Sunday links: staying private longer
Markets A positive seasonal window is opening. (trendlabs.com) Bonds are no longer overvalued. (mrzepczynski.blogspot.com) Strategy Why indexing has dominated the past decade. (awealthofcommonsense.com) Why Warren Buffett succeeded: his investment strategy matched structure. (jasonzweig.com) How to avoid getting taken in by chart crimes. (contessacapitaladvisors.com) AI All that AI capex will…
Markets are currently experiencing a positive seasonal window, according to Trend Labs. Bonds are no longer considered overvalued, as noted by Mr. Zepczynski on his blog. Indexing has been the dominant investment strategy over the past decade, according to A Wealth of Commonsense. Warren Buffett's success can be attributed to his investment strategy and structure, as explained by Jason Zweig.
To avoid being misled by misleading charts, it is recommended to read "How to avoid getting taken in by chart crimes" on Capital Advisors. Artificial intelligence capital expenditures will eventually turn into depreciation and amortization, as discussed on TKer.co. The recursive self-improvement of models can be measured, as explained by Noahpinion.
There is no need to rush in deploying an AI agent onto your computer, as argued on Daring Fireball. The Trump DOJ has significantly reduced anti-corruption prosecutions, according to ProPublica. It is easy to forget the purpose of pension rules against pay-for-play, as mentioned on Popular Info. The Trump administration is taking steps to weaken the International Criminal Court, as reported by The Wall Street Journal.
RFK Jr. has taken on multiple side hustles, profiting from each, according to multiple sources. The high cost of protecting RFK Jr. is discussed on The Wall Street Journal. States receive a significant portion of the federal budget in the form of transfers, according to The Washington Post. The reason behind the renewed focus on property taxes is explored on SSRN. States suffer when they compete for tax incentives, as discussed in The Financial Times.
Written by urgent.news from Abnormal Returns's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.