Sunday links: the pursuit of money
MarketsU.S. stocks haven't underperformed foreign stocks this badly since 1993. (ft.com)Why muni bonds look attractive. (barrons.com)StrategyInvestors shouldn't think bullish or bearish, but risk and reward. (awealthofcommonsense.com)Why 100% US stocks doesn't make sense. (humbledollar.com)TrendsCompanies are not yet seeing a drop off in expectations. (theirrelevantinvestor.com)Individual investors are sticking with their plans. (wsj.com)Tariff talk aside, Americans are still spending. (wsj.com)What could knock American consumers (and investors) off their game? (awealthofcommonsense.com)TechnologyMeta ($META) is unable (or unwilling) to police fraud on its platforms? (on.ft.com)Is Apple ($AAPL) falling behind on hardware? (fastcompany.com)AI models don't think. They do something else. (wsj.com)PolicyNoah Smith, "The purpose of MAGA’s isolationism is fundamentally a destructive one." (noahpinion.blog)How the cabinet secretaries mirror the President. (theatlantic.com)A timeline of the administration's assault on science. (statnews.com)The administration has cut 10 percent of workers at the Forest Service. (politico.com)The IRS is losing a third of its work force. (wealthmanagement.com)The administration is ramping up its data surveillance of citizens. (theatlantic.com)EconomyMore Americans are making the minimum credit card payment. (apolloacademy.com)Why the Fed should be more willing to adopt policy rules. (macroeconomicpolicynexus.substack.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 mediaHow delayed household formation affects housing demand. (jbrec.com)Why the vast majority of Canadians live near the U.S. border. (unchartedterritories.tomaspueyo.com)
Markets
- U.S. stocks haven't underperformed foreign stocks this badly since 1993. (ft.com)
- Why muni bonds look attractive. (barrons.com)
Strategy
- Investors shouldn't think bullish or bearish, but risk and reward. (awealthofcommonsense.com)
- Why 100% US stocks doesn't make sense. (humbledollar.com)
Trends
- Companies are not yet seeing a drop off in expectations. (theirrelevantinvestor.com)
- Individual investors are sticking with their plans. (wsj.com)
- Tariff talk aside, Americans are still spending. (wsj.com)
- What could knock American consumers (and investors) off their game? (awealthofcommonsense.com)
Technology
- Meta ($META) is unable (or unwilling) to police fraud on its platforms? (on.ft.com)
- Is Apple ($AAPL) falling behind on hardware? (fastcompany.com)
- AI models don't think. They do something else. (wsj.com)
Policy
- Noah Smith, "The purpose of MAGA’s isolationism is fundamentally a destructive one." (noahpinion.blog)
- How the cabinet secretaries mirror the President. (theatlantic.com)
- A timeline of the administration's assault on science. (statnews.com)
- The administration has cut 10 percent of workers at the Forest Service. (politico.com)
- The IRS is losing a third of its work force. (wealthmanagement.com)
- The administration is ramping up its data surveillance of citizens. (theatlantic.com)
Economy
- More Americans are making the minimum credit card payment. (apolloacademy.com)
- Why the Fed should be more willing to adopt policy rules. (macroeconomicpolicynexus.substack.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)
