Sunday links: accumulating meaning
StrategyInvesting in stocks? Expect pullbacks. (awealthofcommonsense.com)There's nothing magical about gold. (humbledollar.com)When it makes sense to pay up for a company. (flyoverstocks.com)The markets will be there tomorrow. (allstarcharts.com)IndexesFactor ETF portfolios can look weird. (wsj.com)The S&P 500 is not a static index. (tker.co)Bond index construction makes a difference. (ft.com)Why the composition of the Russell 2000 matters. (trendlabs.com)CompaniesBoeing ($BA) had its highest number of annual deliveries since 2018. (cnbc.com)When Microsoft ($MSFT) almost took over OpenAI. (spyglass.org)What percentage of Taiwan Semi ($TSM) revenue comes from Apple ($AAPL)? (newsletter.semianalysis.com)Netflix ($NFLX) is in the lead to take over Warner Bros. ($WBD) studio business. (sherwood.news)America's biggest companies have folded like a cheap suit in the face of pressure. (daringfireball.net)ICEHamilton Nolan, "Give guns and special powers to thousands and thousands of men everywh
Strategy
- Investing in stocks? Expect pullbacks. (awealthofcommonsense.com)
- There's nothing magical about gold. (humbledollar.com)
- When it makes sense to pay up for a company. (flyoverstocks.com)
- The markets will be there tomorrow. (allstarcharts.com)
Indexes
- Factor ETF portfolios can look weird. (wsj.com)
- The S&P 500 is not a static index. (tker.co)
- Bond index construction makes a difference. (ft.com)
- Why the composition of the Russell 2000 matters. (trendlabs.com)
Companies
- Boeing ($BA) had its highest number of annual deliveries since 2018. (cnbc.com)
- When Microsoft ($MSFT) almost took over OpenAI. (spyglass.org)
- What percentage of Taiwan Semi ($TSM) revenue comes from Apple ($AAPL)? (newsletter.semianalysis.com)
- Netflix ($NFLX) is in the lead to take over Warner Bros. ($WBD) studio business. (sherwood.news)
- America's biggest companies have folded like a cheap suit in the face of pressure. (daringfireball.net)
ICE
- Hamilton Nolan, "Give guns and special powers to thousands and thousands of men everywhere, and bad things will happen." (hamiltonnolan.com)
- Why ICE is so prone to abuses. (noahpinion.blog)
- This airline is getting out of the ICE business. (axios.com)
Courts
- Why judges keep disqualifying 'fake' U.S. attorneys. (dealbreaker.com)
- Trump may have accidentally pardoned the Jan. 6 Pipe Bomber. (politico.com)
- A new study shows the Supreme Court increasingly sides with wealthy Americans. (yahoo.com)
- Trump's judges are uniquely loyal. (nytimes.com)
- There's no two sides when it comes to a coup. (gelliottmorris.com)
Data collection
- DOGE has permanently damaged the government's statistical agencies. (bloomberg.com)
- Trump posted jobs data early on Truth Social. (cnbc.com)
Global
- Why Iran is closer to regime change that in the past. (theatlantic.com)
- The United States will withdraw from 66 organizations or bodies. (pbs.org)
- It's not just Greenland. Why Denmark is wary. (newyorker.com)
- How Venezuela got so far off track. (unchartedterritories.tomaspueyo.com)
Economy
- Americans keep opening new businesses. (apolloacademy.com)
- Absent a change in course, overall employment is going to start falling. (apricitas.io)
- The effective tariff rate is still rising. (econbrowser.com)
- Why Trump tariffs have not tanked the economy. (danieldrezner.substack.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Our Q&A with Cullen Roche, author of "Your Perfect Portfolio: The Ultimate Guide to Using the World's Most Powerful Investing Strategies." (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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