Sunday links: brains vs. wisdom
MarketsBank stocks are rallying. (trendlabs.com)How Japan's stock market has changed over time. (apollo.com)In this market, big stocks are making really big moves. (awealthofcommonsense.com)StrategyOn the limits of financial modeling. (tker.co)The hype machine has never been more impactful in markets. (investing101.substack.com)Leverage plus concentration is a deadly mix. (moontower.substack.com)AIDeepSeek is putting downward pressure on model pricing. (axios.com)Demand for compute is only moving in one direction. (downtownjoshbrown.com)For better or worse, Larry Ellison has gone all-in on AI. (nytimes.com)Checking in on the OpenAI-Anthropic rivalry. (wsj.com)Why the frontier labs may not make their best models publicly available. (bigtechnology.com)TaxesWhy corporate tax revenues keep trending lower. (bloomberg.com)The creator of the 401(k) plan admits it doesn't work well for lower wage workers. (wealthmanagement.com)How billionaires avoid paying taxes. (crr.bc.edu)Law and order
Markets
- Bank stocks are rallying. (trendlabs.com)
- How Japan's stock market has changed over time. (apollo.com)
- In this market, big stocks are making really big moves. (awealthofcommonsense.com)
Strategy
- On the limits of financial modeling. (tker.co)
- The hype machine has never been more impactful in markets. (investing101.substack.com)
- Leverage plus concentration is a deadly mix. (moontower.substack.com)
AI
- DeepSeek is putting downward pressure on model pricing. (axios.com)
- Demand for compute is only moving in one direction. (downtownjoshbrown.com)
- For better or worse, Larry Ellison has gone all-in on AI. (nytimes.com)
- Checking in on the OpenAI-Anthropic rivalry. (wsj.com)
- Why the frontier labs may not make their best models publicly available. (bigtechnology.com)
Taxes
- Why corporate tax revenues keep trending lower. (bloomberg.com)
- The creator of the 401(k) plan admits it doesn't work well for lower wage workers. (wealthmanagement.com)
- How billionaires avoid paying taxes. (crr.bc.edu)
Law and order
- The U.S. keeps blowing up boats, but cocaine flows freely into the U.S. (washingtonpost.com)
- Texas' prison system has an air conditioning problem. (slate.com)
- Why the DOJ dropped the Reflecting Pool vandalism case. (cnn.com)
Immigration
- 300,000 Haitians in the U.S. are losing their legal status. (npr.org)
- Why is this agency sending tips to ICE? (reuters.com)
Stay in touch
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
Trump
- An inside look at how the Trump fundraising machine works. (wsj.com)
- Capital One ($COF) closed Trump Organization's accounts in 2021 after an anti-money laundering probe. (reuters.com)
Policy
- Companies are looking to do deals now that they would never had considered before. (nytimes.com)
- America politicians are older, but aren't dying in office at a more rapid rate. (theargumentmag.com)
- AI companies are spending big this election cycle. (politico.com)
Economy
- Kevin Warsh is not inspiring confidence. (danieldrezner.substack.com)
- The market is worried the Fed is going to make a policy mistake. (apollo.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
Mixed media
- Miles Bryan talks with journalist Ryan Broderick about how 'Google zero' could break the Internet. (podcasts.apple.com)
- Why Google quickly backtracked on this Google Earth feature. (npr.org)
- Charlie Warzel talks to Claire Stapleton, author of "Don't Be Evil: Bad Bosses Fake Promises and My Escape from Big Tech – A Biting Memoir of Twelve Years Inside Google." (theatlantic.com)
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