Sunday links: how Mr. Market rolls
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- The impact of macro events can take longer than you think. (mrzepczynski.blogspot.com)
- Why gold has a unique reputation among investors. (humbledollar.com)
- 2025 is not that unusual stock-market wise. (awealthofcommonsense.com)
Berkshire Hathaway
- How Berkshire Hathaway ($BRK.A) came to own a big chunk of Apple ($AAPL). (readtrung.com)
- Berkshire Hathaway ($BRK.A) is living with the downside of success. (novelinvestor.com)
- Warren Buffett set a lot of good examples. (mastersinvest.com)
FEMA
- FEMA’s interim head lasted one day. (abcnews.go.com)
- FEMA will no longer go door-to-door after a disaster. (grist.org)
DOGE
- DOGE isn’t actually saving any money. (institutionalinvestor.com)
- Nor was it meant to. (theatlantic.com)
State and local
- Homicide rates continue to fall. (axios.com)
- Why can’t New York City have good mayors? (newyorker.com)
- The think tank that is trying to restrict benefits at the state level. (npr.org)
Power
- We are going to find out if ‘soft power’ matters. (danieldrezner.substack.com)
- The administration is usurping Congress, but Congress is nowhere to be found. (theatlantic.com)
- Members of the administration don’t take intelligence briefings very seriously. (danieldrezner.substack.com)
Policy
- Cancer cures are getting cut. (emptywheel.net)
- RIP, the Energy Star program. (insideclimatenews.org)
- Don’t criticize AI in this administration. (theverge.com)
- The Voice of America could soon be a OAN outlet. (cnn.com)
- Kathryn Anne Edwards, “The federal government is treating those who default on their college loans more harshly than those who cheat on their taxes.” (fa-mag.com)
Trade
- The US-UK trade deal is a ‘farce.’ (apricitas.io)
- Closing the de minimus rule is a boon for some businesses, but tariffs are still going to hurt. (nytimes.com)
- Tariffs are bad for the arcade business. (sherwood.news)
- Adam Smith was no fan of mercantilism. (marginalrevolution.com)
Economy
- How much economic activity got pulled forward due to tariffs? (tker.co)
- The economic data hasn’t rolled over yet into recession. (carsongroup.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- How to contribute to the Jonathan Clements Getting Going on Savings Initiative. (abnormalreturns.com)
- The gold dilemma isn’t going anywhere. (abnormalreturns.com)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.
