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Quote of the Day
"Putting your money into the market will NEVER feel like it’s quite the right time. It’s the nature of investing."
(Ashby Daniels)
Tesla
- Just how epic is the Tesla ($TSLA) short squeeze? (thereformedbroker.com)
- Part of the jump in Tesla is due to individual investors jumping in. (ftalphaville.ft.com)
- Howard Lindzon, "Tesla is dominating traders and investors consciousness." (howardlindzon.com)
Strategy
- Will aging baby boomers tank the stock market when they go to sell? (awealthofcommonsense.com)
- What does the coronavirus mean for investors? (blairbellecurve.com)
- Why investing based on demographic trends doesn't work. (klementoninvesting.substack.com)
Big Tech
- Google ($GOOGL) discloses YouTube revenues, ~$15 billion, for the first time. (theverge.com)
- Why Facebook ($FB) and Microsoft ($MSFT) should follow Google's lead and disclose more data on lines of business. (marketwatch.com)
- Goldman Sachs is close to striking a deal with Amazon to offer small business loans to its US customers. (ft.com)
- Visa ($V) is proposing wholesale changes in its interchange fees. (bnnbloomberg.ca)
- Ben Thompson, "Facebook is better positioned for the future than it appears." (stratechery.com)
Resources
- Orsted is in line to become the world's first “green energy supermajor”. (ft.com)
- The rapid energy transition is likely to strand some carbon assets on the balance sheets of resource companies. (ft.com)
Finance
- Workplace productivity toolmaker Asana has filed to go public via a direct listing. (techcrunch.com)
- High frequency trader, TradeBot, has seen its profitability shrink. (wsj.com)
Private assets
- Calstrs is moving money from public to private markets. (institutionalinvestor.com)
- Overseas investors were net sellers of US commercial real estate in 2019. (wsj.com)
- Private equity firms are beefing up their tech talent. (institutionalinvestor.com)
Funds
- The SEC is proposing to further reduce mutual fund shareholder disclosures. (nytimes.com)
- Why long-term investors can safely ignore leveraged ETFs. (evidenceinvestor.com)
- Is interest in ESG stocks driving growth stock outperformance? (ft.com)
Global
Economy
- Lumber prices are moving higher. (calculatedriskblog.com)
- A June Fed rate cut is on the table. (crossingwallstreet.com)
Earlier on Abnormal Returns
- Research links: the canonical set of factors. (abnormalreturns.com)
- February ESG links: stewardship codes. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: giving honest advice. (abnormalreturns.com)
