Sunday links: meaningless slogans
Tadas Viskanta
Abnormal Returns
1 day ago
3 MIN READ
Strategy
- Why long-term investors can’t simply ignore (inevitable) bad news. (tker.co)
- Why are investors seemingly holding more cash than usual? (awealthofcommonsense.com)
ETFs
- Corgi Investments launched 35 ETFs in one day. (reuters.com)
- Leveraged ETFs are going to try your patience. (marketsentiment.co)
Finance
- There is no shortage of ‘zombie unicorns’ in Silicon Valley. (economist.com)
- Venture capital is bifurcating. (investing101.substack.com)
- The PE industry has lobbied effectively to keep the carried interest loophole. (cashandcarried.substack.com)
DRAM
- Rising memory prices are going to hit nearly every tech company, Apple ($AAPL) included. (asymco.com)
- How DRAM shortages are affecting smaller manufacturers. (cnbc.com)
Companies
- Costco’s ($COST) greatest success may be the Kirkland brand. (readtrung.com)
- How O’Reilly Auto ($ORLY) became a powerhouse. (fiscal.ai)
Housing policy
- The ROAD Act is better than you think. (newsletter.mikekonczal.com)
- The YIMBY movement is winning. (theargumentmag.com)
Government data
- Data dumps are meant to obfuscate as much as illuminate. (thebulwark.com)
- Public comment systems are getting overwhelmed with AI-written messages. (msn.com)
Public health
- More than 5 million people have dropped ACA insurance coverage. (npr.org)
- Why Elon Musk doesn’t want to talk about USAID. (theargumentmag.com)
Defense
- More spending on drones is inevitable. Who benefits? (barrons.com)
- For Russia, the situation in Crimea is deteriorating. (wsj.com)
- A profile of a Ukrainian unit launching long range drone strikes. (npr.org)
Policy
- “Alligator Alcatraz” is no more. (politico.com)
- The U.S. is still illegally blowing up boats. (defector.com)
- Disaster aid decisions from FEMA seem increasingly political. (nytimes.com)
- Projects in Washington DC, and the White House, are pulling funds from national parks. (theatlantic.com)
- Cardiff Garcia talks with Martha Gimbel, executive director of The Budget Lab at Yale, about debt, deficits and taxes. (podcasts.apple.com)
- Trump Accounts are a diversion. (crr.bc.edu)
Economy
- Oil prices are down, but don’t expect retail prices to come down much. (axios.com)
- Kevin Warsh’s approach at the Fed is still unwritten. (axios.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
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