Sunday links: stunted growth
Tadas Viskanta
Abnormal Returns
12 hours ago
3 MIN READ
Markets
- The stock market doesn’t know more about war than anyone else. (tker.co)
- Domestic fertilizer makers are cashing in on the Iran war. (ft.com)
- You can’t ignore the news, you can only manage it. (awealthofcommonsense.com)
IPOs
- Anthropic, OpenAI, and SpaceX are going to define the IPO market in 2026. (pitchbook.com)
- The stakes around these IPOs are impactful for everyday investors. (humbledollar.com)
- SpaceX’s investment bankers have a big wild card to deal with. (pitchbook.com)
ETFs
- DFA US Micro Cap ETF ($DFMC), a share class of an existing mutual fund, is now trading. (morningstar.com)
- Competition is coming to the box spread ETF space. (etf.com)
- Why ETFs are more tax friendly than mutual funds. (morningstar.com)
Iran
- Why the Strait of Hormuz has gotten more important over time. (nytimes.com)
- Even if the war ended today, energy infrastructure has been damaged. (economist.com)
- Too long we have dismissed the importance of the physical world. (wsj.com)
- Iran and the U.S. are fighting two very different wars. (foreignaffairs.com)
- Why you aren’t seeing photos or videos from inside Iran. (bloomberg.com)
- How the Iran war is threatening global food supplies. (npr.org)
DHS
- There may be no fixing DHS. (theatlantic.com)
- Another detainee has died in DHS custody. (nbcnews.com)
- What is going to happen to Kristi Noem’s detention warehouses? (theatlantic.com)
- The border wall with Mexico is growing, the environment be damned. (wapo.st)
Crime
- What’s behind the drop in crime rates? (wsj.com)
- Why alternatives to 911 are important. (papers.ssrn.com)
Fraud
- Trump has pardoned at least 70 people convicted of fraud. (nytimes.com)
- The administration is collecting visa fees it has no intention of fulfilling. (cato.org)
Democracy
- There’s no evidence of widespread voter fraud. (thebulwark.com)
- In less democratic countries incumbents manipulate elections to maintain power. (papers.ssrn.com)
- By this measure, the U.S. is no longer a democracy. (theguardian.com)
Government
- The IRS has been hollowed out. (brookings.edu)
- Why administration officials are camping out in military housing. (nytimes.com)
- James Fallows, “A national leader, who celebrates any prominent citizen’s death, is not fit to lead.” (fallows.substack.com)
Economy
- How economic chart crimes can rile us up. (awealthofcommonsense.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)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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