Sunday links: the pursuit of money
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- U.S. stocks haven’t underperformed foreign stocks this badly since 1993. (ft.com)
- Why muni bonds look attractive. (barrons.com)
Strategy
- Investors shouldn’t think bullish or bearish, but risk and reward. (awealthofcommonsense.com)
- Why 100% US stocks doesn’t make sense. (humbledollar.com)
Trends
- Companies are not yet seeing a drop off in expectations. (theirrelevantinvestor.com)
- Individual investors are sticking with their plans. (wsj.com)
- Tariff talk aside, Americans are still spending. (wsj.com)
- What could knock American consumers (and investors) off their game? (awealthofcommonsense.com)
Technology
- Meta ($META) is apparently unable (or unwilling) to police fraud on its platforms. (on.ft.com)
- Is Apple ($AAPL) falling behind on hardware? (fastcompany.com)
- AI models don’t think. They do something else. (wsj.com)
Policy
- Noah Smith, “The purpose of MAGA’s isolationism is fundamentally a destructive one.” (noahpinion.blog)
- How the cabinet secretaries mirror the President. (theatlantic.com)
- A timeline of the administration’s assault on science. (statnews.com)
- The administration has cut 10 percent of workers at the Forest Service. (politico.com)
- The IRS is losing a third of its work force. (wealthmanagement.com)
- The administration is ramping up its data surveillance of citizens. (theatlantic.com)
Economy
- More Americans are making the minimum credit card payment. (apolloacademy.com)
- Why the Fed should be more willing to adopt policy rules. (macroeconomicpolicynexus.substack.com)
- The economic schedule 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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