Sunday links: great technological upheaval
MarketsHigher real yields are acting like competition for stocks. (trendlabs.com)Market indicators often work until they don't. (humbledollar.com)What ISN'T working in this market environment? (awealthofcommonsense.com)AIKeeping up with AI developments is a full time job. (spyglass.org)Companies have suddenly decided to ration AI use. (wsj.com)AI is unique in that big companies are making huge bets. (asymco.com)AI doesn't have to be smarter than humans to be transformative. (noahpinion.blog)EnergyThe Trump administration admits that it cancelled energy projects in blue states. (nytimes.com)The administration's crackdown on clean energy projects is also a jobs killer. (bloomberg.com)Law and orderTrump's personal lawyers are all over the government. (vox.com)Good luck trying to get clemency if you don't have connections to the administration. (nytimes.com)Taylor Farms went to the White House amidst the search for cyclospora. (wsj.com)Crime rates are falling, no one is really sure
Markets
- Higher real yields are acting like competition for stocks. (trendlabs.com)
- Market indicators often work until they don't. (humbledollar.com)
- What ISN'T working in this market environment? (awealthofcommonsense.com)
AI
- Keeping up with AI developments is a full time job. (spyglass.org)
- Companies have suddenly decided to ration AI use. (wsj.com)
- AI is unique in that big companies are making huge bets. (asymco.com)
- AI doesn't have to be smarter than humans to be transformative. (noahpinion.blog)
Energy
- The Trump administration admits that it cancelled energy projects in blue states. (nytimes.com)
- The administration's crackdown on clean energy projects is also a jobs killer. (bloomberg.com)
Law and order
- Trump's personal lawyers are all over the government. (vox.com)
- Good luck trying to get clemency if you don't have connections to the administration. (nytimes.com)
- Taylor Farms went to the White House amidst the search for cyclospora. (wsj.com)
- Crime rates are falling, no one is really sure why. (reason.com)
Immigration
- Retirement communities are struggling with labor shortages due to the immigration crackdown. (nytimes.com)
- ICE is still looking to expand capacity. (theatlantic.com)
SNAP
- Food banks are feeling the impact of SNAP reductions. (axios.com)
- Faced with new paperwork, people are losing SNAP eligibility. (nytimes.com)
- What's behind the drop in SNAP enrollment? (newsletter.platypuseconomics.com)
The Pentagon
- Are we getting the full story on the war in Iran from the Pentagon? (theatlantic.com)
- We shouldn't be encouraging military pilots to mess around. (theatlantic.com)
Economy
- New tariffs equal higher policy uncertainty. (econbrowser.com)
- There's never a shortage of human wants and desires, hence economic growth. (tker.co)
- Electrical components and transportation equipment employment are bucking the overall (down) manufacturing trend. (agglomerations.eig.org)
- The economic schedule for the coming week. (economicweekly.substack.com)
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Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- What you missed in our Friday linkfest. (abnormalreturns.com)
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