Sunday links: meaningless slogans
StrategyWhy long-term investors can't simply ignore (inevitable) bad news. (tker.co)Why are investors seemingly holding more cash than usual? (awealthofcommonsense.com)ETFsCorgi Investments launched 35 ETFs in one day. (reuters.com)Leveraged ETFs are going to try your patience. (marketsentiment.co)FinanceThere is no shortage of 'zombie unicorns' in Silicon Valley. (economist.com)Venture capital is bifurcating. (investing101.substack.com)The PE industry has lobbied effectively to keep the carried interest loophole. (cashandcarried.substack.com)DRAMRising memory prices are going to hit nearly every tech company, Apple ($AAPL) included. (asymco.com)How DRAM shortages are affecting smaller manufacturers. (cnbc.com)CompaniesCostco's ($COST) greatest success may be the Kirkland brand. (readtrung.com)How O'Reilly Auto ($ORLY) became a powerhouse. (fiscal.ai)Housing policyThe ROAD Act is better than you think. (newsletter.mikekonczal.com)The YIMBY movement is winning. (theargumentmag.com
Strategy
- Why long-term investors can't simply ignore (inevitable) bad news. (tker.co)
- Why are investors seemingly holding more cash than usual? (awealthofcommonsense.com)
ETFs
- Corgi Investments launched 35 ETFs in one day. (reuters.com)
- Leveraged ETFs are going to try your patience. (marketsentiment.co)
Finance
- There is no shortage of 'zombie unicorns' in Silicon Valley. (economist.com)
- Venture capital is bifurcating. (investing101.substack.com)
- The PE industry has lobbied effectively to keep the carried interest loophole. (cashandcarried.substack.com)
DRAM
- Rising memory prices are going to hit nearly every tech company, Apple ($AAPL) included. (asymco.com)
- How DRAM shortages are affecting smaller manufacturers. (cnbc.com)
Companies
- Costco's ($COST) greatest success may be the Kirkland brand. (readtrung.com)
- How O'Reilly Auto ($ORLY) became a powerhouse. (fiscal.ai)
Housing policy
- The ROAD Act is better than you think. (newsletter.mikekonczal.com)
- The YIMBY movement is winning. (theargumentmag.com)
Government data
- Data dumps are meant to obfuscate as much as illuminate. (thebulwark.com)
- Public comment systems are getting overwhelmed with AI-written messages. (msn.com)
Public health
- More than 5 million people have dropped ACA insurance coverage. (npr.org)
- Why Elon Musk doesn't want to talk about USAID. (theargumentmag.com)
Defense
- More spending on drones is inevitable. Who benefits? (barrons.com)
- For Russia, the situation in Crimea is deteriorating. (wsj.com)
- A profile of a Ukrainian unit launching long range drone strikes. (npr.org)
Policy
- "Alligator Alcatraz" is no more. (politico.com)
- The U.S. is still illegally blowing up boats. (defector.com)
- Disaster aid decisions from FEMA seem increasingly political. (nytimes.com)
- Projects in Washington DC, and the White House, are pulling funds from national parks. (theatlantic.com)
- Cardiff Garcia talks with Martha Gimbel, executive director of The Budget Lab at Yale, about debt, deficits and taxes. (podcasts.apple.com)
- Trump Accounts are a diversion. (crr.bc.edu)
Economy
- Oil prices are down, but don't expect retail prices to come down much. (axios.com)
- Kevin Warsh's approach at the Fed is still unwritten. (axios.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)
- We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
- Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealth.com)
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