Sunday links: unvarnished facts
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- Six market surprises from 2025 including international market outperformance. (awealthofcommonsense.com)
- These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com)
- Materials and energy sectors have been laggards. (trendlabs.com)
Finance
- Caveat emptor. On prediction markets you could very well be trading against someone with inside information. (axios.com)
- What is Greg Abel going do with all that cash? (wsj.com)
The press
- The new Pentagon press corps is not built for this moment. (apnews.com)
- A reporter reaching out via phone, e-mail or in person is not, by definition, harassment. (propublica.org)
- Fox News viewers are unique in their support of Trump. (gelliottmorris.com)
Venezuela
- Juan David Rojas, “Venezuela has more than 10 times the area and six times the population as Panama.” (unherd.com)
- Welcome to the Monroe Doctrine 2.0. (theconversation.com)
- We are setting a very dangerous precedent. (hamiltonnolan.com)
- Evidence from the Caribbean boat strikes is washing up on shore. (nytimes.com)
Social Security
- A reckoning for Social Security is coming sooner than politicians think (or want). (wsj.com)
- Social Security Administration customer service deteriorated in 2025. (spokesman.com)
Policy
- The Supreme Court has allowed ICE to act without regard to the Constitution. (theatlantic.com)
- When everything is immigrants’ fault, then nothing is. (paulkrugman.substack.com)
- DHS has co-opted Norman Rockwell as their own. (thebulwark.com)
- The federal government’s cybersecurity efforts are dying on the vine. (wired.com)
- Anti-poverty groups are struggling to keep up with demand. (npr.org)
- Remember Project 2025? We’re living it. (theatlantic.com)
Economy
- How much is AI spending driving the American economy? (thebulwark.com)
- The many risks facing the U.S. economy. (larryswedroe.substack.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this 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
- Ten best books from 2025 including: “Breakneck: China’s Quest to Engineer the Future” by Dan Wang. (tomtunguz.com)
- How “The Correspondent” by Virginia Evans became a big bestseller. (wsj.com)
- Some books worth reading from 2025 including: “Buffet & Munger Unscripted” by Alex Morris. (investmenttalk.co)
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