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Quote of the Day
"The most important ideas are those that apply to multiple fields."
(Morgan Housel)
Bonds
- The rate on CDs are looking up these days, at least compared to other options. (barrons.com)
- Investors are pouring money into bond funds. (sentimentrader.com)
- Direct indexing is coming for bonds. (barrons.com)
Markets
- The coronavirus is a prime example of the market noise machine at work. (dashofinsight.com)
- This is what got ZeroHedge permanently banned from Twitter. (buzzfeednews.com)
Strategy
- Michael Batnick, "The best way to make sure you never sell out of fear is to never put yourself in that position in the first place." (theirrelevantinvestor.com)
- There is a big difference between narrative and prediction. (mrzepczynski.blogspot.com)
- The trading advice industry is not setup to tell aspiring traders to stop trading. (traderfeed.blogspot.com)
Wealth management
- Why do great family fortunes rarely last more than a few generations? (humbledollar.com)
- How Howard Lindzon invests his own money. (howardlindzon.com)
Trends
- 'Ghost kitchens' are spreading across the real estate landscape. (wsj.com)
- How Americans move is changing, with the help of some new apps. (axios.com)
- Another example of a CEO getting filthy rich despite poor/middling performance. (epsilontheory.com)
- The nature of work is changing, policy has not kept pace. (nytimes.com)
- The greeting card business is in terminal decline. (wsj.com)
Finance
- JP Morgan's ($JPM) high stock price makes stock buybacks less attractive. (wsj.com)
- How the top financial centers in the world have shifted over time, a visualization. (visualcapitalist.com)
Asset management
- Five ways to bring more women into asset management. (academicinsightsoninvesting.com)
- ESG is one area of asset management where women seem to have reasonable representation. (pionline.com)
Fund biz
- Three big trends in the ETF world. (etf.com)
- It's always interesting to see the comings and goings in the mutual fund world. (mutualfundobserver.com)
Retirement savings
- US workers need a better system for turning retirement savings into income. (morningstar.com)
- Three states, including Oregon, are making retirement savings options available to smaller employers. (barrons.com)
- Should government mandate a certain level of retirement savings? (morningstar.com)
- The State of Illinois is headed for pension crisis...eventually. (pointsandfigures.com)
Policy stuff
- Is there a line in the sand where the US federal budget deficit actually matters? (awealthofcommonsense.com)
- Inheritance taxes have largely been eliminated in the US - why a bounceback is likely. (news.yahoo.com)
- A simple thing that US state and local governments are NOT doing to safeguard elections. (npr.org)
- How does the USMCA differ from NAFTA? (nytimes.com)
- Five big (electoral) demographic shifts underway in the US. (axios.com)
- How immigrants drive entrepreneurship and innovation in the economy. (behavioralscientist.org)
Economy
- Consumers are still the main driver of recent U.S. economic growth. (econbrowser.com)
- Farm bankruptcies spiked higher in 2019. (modernfarmer.com)
- A succinct summary of the week's big 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: performing domesticity (abnormalreturns.com)
