Sunday links: fading the Fed
Tadas Viskanta
Abnormal Returns
2 weeks ago
2 MIN READ
Markets
- The 2020s has seen nothing but big market moves. (awealthofcommonsense.com)
- 30-year mortgage rates are at a six-month high. (axios.com)
Strategy
- Don’t let dividends take the wheel of your portfolio. (downtownjoshbrown.com)
- Or your expectations for the Fed. (tker.co)
Companies
- Good luck making a positive case for an Intel ($INTC) turnaround. (wsj.com)
- Crowdstrike ($CRWD) stock has bounced back from its July outage. (ft.com)
- OpenAI didn’t really have a choice but to go for-profit. (spyglass.org)
Finance
- If the IPO window reopens, private equity firms will be first in line. (ft.com)
- Centerview Partners is uniquely profitable. (wsj.com)
DOGE
- DOGE isn’t really about cutting costs. (anildash.com)
- Want to cut costs? Fire the consultants. (thebignewsletter.com)
Policy
- The 118th Congress was uniquely unproductive. (axios.com)
- Homicides fell for the third straight year. (abcnews.go.com)
- The main arguments against immigration have been discredited. (econlib.org)
- Just because the SEC wins an award doesn’t mean it actually collects. (wsj.com)
- When tariffs are enacted, companies work overtime to find ways around them. (nytimes.com)
- Washington think tanks are being funded by a raft of foreign powers. (politico.com)
Economy
- The great yield curve inversion is over. (econbrowser.com)
- The U.S. consumer is still in good shape. (apolloacademy.com)
- Fertility rates are dropping around the world, but some factors explain the differential rates. (nber.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)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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