Sunday links: remaining humble
Tadas Viskanta
Abnormal Returns
6 days ago
3 MIN READ
Rates
- 30-year mortgage rates are once again above 7.0% (mortgagenewsdaily.com)
- TIPS are getting hurt worse than nominal Treasurys. (fa-mag.com)
- Some explanations for the Treasury sell-off. (mortgagenewsdaily.com)
- Treasury volatility is crazy high. (mrzepczynski.blogspot.com)
- If the U.S. Treasury market isn’t the global safe haven, what is? (nytimes.com)
Markets
- How good is the P/E ratio if E is uncertain? (tker.co)
- The stock market bottoms before the economy. (downtownjoshbrown.com)
- Buy-and-hold investors just keep buying. (theirrelevantinvestor.com)
Strategy
- During periods of market turmoil people want feel like they some control. (awealthofcommonsense.com)
- How to properly diversify your portfolio. (humbledollar.com)
Crypto
- Trying to put a number on how much the Trump family has profited from crypto. (bloomberg.com)
- The crypto industry’s lobbying effort has paid off, big time. (nytimes.com)
Companies
- The number one job of any company is not to go bankrupt. (polymathinvestor.com)
- Mammoth, i.e. Harry’s Razor Brand, wants to become a consumer goods giant. (nytimes.com)
- Evan McMurray, “Facebook’s final form is not digital connector, but digital bazaar.” (theatlantic.com)
Tariffs
- Smartphones and computer are now exempt from reciprocal tariffs. (cnbc.com)
- How Tim Cook got Apple ($AAPL) off the hook from tariffs. (wsj.com)
- Why U.S. spirit makers get caught up in every global trade spat. (nytimes.com)
- Tracking the ever changing tariff rates is a challenge. (apricitas.io)
- Tariff uncertainty goes up by the day. (paulkrugman.substack.com)
China
- China has plenty of options to cause the U.S. economic pain. (axios.com)
- Why tariffs are a strategic gift to China. (wsj.com)
Power
- Most of Trump’s biggest moves are based upon long forgotten ’emergency powers.’ (vox.com)
- Chemerinsky and Tribe, “If the government can disappear any people it wishes, dump them in a Salvadoran dungeon and prevent any court in this country from providing relief, we all should be very, very afraid.” (nytimes.com)
- The Presidency has been ascendant for decades now. (edgyoptimist.substack.com)
Voting
- The President has no constitutional authority in the conduct of elections. (theatlantic.com)
- Congress has no constitutional role in establishing voter qualifications. (slate.com)
- It’s clear that Trump isn’t over his 2020 election loss. (wapo.st)
Government
- HHS is in turmoil. (politico.com)
- The oversight of generic drugs is now in doubt. (thefdalawblog.com)
- Despite claims to the contrary, USAID is cutting lifesaving aid programs. (msn.com)
- The Forest Service is now less capable of fighting fires. (propublica.org)
- More than 13 million Americans almost totally reliant on Social Security for retirement income. (crr.bc.edu)
- DOGE has a hard time itemizing its ‘savings.’ (nytimes.com)
Economy
- 2025 Q1 GDP is tracking around 0% growth. (calculatedriskblog.com)
- Economic policy uncertainty is at a record high. (econbrowser.com)
- Tariff talk is not helping consumer sentiment. (econbrowser.com)
- Tariffs are a real challenge for the Fed. (mikekonczal.substack.com)
- The economic schedule, as it were, 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)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
Mixed media
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