Sunday links: unfolding reality
Tadas Viskanta
Abnormal Returns
16 hours ago
3 MIN READ
Markets
- Some reasons to be bearish including frothy retail behavior. (awealthofcommonsense.com)
- Low correlations should make for better stock picking, right, right?!? (tker.co)
Companies
- Apple ($AAPL) sued OpenAI for IP theft.. (spyglass.org)
- SK Hynix had a strong opening day in the U.S. (morningstar.com)
AI
- Why Zuck is launching ‘Meta Cloud.’ (spyglass.org)
- How Cloudflare ($NET) plans to combat AI scraping. (semafor.com)
- Crypto companies continue to pivot to AI. (bloomberg.com)
- What ultimately happens if frontier models become ‘commodity infrastructure’? (ben-evans.com)
Slop
- AI slop has come for coding. Who will clean up the mess? (giftarticle.ft.com)
- Social media is increasingly filled with AI slop. (404media.co)
- How to spot AI slop. (futurism.com)
Science
- The NSF plans to cut core science funding programs. (nature.com)
- America’s top universities are enrolling 15% fewer PhD students. (nytimes.com)
- When you dismantle the scientific funding ecosystem it’s hard to rebuild it. (whyisthisinteresting.substack.com)
- The administration is putting ideology over science. (noahpinion.blog)
- Independent science has been ‘an American virtue.’ (marginalrevolution.com)
- Seriously, this is really bad for American science. (danieldrezner.substack.com)
CDC
- The CDC cut funding for FoodNet which tracked pathogens like cyclospora. (huffpost.com)
- Why it’s been difficult to pin down the source of the cyclosporiasis outbreak. (washingtonpost.com)
- Our understanding of how Cyclospora spreads is limited. (theatlantic.com)
State and local
- Calls to cut property taxes abound, but states have to generate tax revenue one way or another. (axios.com)
- The Trump administration continues to deny disaster relief for blue states. (politico.com)
- Chicago’s public pension funds are ‘near insolvency.’ (ft.com)
Immigation
- The flow of refugees to the U.S. has essentially stopped. (notus.org)
- How noncitizen spouses are getting caught up in immigration sweeps. (npr.org)
- Alex Pretti and Renee Good’s murders have yet to be properly investigated. (theatlantic.com)
- This claim used to dispute birthright citizenship is bunk. (thebulwark.com)
Stay in touch
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Defense
- The US military lost dozens of Reaper drones in missions over Iran. (arstechnica.com)
- A look inside Helsing’s drone factory in Germany. (nytimes.com)
- Trump hasn’t killed NATO, yet. (theatlantic.com)
Economy
- Jevon’s paradox in the workplace. (apollo.com)
- Is AI investment immune to higher interest rates? (econbrowser.com)
- AI doesn’t outlaw the laws of economics. (rockandturner.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)
Mixed media
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