Monday links: volatility spikes
CompaniesNvidia ($NVDA) is planning to build its first factories in the U.S. (venturebeat.com)With a recession in sight, companies are pulling back on office leasing. (wsj.com)TradingKraken is rolling out equity trading. (theblock.co)WeBull ($BULL) is now public. (businessinsider.com)Tariffs'Country of origin' rules are squishy. (npr.org)Should tariffs ever be part of an industrial strategy? (paulkrugman.substack.com)Thanks to tariffs, the Bloomberg newsroom is humming. (semafor.com)ChinaXi is visiting countries affecting by U.S. tariffs. (semafor.com)What would a real anti-China trade policy look like? (noahpinion.blog)China is cutting back the number of Hollywood movies released. (sherwood.news)Conflicts of interestThe idea of 'conflicts of interest' are out the door in Washington today. (theatlantic.com)The Trump administration is pulling back efforts to combat white collar crimes. (wsj.com)Social SecurityGeoffrey T. Sanzenbacher, "(A)ll the research suggests that unauthorized immigrants actually improve the fiscal health of Medicare and Social Security. " (crr.bc.edu)Social Security is now an immigration enforcement tool. (axios.com)Social Security needs reform, sooner rather than later. (theconversation.com)EconomyWhat happens when foreigners turn against U.S. capital markets. (optimisticallie.com)How rising long-term rates (negatively) affect the U.S. economy. (bonddad.blogspot.com)Consumer sentiment is at recessionary levels. (econbrowser.com)The shrinking of the 'shadow economy' is well under way. (axios.com)Why the U.S. dollar is falling. (reuters.com)Earlier on Abnormal ReturnsAdviser links: seeing the future. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (abnormalreturns.com)You can now follow us on Bluesky. (bsky.app)Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)Mixed mediaMost arguments are just dueling monologues. (seths.blog)There is a difference between demanding more from someone and denigrating them. (nytimes.com)
Companies
- Nvidia ($NVDA) is planning to build its first factories in the U.S. (venturebeat.com)
- With a recession in sight, companies are pulling back on office leasing. (wsj.com)
Trading
- Kraken is rolling out equity trading. (theblock.co)
- WeBull ($BULL) is now public. (businessinsider.com)
Tariffs
- 'Country of origin' rules are squishy. (npr.org)
- Should tariffs ever be part of an industrial strategy? (paulkrugman.substack.com)
- Thanks to tariffs, the Bloomberg newsroom is humming. (semafor.com)
China
- Xi is visiting countries affecting by U.S. tariffs. (semafor.com)
- What would a real anti-China trade policy look like? (noahpinion.blog)
- China is cutting back the number of Hollywood movies released. (sherwood.news)
Conflicts of interest
- The idea of 'conflicts of interest' are out the door in Washington today. (theatlantic.com)
- The Trump administration is pulling back efforts to combat white collar crimes. (wsj.com)
Social Security
- Geoffrey T. Sanzenbacher, "(A)ll the research suggests that unauthorized immigrants actually improve the fiscal health of Medicare and Social Security. " (crr.bc.edu)
- Social Security is now an immigration enforcement tool. (axios.com)
- Social Security needs reform, sooner rather than later. (theconversation.com)
Economy
- What happens when foreigners turn against U.S. capital markets. (optimisticallie.com)
- How rising long-term rates (negatively) affect the U.S. economy. (bonddad.blogspot.com)
- Consumer sentiment is at recessionary levels. (econbrowser.com)
- The shrinking of the 'shadow economy' is well under way. (axios.com)
- Why the U.S. dollar is falling. (reuters.com)
Earlier on Abnormal Returns
- Adviser links: seeing the future. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- You can now follow us on Bluesky. (bsky.app)
- Are you signed up for daily e-mail newsletter? Well, you should be. (abnormalreturns.com)
