Sunday links: buyback blowback
MarketsOil markets are tuning out Trump's statements. (axios.com)Companies in the Stoxx Europe 600 index saw an 18% rise in Q2 earnings. (wsj.com)Markets lie less than politicians. (howardlindzon.com)ETFsBryan Armour, "Single-stock exchange-traded funds are the hoverboards of finance. They provide no real utility and might catch fire and explode at any moment." (morningstar.com)T Rowe Price ($TROW) is buying F/m Investments. (etf.com)CompaniesThere is still a ways to go before the Moderna ($MRNA)-Merck ($MRK) cancer vaccine goes commercial. (wsj.com)YouTube and Netflix ($NFLX) are on a collision course. (spyglass.org)Why is Visa ($V) still so profitable? (fiscal.ai)SpendingHow is the $1 trillion defense budget being spent? (propublica.org)How the DHS is spending its rapidly growing budget. (slate.com)SubsidiesWhy politicians love corporate subsidies. (boondoggle.substack.com)Why some governors have flip-flopped on data centers. (wsj.com)Stay in touchWork in wealth management? Sign
Markets
- Oil markets are tuning out Trump's statements. (axios.com)
- Companies in the Stoxx Europe 600 index saw an 18% rise in Q2 earnings. (wsj.com)
- Markets lie less than politicians. (howardlindzon.com)
ETFs
- Bryan Armour, "Single-stock exchange-traded funds are the hoverboards of finance. They provide no real utility and might catch fire and explode at any moment." (morningstar.com)
- T Rowe Price ($TROW) is buying F/m Investments. (etf.com)
Companies
- There is still a ways to go before the Moderna ($MRNA)-Merck ($MRK) cancer vaccine goes commercial. (wsj.com)
- YouTube and Netflix ($NFLX) are on a collision course. (spyglass.org)
- Why is Visa ($V) still so profitable? (fiscal.ai)
Spending
- How is the $1 trillion defense budget being spent? (propublica.org)
- How the DHS is spending its rapidly growing budget. (slate.com)
Subsidies
- Why politicians love corporate subsidies. (boondoggle.substack.com)
- Why some governors have flip-flopped on data centers. (wsj.com)
Stay in touch
- Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
Voting
- Just how much pressure the Trump administration put on Colorado to free Tina Peters. (ms.now)
- Donald Trump voted by mail, again. (nytimes.com)
The military
- The Pentagon fired the publisher of 'Stars and Stripes.' (stripes.com)
- Nobody really knows what the National Guard is doing in Washington D.C. (theatlantic.com)
Policy
- The National Park Services' spending priorities have changed, a lot. (theatlantic.com)
- The U.S. Forest Service is aiming to open more than 44 million acres of national-forest land to logging and road construction. (wsj.com)
- The CIA is swamped with retirements, so much so that HR can't keep up. (washingtonpost.com)
Trade
- The U.S. and Canada trade war is back on. (wsj.com)
- On the commonalities of recent Trump administration 'trade deals.' (newsletter.platypuseconomics.com)
Economy
- The era of low interest rates is over. (nytimes.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
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