Sunday links: optimism and pessimism
Tadas Viskanta
Abnormal Returns
2 days ago
3 MIN READ
Companies
- Globalization has been good for the profit margins of U.S. companies. (tker.co)
- Ten of the best founder-led companies including Axon Enterprises ($AXON). (fiscal.ai)
- History says AI won’t end with mass unemployment. (humbledollar.com)
ETFs
- Most investors don’t understand the yield on option strategy ETFs. (wsj.com)
- Don’t let a celebrity name steer you into a ETF. (roberthuebscher.substack.com)
Crypto
- Robinhood ($HOOD) is at the forefront of a lot of trends in markets. (marketwatch.com)
- Why the crypto industry wants to tokenize equities. (bloomberg.com)
- The crypto industry wants in on the housing market. (nytimes.com)
Finance
- How a modern stock scam works. (herbgreenberg.com)
- SPACs are once again targeting hot sectors like crypto. (sherwood.news)
AI
- Why AI researchers are getting pro athlete type pay packages. (spyglass.org)
- AI for law firms just isn’t there yet. (cashandcarried.substack.com)
- Has AI made ‘learn to code’ obsolete? (freethink.com)
- AI users don’t click through to original sources. (engadget.com)
- AI emissions could soon top that of aviation. (sherwood.news)
Global
- South Korea’s stock market is off to a good start, YTD. (ft.com)
- China is having its own middle class economic angst. (nytimes.com)
- How Europe is cracking down on migrants. (nytimes.com)
- Funding is needed to track Ukrainian children abducted by Russia. (semafor.com)
- The countries where people change religion the most. (pewresearch.org)
Crime and punishment
- America’s prison population is set to meaningfully decline. (theatlantic.com)
- Why are are ICE officers covering their faces? (theguardian.com)
Policy
- Cybersecurity is a joint function of business and government. Government is opting out. (cybersecuritydive.com)
- Members of the military swear an oath to the Constitution, not the President. (theatlantic.com)
- The BBB is an attack on the green energy industry in the U.S. (noahpinion.blog)
- RFK Jr. isn’t content to put just American children at-risk. (theatlantic.com)
- An unpredictable administration is one other countries don’t want to negotiate with. (programmablemutter.com)
Economy
- What the University of Michigan surveys tell us about consumers. (bloomberg.com)
- High income Americans are more satisfied, but not by much. (wsj.com)
- The economic schedule for the coming (holiday) 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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