Sunday links: free of political interference
Tadas Viskanta
Abnormal Returns
1 day ago
3 MIN READ
Markets
- Ben Carlson, “The typical year isn’t a return of 8-10% but rather a wide range of big gains or big losses.” (awealthofcommonsense.com)
- It’s never been easier to be a stock market investor and harder to be a new home owner. (axios.com)
- Investments with Trump in the name have underperformed YTD. (wsj.com)
Prediction markets
- Why seemingly everyone is betting big on prediction markets. (howardlindzon.com)
- Kalshi and Polymarket post online like trolls. (frontofficesports.com)
ETFs
- Vanguard is set to launch new bond ladder ETFs. (riabiz.com)
- Is the ETF industry playing with fire on the tax avoidance front? (ft.com)
Companies
- Roblox ($RBLX) saw 150 million average daily users in Q3. (barrons.com)
- How Duolingo ($DUOL) became a household name. (quartr.com)
- A Q&A with Dave Denton CFO of Pfizer ($PFE). (sherwood.news)
- Lululemon’s ($LULU) founder is not happy with the current CEO. (wsj.com)
- Snap ($SNAP) is an equity dilution machine. (platformaeronaut.com)
Drugs
- Trump to pardon a former Honduran president serving a sentence in a drug-trafficking case. (msn.com)
- The military likely broke the rules of war in Caribbean boat attacks. (washingtonpost.com)
- It’s hard to argue for killing defenseless individuals. (execfunctions.org)
- Drug interdiction doesn’t typically bring down prices. (marginalrevolution.com)
DOGE
- Instead of saving money, DOGE may have cost the government billions. (fortune.com)
- Some former DOGE members fear they could be prosecuted for their actions. (techcrunch.com)
- DOGE has left chaos in its wake. (theverge.com)
Conflicts of interest
- Why foreign governments shower Trump with gifts. (theatlantic.com)
- David Sacks’ tenure in the administration is rife with conflicts of interest. (nytimes.com)
Health insurance
- Requests for assistance with health care bills was rising even before the repeal of ACA subsidies. (politico.com)
- ACA premiums are set, on average, to double. (ft.com)
Children
- Free preschool is a patchwork across the country. (wapo.st)
- Making sure children are fed shouldn’t be controversial. (econofact.org)
Policy
- The CISA is now largely on the sidelines as midterm elections near. (apnews.com)
- Why JP Morgan Chase ($JPM) is not donating to the White House ballroom. (thehill.com)
- A backlash is brewing against companies that work with ICE. (thebulwark.com)
Economy
- Q3 GDP is tracking around 3% growth. (calculatedriskblog.com)
- Consumer spending is chugging along. (apolloacademy.com)
- Construction workers are cleaning up in the data center boom. (wsj.com)
- It really is getting harder for new college graduates to find a job. (clevelandfed.org)
- 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 kid yourself. No one is above getting scammed. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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