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Quote of the Day
"Happy endings come from an understanding of the compass, not the presence of a useful map.
If you’ve got the wrong map, the right compass will get you home if you know how to use it."
(Seth Godin)
Markets
- Hints that the drop in interest rates is over. (allstarcharts.com)
- Stop trying to squeeze meaning from random market moves. (dashofinsight.com)
Strategy
- Your market return expectations drive your asset allocation. (wsj.com)
- When it comes to factor investing, keep it simple. (humbledollar.com)
Companies
- What went wrong at Mattel ($MAT). (brontecapital.blogspot.com)
- Can Spotify ($SPOT) ever make money? (barrons.com)
- A profile of the CEO of newly public Zoom Communications ($ZM). (forbes.com)
- Big Food is spinning off brands at an accelerating rate. (forbes.com)
- To understand Disney+ you have to understand DisneyWorld. (vulture.com)
- Something has got to give in the food delivery space. (bloomberg.com)
- Mom jeans are leading a denim comeback. (washingtonpost.com)
Finance
- Business software IPOs are trouncing consumer-facing companies. (wsj.com)
- Sneakers are now a tradeable good. (latimes.com)
ETFs
- Don't let your advisor launch a new ETF at the expense of your taxes. (wsj.com)
- A shrinking pool of MLPs is making it tough for MLP-only ETFs. (sl-advisors.com)
Economy
- Is it a good time to buy a house? (thebasispoint.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: coexisting with wolves. (abnormalreturns.com)
- Financial planning isn't just for couples. (abnormalreturns.com)
- Changing behavior takes a long time: health, investing and eating meat. (abnormalreturns.com)
