Sunday links: the continued spend
MarketsMarkets just move faster these days. (awealthofcommonsense.com)The stock market is at all-time highs while consumer sentiment is at all-time lows. (trendlabs.com)Hungary's stock market is having a moment. (ft.com)How HALO various industries are. (giftarticle.ft.com)Every crisis is different. (humbledollar.com)CompaniesIs AI a threat to Wix ($WIX)? (fiscal.ai)How Quince mastered the supply chain. (bloomberg.com)The story of the New York Times ($NYT) is that of adaptation. (quartr.com)StatesLetting state employees to retire at 55 with full pensions is a recipe for disaster. (allisonschrager.substack.com)Localities are increasingly facing budget deficits. (wsj.com)ICEICE detention facilities are still operating out of sight. (thebulwark.com)Medical neglect in ICE detention is not unusual. (newyorker.com)Why the administration has cut back on flashy immigration content. (axios.com)Fiscal sustainabilityHow older generations amassed so much political power. (theatlantic.com)How ferti
Markets
- Markets just move faster these days. (awealthofcommonsense.com)
- The stock market is at all-time highs while consumer sentiment is at all-time lows. (trendlabs.com)
- Hungary's stock market is having a moment. (ft.com)
- How HALO various industries are. (giftarticle.ft.com)
- Every crisis is different. (humbledollar.com)
Companies
- Is AI a threat to Wix ($WIX)? (fiscal.ai)
- How Quince mastered the supply chain. (bloomberg.com)
- The story of the New York Times ($NYT) is that of adaptation. (quartr.com)
States
- Letting state employees to retire at 55 with full pensions is a recipe for disaster. (allisonschrager.substack.com)
- Localities are increasingly facing budget deficits. (wsj.com)
ICE
- ICE detention facilities are still operating out of sight. (thebulwark.com)
- Medical neglect in ICE detention is not unusual. (newyorker.com)
- Why the administration has cut back on flashy immigration content. (axios.com)
Fiscal sustainability
- How older generations amassed so much political power. (theatlantic.com)
- How fertility affects long term fiscal sustainability. (econofact.org)
Law and order
- How's FBI Director Kash Patel doing? (theatlantic.com)
- The Trump administration continues to re-write January 6th by vacating convictions. (npr.org)
- Birthright citizenship is related to lower youth crime rates. (marginalrevolution.com)
IRS
- Complicated tax returns are a policy choice. (theatlantic.com)
- The Direct File program worked, which is probably why it was killed. (fortune.com)
Policy
- The story of DOGE is only getting worse in retrospect. (wapo.st)
- Government workers keep receiving religious message from Trump officials. (wired.com)
- Transgender soldiers are sidelined, but still getting paid. (nytimes.com)
- The shutdown of the Kennedy Center is even more depressing than you think. (theatlantic.com)
Conflict
- Can the U.S. ramp up its submarine building? (wsj.com)
- How one-way attack drones have changed warfare. (theconversation.com)
- What Iran learned from the conflict in Ukraine. (ft.com)
Economy
- Why payroll whiplashes keep happening. (stayathomemacro.substack.com)
- The economic schedule for the coming week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks last week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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