Sunday links: powerful sales tools
MarketsHow to deal with the issue of mega-cap market dominance. (awealthofcommonsense.com)From the ten largest market cap companies in 2000, only Microsoft ($MSFT) remains. (betterletter.substack.com)The purpose of predictions isn't accuracy, it's to prompt conversations. (wsj.com)Markets change, but human behavior doesn't. (humbledollar.com)CompaniesThe biggest private companies, like Stripe and Databricks, are under little pressure to go public. (ft.com)No matter how you slice it, the booze business is struggling. (sherwood.news)Skechers ($SKX) is eating Nike's ($NKE) lunch among a different demographic. (wsj.com)10 companies that kept their promises post-January 6th. (popular.info)Nvidia ($NVDA) is now the king of keynotes. (daringfireball.net)TexasOn the impact of Texas' restrictive abortion laws. (thebarbedwire.com)Some evidence that abortion bans affect migration. (ft.com)PolicyThe vibes of 2017 were very different than 2025. (slowboring.com)There's waste and fraud in the federal budget, but not enough to move the needle. (paulkrugman.substack.com)Property tax revolts are a growing phenomenon. (slate.com)How mass deportations would affect the U.S. economy. (economist.com)More skilled immigration would make one problem worse. (slowboring.com)The Constitution is crystal clear on birthright citizenship. (theatlantic.com)Why is homelessness in the U.S. on the rise? (econofact.org)EconomyStill no recession in sight. (disciplinefunds.com)Signs of strength in the economy. (apolloacademy.com)Employment remains robust. (econbrowser.com)Nine economic indicators that are cooling off. (tker.co)If the housing cycle is the economic cycle, where do 7% mortgages leave us? (awealthofcommonsense.com)The new administration is being handed a strong economy. (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)When the world is in flux, experience could actually be a detriment. (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 mediaYair Rosenberg, "Nations that externalize their internal issues lose the ability to address them." (theatlantic.com)Kris Abdelmessih, "The lack of trust doesn’t come because the speaker is evil. It’s because we know from experience that humans will do things just because they can." (moontower.substack.com)Anand Giridharadas, "What I’m seeing is people attempting to attend more holistically to a nation in ill health." (the.ink)James Parker, "There are no safe spaces, and no guarantees—the only stability is the bottomlessness of divine love." (theatlantic.com)
Markets
- How to deal with the issue of mega-cap market dominance. (awealthofcommonsense.com)
- From the ten largest market cap companies in 2000, only Microsoft ($MSFT) remains. (betterletter.substack.com)
- The purpose of predictions isn't accuracy, it's to prompt conversations. (wsj.com)
- Markets change, but human behavior doesn't. (humbledollar.com)
Companies
- The biggest private companies, like Stripe and Databricks, are under little pressure to go public. (ft.com)
- No matter how you slice it, the booze business is struggling. (sherwood.news)
- Skechers ($SKX) is eating Nike's ($NKE) lunch among a different demographic. (wsj.com)
- 10 companies that kept their promises post-January 6th. (popular.info)
- Nvidia ($NVDA) is now the king of keynotes. (daringfireball.net)
Texas
- On the impact of Texas' restrictive abortion laws. (thebarbedwire.com)
- Some evidence that abortion bans affect migration. (ft.com)
Policy
- The vibes of 2017 were very different than 2025. (slowboring.com)
- There's waste and fraud in the federal budget, but not enough to move the needle. (paulkrugman.substack.com)
- Property tax revolts are a growing phenomenon. (slate.com)
- How mass deportations would affect the U.S. economy. (economist.com)
- More skilled immigration would make one problem worse. (slowboring.com)
- The Constitution is crystal clear on birthright citizenship. (theatlantic.com)
- Why is homelessness in the U.S. on the rise? (econofact.org)
Economy
- Still no recession in sight. (disciplinefunds.com)
- Signs of strength in the economy. (apolloacademy.com)
- Employment remains robust. (econbrowser.com)
- Nine economic indicators that are cooling off. (tker.co)
- If the housing cycle is the economic cycle, where do 7% mortgages leave us? (awealthofcommonsense.com)
- The new administration is being handed a strong economy. (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)
- When the world is in flux, experience could actually be a detriment. (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 media
- Yair Rosenberg, "Nations that externalize their internal issues lose the ability to address them." (theatlantic.com)
- Kris Abdelmessih, "The lack of trust doesn’t come because the speaker is evil. It’s because we know from experience that humans will do things just because they can." (moontower.substack.com)
- Anand Giridharadas, "What I’m seeing is people attempting to attend more holistically to a nation in ill health." (the.ink)
- James Parker, "There are no safe spaces, and no guarantees—the only stability is the bottomlessness of divine love." (theatlantic.com)
What's Your Reaction?
