Sunday links: fostering overconfidence
MarketsAfter a rough couple of years, the health care sector has broken out. (trendlabs.com)European stocks are sitting at all-time highs as well. (cnbc.com)The degenerate economy is only getting more degenerate. (howardlindzon.com)Fund managementVanguard caught up in ETFs after a slow start. Where will the giant turn next? (barrons.com)Corgi is a new breed of ETF issuer. (cnbc.com)There is a reason why passive funds are trouncing active funds. (wsj.com)Risk management is job number one for fund managers. (humbledollar.com)AISpaceX ($SPCX) has closed its acquisition of Cursor. (pitchbook.com)How the AI buildout is fueling demand for industrial equipment. (wsj.com)Texas leads the way in planned data center construction. (apollo.com)The administration's approach to AI is chaotic, at best. (nytimes.com)Alex Kantrowitz talks with Paul Kedrosky about how the AI bubble burts. (podcasts.apple.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.
Markets
- After a rough couple of years, the health care sector has broken out. (trendlabs.com)
- European stocks are sitting at all-time highs as well. (cnbc.com)
- The degenerate economy is only getting more degenerate. (howardlindzon.com)
Fund management
- Vanguard caught up in ETFs after a slow start. Where will the giant turn next? (barrons.com)
- Corgi is a new breed of ETF issuer. (cnbc.com)
- There is a reason why passive funds are trouncing active funds. (wsj.com)
- Risk management is job number one for fund managers. (humbledollar.com)
AI
- SpaceX ($SPCX) has closed its acquisition of Cursor. (pitchbook.com)
- How the AI buildout is fueling demand for industrial equipment. (wsj.com)
- Texas leads the way in planned data center construction. (apollo.com)
- The administration's approach to AI is chaotic, at best. (nytimes.com)
- Alex Kantrowitz talks with Paul Kedrosky about how the AI bubble burts. (podcasts.apple.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)
Elections
- The CISA has lost the trust of its supposed partners. (theatlantic.com)
- Voter registration is not a core competency of DMVs. (wsj.com)
Immigration
- ICE is primarily targeting people who have lived in the U.S. for years. (politico.com)
- Why the head of the Office of Homeland Security Statistics resigned. (theatlantic.com)
Health policy
- Why it's taken so long to track down the source of cyclospora this summer. (nytimes.com)
- Despite protestations, people have died as a result of USAID cuts. (nbcnews.com)
- A study finds that Medicare for All would save lives (and money). (scientificamerican.com)
Conflicts of interest
- The bill for White House construction keeps growing. (wapo.st)
- The "Air Force One" scandal is actually five scandals. (doomsdayscenario.co)
- Trump-backed World Liberty Financial has received preliminary approval for a bank charter. (wsj.com)
- The corruption of this administration is out in the open. (danieldrezner.substack.com)
Economy
- The consumer vibes aren't great. (tker.co)
- What is the bond market missing about the labor market? (morningstar.com)
- Tariff refunds as a fiscal stimulus. (apollo.com)
- GDP isn't a perfect measure, but it's the best we got. (fa-mag.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)
Mixed media
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