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Quote of the Day
"Bitcoin futures exemplify the maturing of crypto markets."
(Aaron Brown)
Sell in May
- Why 'Sell in May' returns are concentrated in a particular year. (marketwatch.com)
- Why 'Sell in May' doesn't work as a standalone strategy. (allocatesmartly.com)
- Why you should just ignore all the seasonality stuff. (klementoninvesting.substack.com)
Strategy
- How to safeguard against confirmation bias in the (abundant) information age. (calibratingcapital.com)
- Narrative follows price, always. (blogs.cfainstitute.org)
- What happens when you take a long break from blogging. (alephblog.com)
Streaming
- AT&T ($T) has already messed up the launch of HBO Max. (lefsetz.com)
- How much longer is Netflix ($NFLX) going to have to burn cash? (hollywoodreporter.com)
Finance
- Where did the big short report on GE ($GE) go? (ftalphaville.ft.com)
- Juul holders, including Altria ($MO), are slashing their valuations of the stock. (wsj.com)
Global
Books
- "The Man Who Solved the Market" by Greg Zuckerman is going to be the go-to holiday gift for the finance-type on your list. (finance.yahoo.com)
- A Q&A with Ben Horowitz about how he picked subjects to write about in his new book "What You Do Is Who You Are." (fastcompany.com)
- An excerpt from "Will My Cat Eat My Eyeballs: Big Questions from Tiny Mortals About Death" by Caitlin Doughty. (mentalfloss.com)
Economy
- Tim Duy, "After a fairly hectic year, Powell and his colleagues are moving off to the sidelines." (blogs.uoregon.edu)
- Q3 GDP growth was driven almost entirely by the consumer. (econbrowser.com)
- Weekly initial unemployment claims ticked higher from historically low levels. (calculatedriskblog.com)
- Despite low unemployment rates, there is still a cadre of long-term unemployed. (nytimes.com)
Earlier on Abnormal Returns
- Startup links: more financial discipline. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: what really matters. (abnormalreturns.com)
- Big life transitions happen whether we want them to or not. (abnormalreturns.com)
Mixed media
- So much 'career advice' is just ex-post reasoning. (awealthofcommonsense.com)
- Do attractive people have an unfair advantage in the workplace? (hbr.org)
- How to tell if you have workplace burnout or something else altogether. (fastcompany.com)
- There is nothing wrong with earning a return on your art. (nytimes.com)
