Sunday Links: Market Mood Changes

markets

• Mortgage rates have returned to early 2023 levels. (axios.com)
• Nvidia ($NVDA) dominates the list of biggest one-day market cap movements. (visualcapitalist.com)

Strategy

• Are money market fund assets a substitute for bonds or a substitute for stocks? (awealthofcommonsense.com)
• Why Great Companies Don’t Always Make Great Stocks. (humbledollar.com)

ETFs

• What remains to be subjected to ETF? Things that probably don’t belong in an ETF. (wsj.com)
• Buffered ETFs continue to gain assets. (etc.com)

Immigration

• What the data says about immigration levels. (slowboring.com)
• On the benefits of high-skilled immigration to entrepreneurship. (pnas.org)

Economy

• Has the economics profession become too insular? (msn.com)
• Historical evidence that the Fed is too slow to react. (spheresofpossibility.substack.com)

policy

• The US is losing the information war. (noahpinion.blog)
• The new tariffs would require congressional approval. (econbrowser.com)
• How Erisa helped American savers. (morningstar.com)
• 9/11 first responders experience a range of health effects. (washingtonpost.com)

Economy

• How tight is monetary policy right now? (apolloacademy.com)
• Average real wages are rising. (econbrowser.com)
• The economic program for next week. (calculatedriskblog.com)

Earlier, about Abnormal Returns

• Top clicks this week on the site. (abnormalreturns.com)
• What you missed at our Saturday linkfest. (nytimes.com)
• Elder financial fraud is only on the rise. Maybe AI can help you. (abnormalreturns.com)
• Renowned personal finance writer Jonathan Clements is dying. He still has a lot to learn. (abnormalreturns.com)
• Are you a financial advisor looking for out-of-the-box thinking? Then check out our weekly email newsletter. (newsletter.abnormalreturns.com)

Mixed medium

• An example of why bands should sell their catalogs before moving on. (wealthmanagement.com)
• Social media thrives on you being offended. (wggtb.substack.com)