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Quote of the Day
"It’s impossible to plan for what you can’t imagine, and the more you think you’ve imagined everything the more shocked you’ll be when something happens that you hadn’t considered."
(Morgan Housel)
Markets
- Five things Barry got wrong in 2019. (finance.yahoo.com)
- Natural and environmental disasters have risen to the top of people's list of worries. (visualcapitalist.com)
- Quants are having a tough time of it. (ft.com)
Apple
- Why the rise in Apple's ($AAPL) stock last year was so stunning. (awealthofcommonsense.com)
- Apple, Microsoft, Alphabet, Amazon and Facebook are together worth some $5.2 trillion or nearly 18% of the S&P 500. (cnbc.com)
Companies
- Amazon ($AMZN) keeps pushing for new ways for us to pay for stuff in retail establishments. (wsj.com)
- Clearview AI has already deployed a truly advanced facial recognition system with hundreds of policy departments. (nytimes.com)
Finance
Fund management
- Just because a fund has ESG in the name doesn't mean its truly sustainable. (barrons.com)
- Here are the finalists for the 2019 ETF.com Annual ETF Awards. (etf.com)
GDP
- Why we shouldn't be too quick to kick GDP to the curb as a measure of the economy. (ftalphaville.ft.com)
- "Happiness and wellbeing markers for the state of a national economy have little to do with how a given individual feels." (fastcompany.com)
- Just how big is the world's 'shadow economy'? (klementoninvesting.substack.com)
Policy
- Research shows U.S. tariffs continue to be almost entirely borne by U.S. firms and consumers. (papers.ssrn.com)
- A higher minimum wage is tied to a lower suicide rate. (arstechnica.com)
- What a New American Retirement Plan should look like based on lessons learned from other countries. (morningstar.com)
- Despite a turn up in the economy, the number of executive assistant jobs keeps shrinking. (wsj.com)
- Older Americans are increasingly becoming independent contractors. (papers.ssrn.com)
- Rural Kentucky is getting left behind in broadband access. (propublica.org)
Economy
- Housing starts are at at 13-year high. (crossingwallstreet.com)
- A succinct summary of the week's economic events. (ritholtz.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: members of the guild. (abnormalreturns.com)