Sunday links: time as your enemy
Tadas Viskanta
Abnormal Returns
11 hours ago
3 MIN READ
Markets
- G7 yields are at their highest level in 20 years. (apollo.com)
- The Treasury yield curve is normalizing. (carsongroup.com)
Earnings
- This tech boom is being supported by higher earnings. (awealthofcommonsense.com)
- P/E is made up of both P and E. If you focus on P you might miss the E. (tker.co)
Strategy
- Understanding market history is necessary, but not sufficient, for investment success. (awealthofcommonsense.com)
- If you can’t clearly identify your edge, you likely don’t have one. (rogersplanning.blogspot.com)
Prediction markets
- Regulators have been slow to the issue of insider trading on prediction markets. (wsj.com)
- How Polymarket adjudicates disputed market outcomes. (barrons.com)
- How to keep the good parts of prediction markets. (bloomberg.com)
- Why this Las Vegas casino cancelled a prediction markets conference. (nypost.com)
Companies
- You can’t really talk about ‘the tech sector’ any more. (morningstar.com)
- Consumer companies are caught up in the plastics price increase. (barrons.com)
- Some companies that do earnings announcements right. (ritholtz.com)
- How luxury brands can have their cake and it too. (readtrung.com)
SpaceX
- SpaceX is aiming to go public on June 12. (wsj.com)
- It will hard for average American investors to avoid SpaceX. (slate.com)
- If companies are going public, should you be buying? (trendlabs.com)
Taxes
- How much revenue would closing the carried interest loophole raise? (axios.com)
- Wealth taxes are, at best, hard to implement. (econofact.org)
Policy
- The courts have overwhelmingly ruled against ICE. (politico.com)
- How the Trump administration is undermining the fight against public corruption. (npr.org)
- Trump really doesn’t want presidential records preserved for posterity. (newyorker.com)
- An example of how tariffs can be weaponized against industry competitors. (npr.org)
- A segment of border wall is going up in Big Bend, Texas, near the Rio Grande river, despite widespread local opposition. (newyorker.com)
- How septic tanks got caught up in the drive to eliminate DEI. (nytimes.com)
- Why is a cabinet member filming a reality show? (npr.org)
Russia
- Russia now uses FPV drones to hunt Ukrainian civilians. (wapo.st)
- Putin could end the war in Ukraine tomorrow. He chooses not to. (thebulwark.com)
Economy
- The growing stressors on American farmers.. (axios.com)
- On the structural break in American consumer sentiment. (econbrowser.com)
- Why don’t more Americans compare themselves to citizens in other developed countries? (paulkrugman.substack.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)
- Higher prices, not just inflation, will affect consumer sentiment for years to come. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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