Thursday links: endless new tickers
Tadas Viskanta
Abnormal Returns
3 weeks ago
2 MIN READ
Markets
- Why is the bond market so chill? (axios.com)
- The stock buyback boom is real. (finance.yahoo.com)
- On the growing concentration in the S&P 500. (novelinvestor.com)
ETFs
- Why bond indexing is more challenging than equities. (morningstar.com)
- Don’t hold your breath that the ETF industry is going to slow down churning out product any time soon. (etf.com)
- Why active ETFs are a better wrapper for strategies than mutual funds. (morningstar.com)
Companies
- Owen Tucker-Smith, “The Amazonification of Whole Foods Market is nearly complete.” (wsj.com)
- It’s hard to say Costco ($COST) and Walmart ($WMT) are cheap stocks. (advisorperspectives.com)
- Former Dow Jones Industrial Average member, Walgreen’s, is now private. (axios.com)
- Nobody thinks Apple ($AAPL) is taking AI seriously. (spyglass.org)
AI
- A look at some of the second-order effects of the AI buildout. (tomtunguz.com)
- The implementation of AI is not just a technical problem. (kyla.substack.com)
- AI is going eliminate jobs as well as amplify existing jobs. (thezvi.substack.com)
Public health
- The CDC is being hollowed out. (bloomberg.com)
- NIH cuts redound to the entire world. (nature.com)
- How cuts to Medicaid will affect the entire system. (nextavenue.org)
ICE
- Money is flowing freely through ICE. (theatlantic.com)
- A look at the companies that are flying planes for ICE. (ig.ft.com)
- All that ICE spending has to go somewhere. (farmersadvance.com)
Economy
- Real GDP increased at an annual rate of 3.3% in Q2 2025. (calculatedriskblog.com)
- Still no meaningful pickup in weekly initial unemployment claims. (bonddad.blogspot.com)
- The private sector can’t do what the BLS does. (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: a less central America. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: creating your own metrics. (abnormalreturns.com)
- Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Lawrence Yeo, “When you’re worried about what someone thinks of you, it’s rarely about that person’s opinions of you. It’s about your own opinions of yourself.” (moretothat.com)
- Harvey Sawikin, “Those who seek something beyond mere excellence must spend their careers in a penumbral space far past “good enough” but short of “perfect,” accepting that the latter state is unattainable.” (harveysawikin.substack.com)
- Matt Zeigler, “Sometimes standing for something means standing alone.” (cultishcreative.com)
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