Sunday links: most of the time
Tadas Viskanta
Abnormal Returns
4 days ago
2 MIN READ
Markets
- If you invest long enough, there’s no avoiding a bear market. (awealthofcommonsense.com)
- There’s no way of avoiding drawdowns, even in the best performing stocks. (tker.co)
Companies
- Doordash ($DASH) keeps buying up former competitors. (cnbc.com)
- Palantir ($PLTR) is the big Trump 2.0 era winner. (sherwood.news)
- These were the highest paid CEOs in 2024. (wsj.com)
Finance
- Dan Rasmussen, “For years, private equity could do no wrong. But now it is starting to look like a massive money trap.” (ft.com)
- Apollo ($APO) is pushing for more ways to trade private credit. (fa-mag.com)
Fund management
- The Vanguard Total Stock Market Index Fund is a modern success story. (jeffreyptak.substack.com)
- Assets continue to flow into bond ETFs. (citywire.com)
- A look at the (profitable) index business of MSCI ($MSCI). (quartr.com)
Health policy
- Here’s hoping we don’t need a vaccine for bird flu any time soon. (thebulwark.com)
- More food borne illness outbreaks are going unreported by the FDA and the USDA. (msn.com)
- How the U.S. built the best market for generic drugs, and why that is now in danger. (marginalrevolution.com)
- The U.S. needs more hospital beds. (wsj.com)
Power
- The Roberts Supreme Court is going out of its way to bypass precedent and process. (newyorker.com)
- Donald Trump is on a pardons spree. (vox.com)
- Donald Trump is nothing if not impatient. (theatlantic.com)
Policy
- Why the administration wants you to ignore the CBO scoring of the BBB. (gelliottmorris.com)
- Plans to revamp state unemployment systems are getting cut. (axios.com)
- CISA leadership has been purged. (cybersecuritydive.com)
- The FBI leadership purge is underway. (nytimes.com)
Economy
- Why has service cost growth slowed? (noahpinion.blog)
- More signs of a slowdown in the housing market. (advisorperspectives.com)
- Influential economist Stanley Fischer has died. (on.ft.com)
- If you are going to take down modern economics, you at least need to propose an alternative. (noahpinion.blog)
- 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)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
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