Did you know you can stay up-to-date with all of our posts via our daily e-mail newsletter? Sign up today!
Quote of the Day
"Bitcoin now makes up almost 70% of that aggregate market cap. In some ways, Bitcoin is the one protocol that has found lasting product-market fit."
(Fred Wilson)
Chart of the Day
Box Inc. ($BOX) has attracted an activist shareholder. (chart via @koyfin)
Strategy
- The stock market is forward-looking, but it isn't prescient. (awealthofcommonsense.com)
- There is ALWAYS something to worry about in the markets. (thehumanadvisor.com)
- You can really only control three things about your portfolio. (myessentialwealth.com)
- Bucketing a portfolio is all about psychology. (klementoninvesting.substack.com)
- Google ($GOOGL) is effectively causing companies to buy ads to appear near your own search results. (cnbc.com)
- Google ($GOOGL) is accused of feeding secret, personal data to advertisers. (ft.com)
- YouTube is paying a big fine due to child privacy law violations. (cnbc.com)
Finance
- Post-GFC, American banks are the last ones standing. (wsj.com)
- The re-financing window is wide open. (ft.com)
- Afterpay is succeeding in the "buy now, pay later" space. (money.yahoo.com)
Funds
Work
- Don't let personality assessments to unconsciously discriminate in the workplace. (nytimes.com)
- Should you accept a lower level job after a career break? (hbr.org)
- How to use Slack without mucking it up. (businessinsider.com)
- Not every promotion is worth it. (fastcompany.com)
Economy
- The slowdown in manufacturing on top of the inversion of the yield curve is concerning. (blogs.uoregon.edu)
- Why a recession isn't inevitable. (nytimes.com)
- Recessions have become scarier, because they have become rarer. (ft.com)
- Why "record" mortgage debt levels are not a big deal. (ritholtz.com)
Earlier on Abnormal Returns
- Personal finance links: better informed investors. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: filling the piggy bank. (abnormalreturns.com)
- Monthly ESG links: understanding risks. (abnormalreturns.com)
