Sunday links: a fundamental promise
StrategyStock market returns can be lumpy. (awealthofcommonsense.com)How the 'winner's curse' works in practice. (humbledollar.com)Roben Farzard talks markets and media with Sam Ro of TKer fame. (youtube.com)Private assetsHow close are we to alts in 401(k) plans? (riabiz.com)If alts were a slam dunk, then providers wouldn't need legal protections to include them in their plans. (thealtview.substack.com)ETFsHow the SPDR Portfolio S&P 500 ETF ($SPYM) gathered some $110 billion in AUM. (etf.com)The average lifespan of an ETF liquidated has fallen dramatically. (advisorperspectives.com)Why you should expect additional consolidation in the asset management industry. (ft.com)AIHow Elon is putting the screws to potential SpaceX bankers. (arstechnica.com)AI and the future of work. (noahpinion.blog)David Sacks will continue to have his fingers on AI policy. (axios.com)DefenseTrump was counting on a quick victory in Iran. What that means going forward. (danieldrezner.substack.com)What is happeni
Strategy
- Stock market returns can be lumpy. (awealthofcommonsense.com)
- How the 'winner's curse' works in practice. (humbledollar.com)
- Roben Farzard talks markets and media with Sam Ro of TKer fame. (youtube.com)
Private assets
- How close are we to alts in 401(k) plans? (riabiz.com)
- If alts were a slam dunk, then providers wouldn't need legal protections to include them in their plans. (thealtview.substack.com)
ETFs
- How the SPDR Portfolio S&P 500 ETF ($SPYM) gathered some $110 billion in AUM. (etf.com)
- The average lifespan of an ETF liquidated has fallen dramatically. (advisorperspectives.com)
- Why you should expect additional consolidation in the asset management industry. (ft.com)
AI
- How Elon is putting the screws to potential SpaceX bankers. (arstechnica.com)
- AI and the future of work. (noahpinion.blog)
- David Sacks will continue to have his fingers on AI policy. (axios.com)
Defense
- Trump was counting on a quick victory in Iran. What that means going forward. (danieldrezner.substack.com)
- What is happening in Iran is not a failure of the intelligence community. (theatlantic.com)
- The administration wants more money for the Pentagon at the expense of pretty much everything else. (axios.com)
- Why Pete Hegseth is blocking so many military promotions. (nbcnews.com)
Entitlements
- America spends a lot more on the elderly than children. (msn.com)
- Who wins when Medicaid is cut? (kffhealthnews.org)
Government
- The Trump administration has denied the vast majority of disaster requests from blue states. (politico.com)
- This nursing home operator stole millions of dollars. He was quickly pardoned. Victims will get nothing. (propublica.org)
- State-level wealth taxes won't work if billionaires can just pick up and leave. (wealthmanagement.com)
Economy
- Is the Las Vegas slump, secular or cyclical? (barrons.com)
- Manufacturing employment is falling. (econbrowser.com)
- Aluminum consumers are seeing higher prices and supply shortages. (wsj.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)
- Making peace with your inner critic. (abnormalreturns.com)
- Friction rules the world around us. (abnormalreturns.com)
- A repudiation of America's values. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Mixed media
- Kyle Harrison, "(Y)ou can make a lot of money selling drugs if you don’t care about the health of the people you sell them to." (investing101.substack.com)
- Brene Grown, "Any emotionally resonant language will absolutely eventually be weaponised and become [fodder] for the grifters." (giftarticle.ft.com)
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