Sunday links: great technological upheaval
Tadas Viskanta
Abnormal Returns
5 hours ago
2 MIN READ
Markets
- Higher real yields are acting like competition for stocks. (trendlabs.com)
- Market indicators often work until they don’t. (humbledollar.com)
- What ISN’T working in this market environment? (awealthofcommonsense.com)
AI
- Keeping up with AI developments is a full time job. (spyglass.org)
- Companies have suddenly decided to ration AI use. (wsj.com)
- AI is unique in that big companies are making huge bets. (asymco.com)
- AI doesn’t have to be smarter than humans to be transformative. (noahpinion.blog)
Energy
- The Trump administration admits that it cancelled energy projects in blue states. (nytimes.com)
- The administration’s crackdown on clean energy projects is also a jobs killer. (bloomberg.com)
Law and order
- Trump’s personal lawyers are all over the government. (vox.com)
- Good luck trying to get clemency if you don’t have connections to the administration. (nytimes.com)
- Taylor Farms went to the White House amidst the search for cyclospora. (wsj.com)
- Crime rates are falling, no one is really sure why. (reason.com)
Immigration
- Retirement communities are struggling with labor shortages due to the immigration crackdown. (nytimes.com)
- ICE is still looking to expand capacity. (theatlantic.com)
SNAP
- Food banks are feeling the impact of SNAP reductions. (axios.com)
- Faced with new paperwork, people are losing SNAP eligibility. (nytimes.com)
- What’s behind the drop in SNAP enrollment? (newsletter.platypuseconomics.com)
The Pentagon
- Are we getting the full story on the war in Iran from the Pentagon? (theatlantic.com)
- We shouldn’t be encouraging military pilots to mess around. (theatlantic.com)
Economy
- New tariffs equal higher policy uncertainty. (econbrowser.com)
- There’s never a shortage of human wants and desires, hence economic growth. (tker.co)
- Electrical components and transportation equipment employment are bucking the overall (down) manufacturing trend. (agglomerations.eig.org)
- The economic schedule for the coming week. (economicweekly.substack.com)
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Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- What you missed in our Friday linkfest. (abnormalreturns.com)
Mixed media
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