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Quote of the Day
"If you run into failure, persistence continues, and positivity disappears."
(Shane Parrish)
Strategy
- Generational buying opportunities are great only if you actually buy them. (bonefidewealth.com)
- It's not enough to know you are hopelessly biased. You actually have to do something about it. (albertbridgecapital.com)
- Good luck doth not an investment strategy make. (bloomberg.com)
- How concentration affects portfolio performance. (theirrelevantinvestor.com)
Crypto
- Bitmain, a big crypto miner, is NOT going public. (ft.com)
- How to tell if a crypto-exchange is faking volume. (qz.com)
Apple
- Apple ($AAPL) wants to be your digital middleman. (slate.com)
- We still don't know much about Apple TV+. (vox.com)
- One thing we do know is that it is NOT a Netflix ($NFLX) competitor. (theatlantic.com)
- Apple ($AAPL) didn't really answer many questions yesterday. (daringfireball.net)
- Just how different is the Apple Card? (wsj.com)
- How much does Apple ($AAPL) make off of lost AirPods? (howardlindzon.com)
- WTF, Apple? (fastcompany.com)
Finance
- How big a loss, is too big, for a company to go public? (Think Lyft) (wsj.com)
- Mastercard ($MA) wants to provide you with a 'digital identity.' (wired.com)
- PayPal's ($PYPL) Venmo unit is increasingly less cuddly. (wsj.com)
ETFs
- Calculating closing NAVs for foreign equity ETFs is an ongoing challenge. (etf.com)
- ETNs are falling by the wayside. (etf.com)
Fund management
- The rise in passive investing means less jobs at asset managers. (citywireusa.com)
- Should investors be worried about the unicorn IPOs in their index funds. (blogs.cfainstitute.org)
Global
- Canadian consumer debt is beginning to be a problem. (bloomberg.com)
- A map of the countries with the most oil reserves. (visualcapitalist.com)
The Fed
Economy
- The slope of the yield curve is not an on/off switch. (awealthofcommonsense.com)
- RV sales dropped precipitously in January. (econbrowser.com)
- Case-Shiller showed a year-over-year 4.3% increase in home prices in January. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: concentrated portfolios. (abnormalreturns.com)
- In today's Market Moment I discuss Ford's sale of Jaguar Land Rover and what EVs mean for its future. (shows.pippa.io)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: fee compression. (abnormalreturns.com)