Sunday links: extraordinary longevity
Tadas Viskanta
Abnormal Returns
4 weeks ago
3 MIN READ
Markets
- Why municipal bonds are underperforming in 2025. (morningstar.com)
- How much is too much U.S. stock exposure? (ft.com)
Buffett
- Warren Buffett is stepping down as CEO of Berkshire Hathaway ($BRK.A) (cnbc.com)
- Who is Greg Abel, the next CEO of Berkshire Hathaway ($BRK.A)? (wsj.com)
- Nir Kaissar, “Buffett has also quietly bucked the mythical archetype of the all-knowing Wall Street money manager. He never pretends to be omniscient or tries to be.” (bloomberg.com)
- Warren Buffett is still teaching us investing lessons. (tker.co)
- There will never be another Warren Buffett. (wsj.com)
Finance
- Why are money market fund expenses so sticky? (wsj.com)
- The prime brokerage business is booming. (ft.com)
- GP commitments in private equity are often an illusion. (cashandcarried.substack.com)
Florida
- Through 2022, Florida gained the most from migration from New York. (cbcny.org)
- Florida lawmakers are still trying to balance safety and costs for older condominium buildings. (npr.org)
States
- Texas is now coming after toothpaste makers. (arstechnica.com)
- A new way to deal with property taxes for older homeowners. (crr.bc.edu)
- The State of Oklahoma is putting 2020 election misinformation into the classroom. (popular.info)
Trump
- David Brooks, “I had forgotten how exhausting it is to live in Donald Trump’s world.” (nytimes.com)
- The first 100 days has delivered on Trump’s promise to extract revenge. (semafor.com)
- Six contradiction of Trump policy including ‘You can’t both eliminate the federal budget deficit and protect Social Security, Medicaid and other popular programs.’ (politico.com)
- How Trump is shaking down Paramount ($PARA). (motherjones.com)
- Trump is no fan of due process. (reuters.com)
Science
- The NIH is under siege. (science.org)
- Research funding cuts hit all over the country. (flowingdata.com)
- What is behind the antipathy towards science? (paulkrugman.substack.com)
Tariffs
- American ports are emptying out. (theatlantic.com)
- Small business are going to be most hurt by tariffs. (wsj.com)
- The products that we import which come primarily from China, including fireworks. (apolloacademy.com)
Economy
- The labor market hasn’t cracked, yet. (carsongroup.com)
- Imports don’t ‘subtract’ from GDP. (noahpinion.blog)
- The Federal Reserve needs an independent IG. (macroeconomicpolicynexus.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)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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