity. (wsj.com)
Policy
- Katherine Bersch, “I think people hope that you can break some things and then you fix them to make them better. But some of these systems are very old; you need to understand them before you break them.” (knowablemagazine.org)
- In the Republican budget you are paying more for less. (gelliottmorris.com)
- The destruction of USAID is an own-goal. (danieldrezner.substack.com)
- The attack on science harms the world, but harms the U.S. the most. (economist.com)
- The administration is openly hostile toward federal workers. (washingtonpost.com)
- Can judges trust the U.S. Marshals service? (wsj.com)
- Does the U.S. really need an official language? (newyorker.com)
Economy
- Rising global yields are definitely a thing. (economist.com)
- Container departures from China have not picked up. (apolloacademy.com)
- Why does the U.S. persistently run trade deficits? (libertystreeteconomics.newyorkfed.org)
- 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)
Mixed media
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