Markets
- Corporate profit margins rule all. (tker.co)
- AI trades are not a US-only phenomenon. (awealthofcommonsense.com)
- Good luck trying to forecast earnings a decade out. (ritholtz.com)
ETFs
- A change is coming for cannabis stocks and ETFs. (sherwood.news)
- What makes for a successful liquid alts ETF. (hedgeco.net)
AI
- Anthropic is now calling for a slowdown in AI development. (semafor.com)
- OpenAI wants to take the chat out of ChatGPT. (spyglass.org)
Immigration
- Well-funded startups are still able to hire H-1B workers. (pitchbook.com)
- There has not been a surge of denaturalizations under Trump. (npr.org)
- Eliminating birthright citizenship causes its own set of problems. (nytimes.com)
Law
- What happens when the courts can no longer trust DOJ attorneys? (thebulwark.com)
- Why lawyers are fleeing federal government jobs. (nytimes.com)
- How the Trump administration wants to preempt whistleblowers. (theatlantic.com)
- Publicly acknowledged donors to Trump's ballroom keep winning federal contracts. (washingtonpost.com)
- ICE doesn't want to have to disclose deaths of recently released detainees. (washingtonpost.com)
States
- Calling for the end of property taxes is fiscal nihilism. (hamiltonnolan.com)
- No matter where you look religion is getting injected into public schools. (wapo.st)
- More states are looking to launch child-focused savings programs. (thinkadvisor.com)
Economy
- What's behind the boost in payrolls? (wsj.com)
- Real yields are headed higher. (econbrowser.com)
- A look the cap table of the US of A. (thetwocents.substack.com)
- The economic schedule for the comgng week. (economicweekly.substack.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Saying no to algorithmic slop. (abnormalreturns.com)
- Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)