Markets
- Another sign of investor optimism. (bsky.app)
- Palantir ($PLTR) stock is having a year. (sherwood.news)
- The Treasury market is recalibrating how much room the Fed has to cut. (disciplinefunds.com)
Health care
- The NIH is in the crosshairs in a Trump administration. (npr.org)
- Medicare participants are switching back to traditional Medicare later in life. (wsj.com)
- Why is the U.S. healthcare system so much worse than its peers? (hbr.org)
Voting
- Counties more dependent on government transfer payments tended to vote for Trump. (agglomerations.substack.com)
- Trump gained share in expensive, large urban areas. (noahpinion.blog)
Policy
- Spam calls are down 50% since 2021, per the FTC. (sherwood.news)
- Not every Republican is on board for blowing out the deficit. (wsj.com)
- How to actually make government more efficient. (persuasion.community)
- Why are cities still spending big on new convention centers? (nytimes.com)
- A great reminder that the political situation can change on a dime. (city-journal.org)
Economy
- Household finances are in good shape. (tker.co)
- Q4 GDP is tracking in the 2% range. (calculatedriskblog.com)
- Is inflation ready to pick back up again? (apolloacademy.com)
- Has the term spread lost its ability to forecast GDP growth? (econbrowser.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 linkfest. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
