Sunday links: the continued spend
8 hours ago
2 MIN READ
Markets
- Markets just move faster these days. (awealthofcommonsense.com)
- The stock market is at all-time highs while consumer sentiment is at all-time lows. (trendlabs.com)
- Hungary’s stock market is having a moment. (ft.com)
- How HALO various industries are. (giftarticle.ft.com)
- Every crisis is different. (humbledollar.com)
Companies
- Is AI a threat to Wix ($WIX)? (fiscal.ai)
- How Quince mastered the supply chain. (bloomberg.com)
- The story of the New York Times ($NYT) is that of adaptation. (quartr.com)
States
- Letting state employees to retire at 55 with full pensions is a recipe for disaster. (allisonschrager.substack.com)
- Localities are increasingly facing budget deficits. (wsj.com)
ICE
- ICE detention facilities are still operating out of sight. (thebulwark.com)
- Medical neglect in ICE detention is not unusual. (newyorker.com)
- Why the administration has cut back on flashy immigration content. (axios.com)
Fiscal sustainability
- How older generations amassed so much political power. (theatlantic.com)
- How fertility affects long term fiscal sustainability. (econofact.org)
Law and order
- How’s FBI Director Kash Patel doing? (theatlantic.com)
- The Trump administration continues to re-write January 6th by vacating convictions. (npr.org)
- Birthright citizenship is related to lower youth crime rates. (marginalrevolution.com)
IRS
- Complicated tax returns are a policy choice. (theatlantic.com)
- The Direct File program worked, which is probably why it was killed. (fortune.com)
Policy
- The story of DOGE is only getting worse in retrospect. (wapo.st)
- Government workers keep receiving religious message from Trump officials. (wired.com)
- Transgender soldiers are sidelined, but still getting paid. (nytimes.com)
- The shutdown of the Kennedy Center is even more depressing than you think. (theatlantic.com)
Conflict
- Can the U.S. ramp up its submarine building? (wsj.com)
- How one-way attack drones have changed warfare. (theconversation.com)
- What Iran learned from the conflict in Ukraine. (ft.com)
Economy
- Why payroll whiplashes keep happening. (stayathomemacro.substack.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks last 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)
Mixed media
Terms and Conditions
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
Please see disclosures here.