Sunday links: fixing a shortage
MarketsRising margins are one reason why earnings are headed higher. (carsongroup.com)Why the stock market is not the economy. (tker.co)Market history only takes you so far. (humbledollar.com)ETFsETF M&A is running hot. (etf.com)What's the economic case for sports ETFs? (cnbc.com)Eric Balchunas and Joel Weber speak with Jeff Weniger of Corgi ETFs. (podcasts.apple.com)AIDo AI labs have an economic moat? (morningstar.com)Just how big is Meta's ($META) Muse? (hntrbrk.com)AI seems to be having an impact on call center employment. (marginalrevolution.com)How the 'super intelligence' signalling got so stupid. (spyglass.org)James Pethokoukis talks AI with Ramez Naam. (thebulwark.com)TechThis Fall, screens are filling up with tech-related stories. (axios.com)Why it takes four hours to tell the Elon Musk story. (nytimes.com)Just how much power is too much for today's tech leaders? (theatlantic.com)PolicyICE is acting with impunity. (newyorker.com)Why do older lawmakers seem to hang onto
Markets
- Rising margins are one reason why earnings are headed higher. (carsongroup.com)
- Why the stock market is not the economy. (tker.co)
- Market history only takes you so far. (humbledollar.com)
ETFs
- ETF M&A is running hot. (etf.com)
- What's the economic case for sports ETFs? (cnbc.com)
- Eric Balchunas and Joel Weber speak with Jeff Weniger of Corgi ETFs. (podcasts.apple.com)
AI
- Do AI labs have an economic moat? (morningstar.com)
- Just how big is Meta's ($META) Muse? (hntrbrk.com)
- AI seems to be having an impact on call center employment. (marginalrevolution.com)
- How the 'super intelligence' signalling got so stupid. (spyglass.org)
- James Pethokoukis talks AI with Ramez Naam. (thebulwark.com)
Tech
- This Fall, screens are filling up with tech-related stories. (axios.com)
- Why it takes four hours to tell the Elon Musk story. (nytimes.com)
- Just how much power is too much for today's tech leaders? (theatlantic.com)
Policy
- ICE is acting with impunity. (newyorker.com)
- Why do older lawmakers seem to hang onto office for so long? (theconversation.com)
- Historically, Presidents didn't name stuff for themselves. (npr.org)
- Meet the new White House Press Secretary. (thebulwark.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)
Global
- What's going on with France? (paulkrugman.substack.com)
- Why the U.S. is throwing away a huge geopolitical advantage. (foreignaffairs.com)
- The Iran war has unleashed a raft of unintended consequences. (thebulwark.com)
Economy
- Who wins (and loses) from higher interest rates. (awealthofcommonsense.com)
- A look at the historical impact of immigration on US economic growth. (nber.org)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
Mixed media
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