Sunday links: energy levels
Tadas Viskanta
Abnormal Returns
20 hours ago
3 MIN READ
Stocks
- Just how much AI is driving the stock market. (morningstar.com)
- Looking ahead to 2028 earnings. (tker.co)
Rates
- What to make of rising interest rates. (awealthofcommonsense.com)
- Long term TIPS are now yielding near 3%. (bobeunlimited.substack.com)
ETFs
- The vast majority of new ETF launches are actively managed, and likely high fee. (wsj.com)
- The Tema Space Innovators ETF ($NASA) is now the largest space ETF on the market. (etf.com)
- Dave Nadig, Sumit Roy, Eric Balchunas and Todd Sohn talk ETF flows and more. (etf.com)
- The case for investing in the two parts of the Vanguard Total World Stock ETF ($VT). (elmwealth.com)
- It’s never been easier to launch an ETF. (etfcentral.com)
SpaceX
- Good luck to the managers of the SpaceX ($SPCX) IPO. (wsj.com)
- An investment in SpaceX is above all a bet on Elon. (wsj.com)
- What do investors get for $1.75 trillion? (newsletter.fiscal.ai)
- SpaceX as conglomerate. (semafor.com)
- An interesting tidbit from the SpaceX S-1. (pitchbook.com)
- What words show up most often in the SpaceX S-1? (readtrung.com)
- Mega IPOs don’t have a great short-term track record. (barrons.com)
- How Google ($GOOGL) has upended how the web works. (axios.com)
- Google ($GOOGL) is reviving an architectural wonder in downtown Chicago. (bloomberg.com)
Retail
- Fast delivery is changing shopping habits. (axios.com)
- Everything is a subscription business these days. (thehustle.co)
Defense
- Ukraine is now a player in the global arms market. (wsj.com)
- The world’s militaries are focusing on AI. (ft.com)
Immigration
- How the administration is hurting Dreamers. (axios.com)
- Confusion reigns among those seeking a green card. (semafor.com)
- How limiting low-skill immigration backfires. (klementoninvesting.substack.com)
Taxes
- Why IRS Direct File was killed. (defector.com)
- We are now seeing the costs of the OBBBA. (econbrowser.com)
- To fix Social Security you need to adjust taxes and benefits. Equity investments at this point are just window dressing. (crr.bc.edu)
Influence
- Sanctioned by the U.S. government? Call this guy. (bloomberg.com)
- How a $5 million donation to MAGA Inc. was quickly followed by flavored vapes being approved. (wsj.com)
Law
- State attorneys general are stepping up their anti-trust activities. (politico.com)
- The DOJ has scrubbed mentions of January 6th defendants from its website. (theguardian.com)
- The DOJ is now an active participant in conspiracy theories. (theatlantic.com)
- Courts are filling up with AI-generated lawsuits. (futurism.com)
- An actual win for free speech. (arstechnica.com)
Trump
- What’s behind all those stock trades in Trump’s personal account? (bloomberg.com)
- It’s hard to distinguish where Trump begins and the government ends. (axios.com)
- Trump’s DC perfectly reflects his character. (slate.com)
Policy
- Why does the Office of the Director of National Intelligence still exist? (thebulwark.com)
- Oh the irony. The Office of Federal Student Aid is hiring. (npr.org)
- Why cities should invest in more, better street lights. (theatlantic.com)
Economy
- The post-pandemic vibecession made sense, but why has it persisted? (theatlantic.com)
- How higher diesel prices are hitting businesses. (chicago.suntimes.com)
- Inflation expectations are ticking higher. (econbrowser.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)
- AI models are not a trusted fiduciary. Be careful. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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