Sunday links: a chaotic affair
MarketsVolatility clusters. (tker.co)What earnings estimates are doing, depends on your time horizon. (tker.co)Private assetsWhy private assets are not a panacea. (wsj.com)SPDR SSGA IG Public & Private Credit ETF ($PRIV) is struggling to attract assets. (investmentnews.com)CompaniesA look at Home Depot's ($HD) big garden business. (wsj.com)How Apple ($AAPL) could turn the profit dial on service offerings. (sixcolors.com)Shein and Temu are set to raise prices. (axios.com)DOGEDOGE has injected a huge amount of uncertainty into the federal government. (theatlantic.com)Why you may not hear about the next foodborne illness. (eater.com)Lifesaving aid is sitting in a warehouse, unable to ship due to cancelled contracts. (theatlantic.com)The Defense Digital Service is resigning en masse. (politico.com)Chaos reigns when it comes to appliance regulations. (propublica.org)The CFPB has been gutted. (wired.com)PolicyTrade negotiations take time. (apolloacademy.com)The budget deficit isn't going down any time soon. (slowboring.com)Trump has already declared more national emergencies than any other President. (axios.com)EconomyThe headwinds facing the economy. (apolloacademy.com)Air travel is flattening out. (calculatedriskblog.com)On the dangers of a less than independent Federal Reserve. (disciplinefunds.com)Manufacturing employment has been shrinking for decades. (awealthofcommonsense.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks last week on the site. (abnormalreturns.com)What you missed in our Saturday linkfest. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaGrandparenting is becoming more intense. (theatlantic.com)Older Americans are increasingly trying marijuana. (theguardian.com)Should assisted living facilities allow for cameras in residents' rooms? (nytimes.com)
Markets
- Volatility clusters. (tker.co)
- What earnings estimates are doing, depends on your time horizon. (tker.co)
Private assets
- Why private assets are not a panacea. (wsj.com)
- SPDR SSGA IG Public & Private Credit ETF ($PRIV) is struggling to attract assets. (investmentnews.com)
Companies
- A look at Home Depot's ($HD) big garden business. (wsj.com)
- How Apple ($AAPL) could turn the profit dial on service offerings. (sixcolors.com)
- Shein and Temu are set to raise prices. (axios.com)
DOGE
- DOGE has injected a huge amount of uncertainty into the federal government. (theatlantic.com)
- Why you may not hear about the next foodborne illness. (eater.com)
- Lifesaving aid is sitting in a warehouse, unable to ship due to cancelled contracts. (theatlantic.com)
- The Defense Digital Service is resigning en masse. (politico.com)
- Chaos reigns when it comes to appliance regulations. (propublica.org)
- The CFPB has been gutted. (wired.com)
Policy
- Trade negotiations take time. (apolloacademy.com)
- The budget deficit isn't going down any time soon. (slowboring.com)
- Trump has already declared more national emergencies than any other President. (axios.com)
Economy
- The headwinds facing the economy. (apolloacademy.com)
- Air travel is flattening out. (calculatedriskblog.com)
- On the dangers of a less than independent Federal Reserve. (disciplinefunds.com)
- Manufacturing employment has been shrinking for decades. (awealthofcommonsense.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)