Sunday links: it’s a trap
Tadas Viskanta
Abnormal Returns
1 day ago
2 MIN READ
Markets
- Take a look at the (outstanding) performance of the S&P 500 since 2019. (awealthofcommonsense.com)
- The Dow is at an all-time high. (trendlabs.com)
- So is gold. (sherwood.news)
Strategy
- New stuff happens on Wall Street all the time. (downtownjoshbrown.com)
- Eddy Elfenbein’s 2026 buy list is here. (cws.substack.com)
Finance
- The crypto ecosystem runs on memes. (ft.com)
- Prediction market players are pushing for distribution. (howardlindzon.com)
- Groq employees are going to make out just fine in the Nvidia ($NVDA) deal. (axios.com)
YouTube
- YouTube just keeps gobbling up share. (giftarticle.ft.com)
- YouTube viewing thrives during the day. (nytimes.com)
ICE
- ICE is stepping up its surveillance efforts, privacy issues aside. (politico.com)
- ICE won’t even deport people who want to be deported. (usatoday.com)
- A look inside ICE’s vast media operations. (washingtonpost.com)
Policy
- Donating to Trump causes has paid off for many donors: a look at the data. (nytimes.com)
- DOGE broke stuff, lied about it, and eventually closed. (nytimes.com)
- Trump is itching to send checks out to people with his name on them. (theatlantic.com)
Economy
- How independent can the Fed every really be? (wapo.st)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you messed in our Saturday linkest. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Sal Khan, “I believe artificial intelligence will displace workers at a scale many people don’t yet realize.” (nytimes.com)
- Charlotte Blease, “If Dr Bot is to have a role, it will not be as an imitation priest in a white coat, but as part of a wider reckoning with what medicine is for and who it should serve.” (aeon.co)
- Cal Newport, “As 2025 winds down, however, the era of general-purpose A.I. agents has failed to emerge.” (newyorker.com)
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