Sunday links: unvarnished facts
MarketsSix market surprises from 2025 including international market outperformance. (awealthofcommonsense.com)These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com)Materials and energy sectors have been laggards. (trendlabs.com)FinanceCaveat emptor. On prediction markets you could very well be trading against someone with inside information. (axios.com)What is Greg Abel going do with all that cash? (wsj.com)The pressThe new Pentagon press corps is not built for this moment. (apnews.com)A reporter reaching out via phone, e-mail or in person is not, by definition, harassment. (propublica.org)Fox News viewers are unique in their support of Trump. (gelliottmorris.com)VenezuelaJuan David Rojas, "Venezuela has more than 10 times the area and six times the population as Panama." (unherd.com)Welcome to the Monroe Doctrine 2.0. (theconversation.com)We are setting a very dangerous precedent. (hamiltonnolan.com)Evidence from the Caribbean boat strikes is washing up on sh
Markets
- Six market surprises from 2025 including international market outperformance. (awealthofcommonsense.com)
- These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com)
- Materials and energy sectors have been laggards. (trendlabs.com)
Finance
- Caveat emptor. On prediction markets you could very well be trading against someone with inside information. (axios.com)
- What is Greg Abel going do with all that cash? (wsj.com)
The press
- The new Pentagon press corps is not built for this moment. (apnews.com)
- A reporter reaching out via phone, e-mail or in person is not, by definition, harassment. (propublica.org)
- Fox News viewers are unique in their support of Trump. (gelliottmorris.com)
Venezuela
- Juan David Rojas, "Venezuela has more than 10 times the area and six times the population as Panama." (unherd.com)
- Welcome to the Monroe Doctrine 2.0. (theconversation.com)
- We are setting a very dangerous precedent. (hamiltonnolan.com)
- Evidence from the Caribbean boat strikes is washing up on shore. (nytimes.com)
Social Security
- A reckoning for Social Security is coming sooner than politicians think (or want). (wsj.com)
- Social Security Administration customer service deteriorated in 2025. (spokesman.com)
Policy
- The Supreme Court has allowed ICE to act without regard to the Constitution. (theatlantic.com)
- When everything is immigrants' fault, then nothing is. (paulkrugman.substack.com)
- DHS has co-opted Norman Rockwell as their own. (thebulwark.com)
- The federal government's cybersecurity efforts are dying on the vine. (wired.com)
- Anti-poverty groups are struggling to keep up with demand. (npr.org)
- Remember Project 2025? We're living it. (theatlantic.com)
Economy
- How much is AI spending driving the American economy? (thebulwark.com)
- The many risks facing the U.S. economy. (larryswedroe.substack.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this 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)
Mixed media
- Ten best books from 2025 including: "Breakneck: China’s Quest to Engineer the Future" by Dan Wang. (tomtunguz.com)
- How "The Correspondent" by Virginia Evans became a big bestseller. (wsj.com)
- Some books worth reading from 2025 including: "Buffet & Munger Unscripted" by Alex Morris. (investmenttalk.co)
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