Sunday links: most of the time
MarketsIf you invest long enough, there's no avoiding a bear market. (awealthofcommonsense.com)There's no way of avoiding drawdowns, even in the best performing stocks. (tker.co)CompaniesDoordash ($DASH) keeps buying up former competitors. (cnbc.com)Palantir ($PLTR) is the big Trump 2.0 era winner. (sherwood.news)These were the highest paid CEOs in 2024. (wsj.com)FinanceDan Rasmussen, "For years, private equity could do no wrong. But now it is starting to look like a massive money trap." (ft.com)Apollo ($APO) is pushing for more ways to trade private credit. (fa-mag.com)Fund managementThe Vanguard Total Stock Market Index Fund is a modern success story. (jeffreyptak.substack.com)Assets continue to flow into bond ETFs. (citywire.com)A look at the (profitable) index business of MSCI ($MSCI). (quartr.com)Health policyHere's hoping we don't need a vaccine for bird flu any time soon. (thebulwark.com)More food borne illness outbreaks are going unreported by the FDA and the USDA. (msn.com)How the U.S. built the best market for generic drugs, and why that is now in danger. (marginalrevolution.com)The U.S. needs more hospital beds. (wsj.com)PowerThe Roberts Supreme Court is going out of its way to bypass precedent and process. (newyorker.com)Donald Trump is on a pardons spree. (vox.com)Donald Trump is nothing if not impatient. (theatlantic.com)PolicyWhy the administration wants you to ignore the CBO scoring of the BBB. (gelliottmorris.com)Plans to revamp state unemployment systems are getting cut. (axios.com)CISA leadership has been purged. (cybersecuritydive.com)The FBI leadership purge is underway. (nytimes.com)EconomyWhy has service cost growth slowed? (noahpinion.blog)More signs of a slowdown in the housing market. (advisorperspectives.com)Influential economist Stanley Fischer has died. (on.ft.com)If you are going to take down modern economics, you at least need to propose an alternative. (noahpinion.blog)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)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaHow many people have died due to USAID cuts? (nytimes.com)Why cash payments won't solve the problem of low fertility. (crr.bc.edu)
Markets
- If you invest long enough, there's no avoiding a bear market. (awealthofcommonsense.com)
- There's no way of avoiding drawdowns, even in the best performing stocks. (tker.co)
Companies
- Doordash ($DASH) keeps buying up former competitors. (cnbc.com)
- Palantir ($PLTR) is the big Trump 2.0 era winner. (sherwood.news)
- These were the highest paid CEOs in 2024. (wsj.com)
Finance
- Dan Rasmussen, "For years, private equity could do no wrong. But now it is starting to look like a massive money trap." (ft.com)
- Apollo ($APO) is pushing for more ways to trade private credit. (fa-mag.com)
Fund management
- The Vanguard Total Stock Market Index Fund is a modern success story. (jeffreyptak.substack.com)
- Assets continue to flow into bond ETFs. (citywire.com)
- A look at the (profitable) index business of MSCI ($MSCI). (quartr.com)
Health policy
- Here's hoping we don't need a vaccine for bird flu any time soon. (thebulwark.com)
- More food borne illness outbreaks are going unreported by the FDA and the USDA. (msn.com)
- How the U.S. built the best market for generic drugs, and why that is now in danger. (marginalrevolution.com)
- The U.S. needs more hospital beds. (wsj.com)
Power
- The Roberts Supreme Court is going out of its way to bypass precedent and process. (newyorker.com)
- Donald Trump is on a pardons spree. (vox.com)
- Donald Trump is nothing if not impatient. (theatlantic.com)
Policy
- Why the administration wants you to ignore the CBO scoring of the BBB. (gelliottmorris.com)
- Plans to revamp state unemployment systems are getting cut. (axios.com)
- CISA leadership has been purged. (cybersecuritydive.com)
- The FBI leadership purge is underway. (nytimes.com)
Economy
- Why has service cost growth slowed? (noahpinion.blog)
- More signs of a slowdown in the housing market. (advisorperspectives.com)
- Influential economist Stanley Fischer has died. (on.ft.com)
- If you are going to take down modern economics, you at least need to propose an alternative. (noahpinion.blog)
- 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)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
