Sunday links: how Mr. Market rolls
MarketsThe impact of macro events can take longer than you think. (mrzepczynski.blogspot.com)Why gold has a unique reputation among investors. (humbledollar.com)2025 is not that unusual stock-market wise. (awealthofcommonsense.com)Berkshire HathawayHow Berkshire Hathaway ($BRK.A) came to own a big chunk of Apple ($AAPL). (readtrung.com)Berkshire Hathaway ($BRK.A) is living with the downside of success. (novelinvestor.com)Warren Buffett set a lot of good examples. (mastersinvest.com)FEMAFEMA's interim head lasted one day. (abcnews.go.com)FEMA will no longer go door-to-door after a disaster. (grist.org)DOGEDOGE isn't actually saving any money. (institutionalinvestor.com)Nor was it meant to. (theatlantic.com)State and localHomicide rates continue to fall. (axios.com)Why can't New York City have good mayors? (newyorker.com)The think tank that is trying to restrict benefits at the state level. (npr.org)PowerWe are going to find out if 'soft power' matters. (danieldrezner.substack.com)The administration is usurping Congress, but Congress is nowhere to be found. (theatlantic.com)Members of the administration don't take intelligence briefings very seriously. (danieldrezner.substack.com)PolicyCancer cures are getting cut. (emptywheel.net)RIP, the Energy Star program. (insideclimatenews.org)Don't criticize AI in this administration. (theverge.com)The Voice of America could soon be a OAN outlet. (cnn.com)Kathryn Anne Edwards, "The federal government is treating those who default on their college loans more harshly than those who cheat on their taxes." (fa-mag.com)TradeThe US-UK trade deal is a 'farce.' (apricitas.io)Closing the de minimus rule is a boon for some businesses, but tariffs are still going to hurt. (nytimes.com)Tariffs are bad for the arcade business. (sherwood.news)Adam Smith was no fan of mercantilism. (marginalrevolution.com)EconomyHow much economic activity got pulled forward due to tariffs? (tker.co)The economic data hasn't rolled over yet into recession. (carsongroup.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)How to contribute to the Jonathan Clements Getting Going on Savings Initiative. (abnormalreturns.com)The gold dilemma isn't going anywhere. (abnormalreturns.com)Mixed mediaWhy companies love part-time workers. (theatlantic.com)How to be 'good boss' friendly. (seths.blog)
Markets
- The impact of macro events can take longer than you think. (mrzepczynski.blogspot.com)
- Why gold has a unique reputation among investors. (humbledollar.com)
- 2025 is not that unusual stock-market wise. (awealthofcommonsense.com)
Berkshire Hathaway
- How Berkshire Hathaway ($BRK.A) came to own a big chunk of Apple ($AAPL). (readtrung.com)
- Berkshire Hathaway ($BRK.A) is living with the downside of success. (novelinvestor.com)
- Warren Buffett set a lot of good examples. (mastersinvest.com)
FEMA
- FEMA's interim head lasted one day. (abcnews.go.com)
- FEMA will no longer go door-to-door after a disaster. (grist.org)
DOGE
- DOGE isn't actually saving any money. (institutionalinvestor.com)
- Nor was it meant to. (theatlantic.com)
State and local
- Homicide rates continue to fall. (axios.com)
- Why can't New York City have good mayors? (newyorker.com)
- The think tank that is trying to restrict benefits at the state level. (npr.org)
Power
- We are going to find out if 'soft power' matters. (danieldrezner.substack.com)
- The administration is usurping Congress, but Congress is nowhere to be found. (theatlantic.com)
- Members of the administration don't take intelligence briefings very seriously. (danieldrezner.substack.com)
Policy
- Cancer cures are getting cut. (emptywheel.net)
- RIP, the Energy Star program. (insideclimatenews.org)
- Don't criticize AI in this administration. (theverge.com)
- The Voice of America could soon be a OAN outlet. (cnn.com)
- Kathryn Anne Edwards, "The federal government is treating those who default on their college loans more harshly than those who cheat on their taxes." (fa-mag.com)
Trade
- The US-UK trade deal is a 'farce.' (apricitas.io)
- Closing the de minimus rule is a boon for some businesses, but tariffs are still going to hurt. (nytimes.com)
- Tariffs are bad for the arcade business. (sherwood.news)
- Adam Smith was no fan of mercantilism. (marginalrevolution.com)
Economy
- How much economic activity got pulled forward due to tariffs? (tker.co)
- The economic data hasn't rolled over yet into recession. (carsongroup.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)
- How to contribute to the Jonathan Clements Getting Going on Savings Initiative. (abnormalreturns.com)
- The gold dilemma isn't going anywhere. (abnormalreturns.com)
