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Quote of the Day
"We have a stock market today that is less sensible and orderly than usual, because of the disconnect between dreams and expertise."
(Robert J. Shiller)
Geopolitics
- Nick, "Personally, I’d rather ignore geopolitical risk all together than make predictions based on subjective probabilities." (demonetizedblog.com)
- Oil traders are not taking geopolitical risks with a big grain of salt. (wsj.com)
Strategy
- The stock market is a much more nuanced place than 'good' fundamental investors and everyone else. (morningstar.com)
- Why investors should use a checklist. (caseywolf.blog)
- Stock options are the 'Swiss Army knife' of financial instruments: both need to be used with care. (humbledollar.com)
IPOs
- A look at some alternative data on One Medical ($ONEM) which just filed to go public. (media.thinknum.com)
- TopGolf looks to go public. (bloomberg.com)
Companies
- "Dotdash’s emphasis on human-created content makes it almost the anti-Google." (fastcompany.com)
- Tesla ($TSLA) is now almost worth more than Ford ($F) and General Motors ($GM). (ft.com)
- Sonos ($SONO) is suing Google ($GOOGL) over stolen speaker technology. (nytimes.com)
Fintech
- The fintech space has gotten crowded with me-too companies. (howardlindzon.com)
- If every fintech eventually becomes a bank, are the big banks going to win anyway? (thebasispoint.com)
Funds
- Europe is getting their very own marijuana ETF. (ft.com)
- The new North Shore Dual Share Class ETF ($DUAL) will track dual-class share companies. (investmentnews.com)
- Five things to look for ETFs in 2020 including the launch of non-transparent, actively managed ETFs. (wsj.com)
Food
- Yum Brands ($YUM) is buying Habit Restaurants ($HABT). (wsj.com)
- Borden follows Dean Foods into Chapter 11 bankruptcy. (nypost.com)
- Impossible Foods now wants to make fake pork. (cnn.com)
Global
Earlier on Abnormal Returns
- Research links: the broad spectrum of active investors. (abnormalreturns.com)
- What lessons can we take away from the United States' long history of political fights over the central bank? (shows.pippa.io)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: ESG nuance. (abnormalreturns.com)
- No commissions, mean no excuses to get started investing. (abnormalreturns.com)
