Sunday links: the costs of tariffs
MarketsCan corporate profit margins keep going up? (tker.co)AI is moving faster than the markets can keep up. (disciplinefunds.com)Your risk profile isn't static. (awealthofcommonsense.com)CryptoPump.fun keeps pumping. (theblock.co)The many ways Trump can profit from his presidency, not just crypto. (motherjones.com)FinanceBlackrock ($BLK) and the FDIC are at loggerheads. (riabiz.com)PE-backed company bankruptcies are ticking higher. (ft.com)On the brutal math of a venture capital-backed company. (techcrunch.com)ElonBanks are looking to off-load X loans. (wsj.com)Why does Elon Musk claim he is a world class gamer? (nytimes.com)Some sub-Reddits are banning links to X. (engadget.com)ImmigrationHow high-skilled immigration helps the economy as a whole. (agglomerations.substack.com)An immigration crackdown could hit the construction industry in particular. (axios.com)Foreign masters' students play a big role in U.S. startups. (papers.ssrn.com)Deportations were higher under the Biden administration than the first Trump administration. (nytimes.com)HealthScientific communication is in chaos. (npr.org)Pausing NIH grants has a lot of downstream effects. (theatlantic.com)How the halt of PEPFAR could put people at risk. (npr.org)God forbid we have another pandemic. (paulkrugman.substack.com)PolicyOn the high costs of tariffs. (opportunitylost.substack.com)The U.S. can reshore certain industries. (noahpinion.blog)This Indiana town is awash in ARPA and IRA cash. (wsj.com)Fun with numbers: tax burdens and GDP growth. (klementoninvesting.substack.com)EconomyQ4 GDP is tracking in the 2.3-3.0% range. (calculatedriskblog.com)Signs of strength in the U.S. economy. (apolloacademy.com)Egg prices are headed higher. (econbrowser.com)The only reason the labor force is growing is net migration. (apolloacademy.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks last week on the site. (abnormalreturns.com)What you missed in our Saturday links. (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 mediaAmericans, and sportsbooks, love same-game parlays. (wsj.com)Does Fanatics have a public market comp? (sportico.com)Is Tom Brady a good announcer? (newyorker.com)
Markets
- Can corporate profit margins keep going up? (tker.co)
- AI is moving faster than the markets can keep up. (disciplinefunds.com)
- Your risk profile isn't static. (awealthofcommonsense.com)
Crypto
- Pump.fun keeps pumping. (theblock.co)
- The many ways Trump can profit from his presidency, not just crypto. (motherjones.com)
Finance
- Blackrock ($BLK) and the FDIC are at loggerheads. (riabiz.com)
- PE-backed company bankruptcies are ticking higher. (ft.com)
- On the brutal math of a venture capital-backed company. (techcrunch.com)
Elon
- Banks are looking to off-load X loans. (wsj.com)
- Why does Elon Musk claim he is a world class gamer? (nytimes.com)
- Some sub-Reddits are banning links to X. (engadget.com)
Immigration
- How high-skilled immigration helps the economy as a whole. (agglomerations.substack.com)
- An immigration crackdown could hit the construction industry in particular. (axios.com)
- Foreign masters' students play a big role in U.S. startups. (papers.ssrn.com)
- Deportations were higher under the Biden administration than the first Trump administration. (nytimes.com)
Health
- Scientific communication is in chaos. (npr.org)
- Pausing NIH grants has a lot of downstream effects. (theatlantic.com)
- How the halt of PEPFAR could put people at risk. (npr.org)
- God forbid we have another pandemic. (paulkrugman.substack.com)
Policy
- On the high costs of tariffs. (opportunitylost.substack.com)
- The U.S. can reshore certain industries. (noahpinion.blog)
- This Indiana town is awash in ARPA and IRA cash. (wsj.com)
- Fun with numbers: tax burdens and GDP growth. (klementoninvesting.substack.com)
Economy
- Q4 GDP is tracking in the 2.3-3.0% range. (calculatedriskblog.com)
- Signs of strength in the U.S. economy. (apolloacademy.com)
- Egg prices are headed higher. (econbrowser.com)
- The only reason the labor force is growing is net migration. (apolloacademy.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday links. (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)
