Sunday links: polished and convincing arguments
DowngradeMoody's ($MCO) just downgraded the credit rating of the U.S. (cnbc.com)The downgrade is largely symbolic. (disciplinefunds.com)Does the downgrade matter? (on.ft.com)Market timingCash is a drug for investors. (awealthofcommonsense.com)Market timing isn't going to save your portfolio. (downtownjoshbrown.com)StrategyIt's hard to succeed as an investor without some long-term optimism. (tker.co)Why private assets don't yet belong in retirement accounts. (wsj.com)There's more than one way to manage portfolio risk. (scheplick.com)DOGEWhat has DOGE actually accomplished? (on.ft.com)How are things going at the Social Security Administration? (wapo.st)Tons of food are set to be destroyed due to cuts at USAID. (reuters.com)Health policyRoadblocks to vaccines are popping up at HHS. (theatlantic.com)Dentists (and pediatricians) oppose bans on fluoride supplementation. (arstechnica.com)Paid sick leave for parents is good for children. (papers.ssrn.com)Research shows Medicaid saves lives. (nytimes.com)Why statins should be available OTC. (alexkesin.com)EnforcementThe Trump administration has simply stopped enforcing rules it doesn't like. (msn.com)Why the Founders were wary of officials profiting from their office. (theatlantic.com)Why are ICE officers dressing like militia members? (washingtonpost.com)Everyone is afforded due process. (theatlantic.com)EconomyBy most measures, consumer sentiment is sinking. (econbrowser.com)There's little reason to believe tariffs will boost manufacturing. (larrykotlikoff.substack.com)What you need to understand about wage growth over the past two decades. (noahpinion.blog)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks this 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 mediaWe are always the main character in our story. (meaningfulmoney.life)Boredom is a form of pain. (backofmind.substack.com)Read a book. (wggtb.substack.com)
Downgrade
- Moody's ($MCO) just downgraded the credit rating of the U.S. (cnbc.com)
- The downgrade is largely symbolic. (disciplinefunds.com)
- Does the downgrade matter? (on.ft.com)
Market timing
- Cash is a drug for investors. (awealthofcommonsense.com)
- Market timing isn't going to save your portfolio. (downtownjoshbrown.com)
Strategy
- It's hard to succeed as an investor without some long-term optimism. (tker.co)
- Why private assets don't yet belong in retirement accounts. (wsj.com)
- There's more than one way to manage portfolio risk. (scheplick.com)
DOGE
- What has DOGE actually accomplished? (on.ft.com)
- How are things going at the Social Security Administration? (wapo.st)
- Tons of food are set to be destroyed due to cuts at USAID. (reuters.com)
Health policy
- Roadblocks to vaccines are popping up at HHS. (theatlantic.com)
- Dentists (and pediatricians) oppose bans on fluoride supplementation. (arstechnica.com)
- Paid sick leave for parents is good for children. (papers.ssrn.com)
- Research shows Medicaid saves lives. (nytimes.com)
- Why statins should be available OTC. (alexkesin.com)
Enforcement
- The Trump administration has simply stopped enforcing rules it doesn't like. (msn.com)
- Why the Founders were wary of officials profiting from their office. (theatlantic.com)
- Why are ICE officers dressing like militia members? (washingtonpost.com)
- Everyone is afforded due process. (theatlantic.com)
Economy
- By most measures, consumer sentiment is sinking. (econbrowser.com)
- There's little reason to believe tariffs will boost manufacturing. (larrykotlikoff.substack.com)
- What you need to understand about wage growth over the past two decades. (noahpinion.blog)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this 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)