Sunday links: massive investments
StrategyFive stock market myths including 'Stock market returns revert to a mean.' (tker.co)More data doesn't necessarily make for better investing. (awealthofcommonsense.com)How to seek out anti-AI opportunities. (albertbridgecapital.com)AIIt was a bad week for the AI trade. (axios.com)Free cash flow is a thing of the past at Big Tech. (staringdownthebarrel.substack.com)How AI has changed the VC calculus. (newcomer.co)DefenseWhy the Canadian military is skeptical of the Pentagon. (theatlantic.com)How Ukraine continues to successfully strike deep into Russia. (bloomberg.com)GlobalWhy Indonesia's economy is struggling. (nytimes.com)China's economy has a profitability problem. (theatlantic.com)Why it is nearly impossible to keep illegally mined gold off the market. (nytimes.com)The AmericasWhat the U.S. is doing in Venezuela has nothing to do with restoring democracy. (theatlantic.com)Why Central American leaders are taking cues from Bukele. (nytimes.com)National debtTotal federal
Strategy
- Five stock market myths including 'Stock market returns revert to a mean.' (tker.co)
- More data doesn't necessarily make for better investing. (awealthofcommonsense.com)
- How to seek out anti-AI opportunities. (albertbridgecapital.com)
AI
- It was a bad week for the AI trade. (axios.com)
- Free cash flow is a thing of the past at Big Tech. (staringdownthebarrel.substack.com)
- How AI has changed the VC calculus. (newcomer.co)
Defense
- Why the Canadian military is skeptical of the Pentagon. (theatlantic.com)
- How Ukraine continues to successfully strike deep into Russia. (bloomberg.com)
Global
- Why Indonesia's economy is struggling. (nytimes.com)
- China's economy has a profitability problem. (theatlantic.com)
- Why it is nearly impossible to keep illegally mined gold off the market. (nytimes.com)
The Americas
- What the U.S. is doing in Venezuela has nothing to do with restoring democracy. (theatlantic.com)
- Why Central American leaders are taking cues from Bukele. (nytimes.com)
National debt
- Total federal debt could reach $45 trillion by 2028. (theatlantic.com)
- The growing federal deficit is an indicator of dysfunctional governance. (scottsumner.substack.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
- In a break with historical norms, the DOJ is injecting itself directly in the midterm elections. (axios.com)
- How ICE is meddling in the midterm elections. (newyorker.com)
Policy
- For decades the Supreme Court has eroding the impact of bribery laws. (theatlantic.com)
- How a Russian energy firm is trying to get a foothold in Alaska. (nytimes.com)
- In praise of bureaucrats. (klementoninvesting.substack.com)
Economy
- Tariffs have highlighted the value of trade. (crr.bc.edu)
- Why do we continue to valorize factory jobs? (bloomberg.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)
- Enough isn't a number, it's a feeling. (abnormalreturns.com)
Mixed media
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