Sunday links: pointless noise
MarketsYou can't rely on any single indicator. (tker.co)Why interest rates are rising. (disciplinefunds.com)CryptoPump.fun is the face of the memecoin business. (wired.com)Speaking of memecoins, Trump is pumping his own. (theblock.co)Incoming Commerce Secretary Howard Lutnick's firm, Cantor Fitzgerald, is a key Tether player and ally. (bloomberg.com)Fund managementThree reasons why thematic ETFs underperform by any metric. (morningstar.com)BIg hedge funds had a solid 2024. (wsj.com)TikTokTikTok is offline in the U.S. (cnn.com)Will anyone really miss it? (nytimes.com)ImmigrationNine myths about high skilled immigration. (agglomerations.substack.com)Undocumented immigrants make up big chunks of the construction and agriculture sectors. (apolloacademy.com)How undocumented immigrants help fund Social Security benefits. (nytimes.com)Americans are in favor of deportations, but squishy on the details. (axios.com)VotingFirst past the post voting systems are the worst possible. (marginalrevolution.com)What if the U.S. had a multi-party system? (nytimes.com)CrimeViolent crime fell in 2024. (politico.com)Time is running out to prosecute Covid-era unemployment insurance fraud. (wsj.com)PolicyPublic school vouchers are helping to blur the line between church and state. (newyorker.com)Are Americans really ready to pay the real cost to insure their houses? (wsj.com)Health cost-sharing ministries are not health insurance. (vox.com)The consensus around Havana Syndrome is cracking. (theatlantic.com)Anti-semitism is a pervasive, global issue. (telegraph.co.uk)EconomyQ4 GDP is tracking in the 2-3% range. (calculatedriskblog.com)Where business cycle indicators stand. (econbrowser.com)California has its problems, but has been a big part of the success of the U.S. (paulkrugman.substack.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks this week on the site. (abnormalreturns.com)What you missed in our Saturday linkfest. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)Mixed media63 life lessons including 'If you find yourself dreading Mondays, quit.' (nabeelqu.substack.com)7 life lessons including 'If you want to live a quiet life, live a quiet life.' (thequietlife.net)
Markets
- You can't rely on any single indicator. (tker.co)
- Why interest rates are rising. (disciplinefunds.com)
Crypto
- Pump.fun is the face of the memecoin business. (wired.com)
- Speaking of memecoins, Trump is pumping his own. (theblock.co)
- Incoming Commerce Secretary Howard Lutnick's firm, Cantor Fitzgerald, is a key Tether player and ally. (bloomberg.com)
Fund management
- Three reasons why thematic ETFs underperform by any metric. (morningstar.com)
- BIg hedge funds had a solid 2024. (wsj.com)
TikTok
Immigration
- Nine myths about high skilled immigration. (agglomerations.substack.com)
- Undocumented immigrants make up big chunks of the construction and agriculture sectors. (apolloacademy.com)
- How undocumented immigrants help fund Social Security benefits. (nytimes.com)
- Americans are in favor of deportations, but squishy on the details. (axios.com)
Voting
- First past the post voting systems are the worst possible. (marginalrevolution.com)
- What if the U.S. had a multi-party system? (nytimes.com)
Crime
- Violent crime fell in 2024. (politico.com)
- Time is running out to prosecute Covid-era unemployment insurance fraud. (wsj.com)
Policy
- Public school vouchers are helping to blur the line between church and state. (newyorker.com)
- Are Americans really ready to pay the real cost to insure their houses? (wsj.com)
- Health cost-sharing ministries are not health insurance. (vox.com)
- The consensus around Havana Syndrome is cracking. (theatlantic.com)
- Anti-semitism is a pervasive, global issue. (telegraph.co.uk)
Economy
- Q4 GDP is tracking in the 2-3% range. (calculatedriskblog.com)
- Where business cycle indicators stand. (econbrowser.com)
- California has its problems, but has been a big part of the success of the U.S. (paulkrugman.substack.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should. (abnormalreturns.com)
