Sunday links: time as your enemy
MarketsG7 yields are at their highest level in 20 years. (apollo.com)The Treasury yield curve is normalizing. (carsongroup.com)EarningsThis tech boom is being supported by higher earnings. (awealthofcommonsense.com)P/E is made up of both P and E. If you focus on P you might miss the E. (tker.co)StrategyUnderstanding market history is necessary, but not sufficient, for investment success. (awealthofcommonsense.com)If you can't clearly identify your edge, you likely don't have one. (rogersplanning.blogspot.com)Prediction marketsRegulators have been slow to the issue of insider trading on prediction markets. (wsj.com)How Polymarket adjudicates disputed market outcomes. (barrons.com)How to keep the good parts of prediction markets. (bloomberg.com)Why this Las Vegas casino cancelled a prediction markets conference. (nypost.com)CompaniesYou can't really talk about 'the tech sector' any more. (morningstar.com)Consumer companies are caught up in the plastics price increase. (barrons.com)Some
Markets
- G7 yields are at their highest level in 20 years. (apollo.com)
- The Treasury yield curve is normalizing. (carsongroup.com)
Earnings
- This tech boom is being supported by higher earnings. (awealthofcommonsense.com)
- P/E is made up of both P and E. If you focus on P you might miss the E. (tker.co)
Strategy
- Understanding market history is necessary, but not sufficient, for investment success. (awealthofcommonsense.com)
- If you can't clearly identify your edge, you likely don't have one. (rogersplanning.blogspot.com)
Prediction markets
- Regulators have been slow to the issue of insider trading on prediction markets. (wsj.com)
- How Polymarket adjudicates disputed market outcomes. (barrons.com)
- How to keep the good parts of prediction markets. (bloomberg.com)
- Why this Las Vegas casino cancelled a prediction markets conference. (nypost.com)
Companies
- You can't really talk about 'the tech sector' any more. (morningstar.com)
- Consumer companies are caught up in the plastics price increase. (barrons.com)
- Some companies that do earnings announcements right. (ritholtz.com)
- How luxury brands can have their cake and it too. (readtrung.com)
SpaceX
- SpaceX is aiming to go public on June 12. (wsj.com)
- It will hard for average American investors to avoid SpaceX. (slate.com)
- If companies are going public, should you be buying? (trendlabs.com)
Taxes
- How much revenue would closing the carried interest loophole raise? (axios.com)
- Wealth taxes are, at best, hard to implement. (econofact.org)
Policy
- The courts have overwhelmingly ruled against ICE. (politico.com)
- How the Trump administration is undermining the fight against public corruption. (npr.org)
- Trump really doesn't want presidential records preserved for posterity. (newyorker.com)
- An example of how tariffs can be weaponized against industry competitors. (npr.org)
- A segment of border wall is going up in Big Bend, Texas, near the Rio Grande river, despite widespread local opposition. (newyorker.com)
- How septic tanks got caught up in the drive to eliminate DEI. (nytimes.com)
- Why is a cabinet member filming a reality show? (npr.org)
Russia
- Russia now uses FPV drones to hunt Ukrainian civilians. (wapo.st)
- Putin could end the war in Ukraine tomorrow. He chooses not to. (thebulwark.com)
Economy
- The growing stressors on American farmers.. (axios.com)
- On the structural break in American consumer sentiment. (econbrowser.com)
- Why don't more Americans compare themselves to citizens in other developed countries? (paulkrugman.substack.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)
- Higher prices, not just inflation, will affect consumer sentiment for years to come. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)
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