Sunday links: a feedback loop of short-termism
MarketsHow 'HALO' explains the 2026 stock market. (wsj.com)Bitcoin needs a new narrative. (finance.yahoo.com)Private assetsInvestors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com)Boaz Weinstein’s Saba Capital wants to buy stakes in Blue Owl funds. (wsj.com)Why private equity loves the marina business. (ft.com)Venture capitalVC exits have become more diversified over time. (tomtunguz.com)Series A checks keep getting bigger. (pitchbook.com)AIThe pros and cons of AI. (awealthofcommonsense.com)Just how much the hyperscalers plan on spending in 2026. (apolloacademy.com)What explains the AI backlash? (nytimes.com)South Korea loves AI. (politico.com)TariffsNoah Smith, "What was the point of these tariffs? It has never really been clear." (noahpinion.blog)Tariff uncertainty isn't going anywhere. (apricitas.io)Trump is only digging in deeper. (emptywheel.net)Tariffs are still unpopular. (gelliottmorris.com)Companies are once again left in a lurch. (wsj.com)There are some
Markets
- How 'HALO' explains the 2026 stock market. (wsj.com)
- Bitcoin needs a new narrative. (finance.yahoo.com)
Private assets
- Investors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com)
- Boaz Weinstein’s Saba Capital wants to buy stakes in Blue Owl funds. (wsj.com)
- Why private equity loves the marina business. (ft.com)
Venture capital
- VC exits have become more diversified over time. (tomtunguz.com)
- Series A checks keep getting bigger. (pitchbook.com)
AI
- The pros and cons of AI. (awealthofcommonsense.com)
- Just how much the hyperscalers plan on spending in 2026. (apolloacademy.com)
- What explains the AI backlash? (nytimes.com)
- South Korea loves AI. (politico.com)
Tariffs
- Noah Smith, "What was the point of these tariffs? It has never really been clear." (noahpinion.blog)
- Tariff uncertainty isn't going anywhere. (apricitas.io)
- Trump is only digging in deeper. (emptywheel.net)
- Tariffs are still unpopular. (gelliottmorris.com)
- Companies are once again left in a lurch. (wsj.com)
- There are some winners from the Supreme Court's decision. (ritholtz.com)
- Why the trade regime will never go back to normal. (wsj.com)
Regulation
- OSHA has cut back on workplace inspections. (manufacturing.net)
- The EPA is rolling back regulations on mercury emissions from coal plants. (theguardian.com)
ICE
- ICE has detained scores of American citizens. (propublica.org)
- How the administration is getting away with illegal renditions. (newyorker.com)
- This UK tourist with a valid visa was detained by ICE for weeks. (theguardian.com)
- This tow truck driver is returning vehicles of people snatched by ICE. (cbsnews.com)
Washington
- In Washington DC, everywhere you look you see Donald Trump's face. (wapo.st)
- For some reason the OMB Director has a security detail of a dozen marshals. (newrepublic.com)
- When a federal prisoner gets the royal treatment. (propublica.org)
Economy
- Residential investment has stalled out. (econbrowser.com)
- Consumers are starting to dig into their savings to support consumption. (bonddad.blogspot.com)
- The economy is changing as fast as ever. Economic statistics need to keep up. (stayathomemacro.substack.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (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)
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