Sunday links: the arc of markets
Tadas Viskanta
Abnormal Returns
1 month ago
3 MIN READ
Markets
- Vocal market bears are dropping like flies. (ft.com)
- How to think about strategists’ one-year S&P 500 price targets. (tker.co)
Strategy
- Four types of investment mistakes including ‘Holding onto a loser for too long.’ (awealthofcommonsense.com)
- John Rekenthaler helped raise the bar for investment writing. (mutualfundobserver.com)
ETFs
- Jane Street is cleaning up on the ETF boom. (finance.yahoo.com)
- Blackrock ($BLK) is uniquely positioned to meld private markets and ETFs. (wsj.com)
- High profile pundits are jumping on the ETF train. (etftrends.com)
AI
- AI is already getting commodified. (wsj.com)
- How AI companies are injecting reasoning into their models. (theatlantic.com)
- Why there is so little transparency around the use of AI. (honest-broker.com)
- The AI boom is highlighting energy infrastructure bottlenecks. (press.airstreet.com)
- Will AI eat the browser? (crazystupidtech.com)
Notre Dame
- How France came together to rebuild Notre Dame. (on.ft.com)
- What it took to rebuild Notre Dame. (nytimes.com)
Budgeting
- The math on any additional tax cuts is tough. (prospect.org)
- Want to cut the federal budget deficit? Think defense, Social Security AND health care spending. (advisorperspectives.com)
- The government isn’t a business, and shouldn’t be run like one. (nytimes.com)
Voting
- Ranked choice voting had a bad year at the ballot box. (theatlantic.com)
- America is becoming less purple over time. (theconversation.com)
Policing
- Law enforcement officers are widely known to illegally sell weapons. (cbsnews.com)
- Don’t expect much ‘policing of the police’ over the next four years. (axios.com)
Policy
- The Biden administration could provide additional protections for these immigrants. (newyorker.com)
- No administration in history will have so many billionaires. (axios.com)
- We won’t notice the decline in state capacity until it is too late. (donmoynihan.substack.com)
- Climate policy IS economic policy. (slowboring.com)
- Defense IS manufacturing. (noahpinion.blog)
Economy
- How CPI works. (sherwood.news)
- Why older women are choosing to work longer. (wapo.st)
- Why everybody, not just economists, love FRED. (nytimes.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Mixed media
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Have you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
Mixed media
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