Sunday links: legitimate contrarians
Tadas Viskanta
Abnormal Returns
5 days ago
3 MIN READ
Markets
- A great reminder that market returns can come in short bursts. (larryswedroe.substack.com)
- Foreign buyers have returned to buying US assets. (apolloacademy.com)
- Markets are NOT a casino. (howardlindzon.com)
Strategy
- What can you learn from the world’s best investors? Not much. (humbledollar.com)
- Steady as she goes as an investment philosophy. (bogumilbaranowski.substack.com)
- The market simply outlasts most contrarians. (awealthofcommonsense.com)
Companies
- Companies are paying to play in the Trump era. (axios.com)
- Will Apple ($AAPL) really pay Google ($GOOGL) for Gemini? (spyglass.org)
- Walmart ($WMT) has left Target ($TGT) in the dust. (sherwood.news)
- An investment in QXO ($QXO) is a bet on Brad Jacobs. (barrons.com)
- TSMC’s ($TSM) Arizona operations is now profitable. (taipeitimes.com)
Fund management
- What constitutes success for private equity firms when it comes to individual investor exposure? (barrons.com)
- Vanguard is not resting on its laurels. (riabiz.com)
- Tom Lee’s first is planning two new Granny Shots ETFs. (etf.com)
- Hedge fund manager recommends you put more capital into hedge funds. (ft.com)
Voting
- A majority of Americans support mail-in voting. (axios.com)
- The president has no legal power to change election procedures. (theatlantic.com)
Law
- Michael J. Luttig, “The chief justice is presiding over the end of the rule of law in America.” (theguardian.com)
- Why the administration keeps appointing ‘interim’ U.S. attorneys. (politico.com)
Policy
- The revolving door is spinning in Trump 2.0. (politico.com)
- Medicaid cuts are beginning to hit home. (yahoo.com)
- Just how much has the administration cut from federal health agencies. (projects.propublica.org)
- The purge of senior leaders in the Pentagon continues. (washingtonpost.com)
- Public education is worth protecting. (theconversation.com)
- It shouldn’t need repeating but, slavery was bad. (theatlantic.com)
Europe
- Europe is losing ground on nearly every front. (wsj.com)
- Greece has taken a hard turn against migrants. (wapo.st)
- The price of beach umbrella rentals in Italy has become political. (nytimes.com)
- Why Europe resists air conditioning. (noahpinion.blog)
Economy
- Sam Ro, “The weaker the economy gets, the more the Fed matters.” (tker.co)
- It’s hard to see a good outcome for the American economy absent continued immigration. (theargumentmag.com)
- The economics and geography of haves and have nots in America. (agglomerations.substack.com)
- 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 links. (abnormalreturns.com)
- On the importance of learning who to ignore in an increasingly degenerate economy. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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