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Quote of the Day
"Unintentionally, passive investors skew capital allocations by favoring some asset classes over the others."
(John Rekenthaler)
Tesla
- Books will be written about the wild ride that is Tesla ($TSLA). (howardlindzon.com)
- The best lesson from Tesla ($TSLA) is that you shouldn't get wrapped up emotionally in a stock, good or bad. (aswathdamodaran.blogspot.com)
- How much of Tesla's ($TSLA) stock price is due to Elon Musk's fandom? (ft.com)
Strategy
- Is the boom in bond funds a sign of a bubble, or something else entirely? (wsj.com)
- Why should there be a real return on safe assets? (capitalspectator.com)
- Gold's long history is one of the things that makes it attractive to investors. (humbledollar.com)
- Impulse control and trading results. (klementoninvesting.substack.com)
- Rogue trader, Nick Leeson, is now selling trading advice. (wsj.com)
Big Tech
- Big Tech M&A is only going to attract more unwanted attention. (ft.com)
- Why Google ($GOOGL) Maps was such a big deal. (theverge.com)
- M.G. Siegler, "So stop trying to sell News+, Apple. It’s literally not worth it to you." (500ish.com)
- Why some companies are turning on Section 230. (nytimes.com)
Companies
- Softbank Group has attracted an activist investor in Elliott Management. (nymag.com)
- Uber ($UBER) is setting into its life as a public company. (nytimes.com)
- Aurora Cannabis is going in reverse. (barrons.com)
Private equity
- Amid rising rents, private equity loves manufacturing housing. (ft.com)
- Brookfield Asset Management ($BAM) just raised a $20 billion infrastructure fund. (wsj.com)
- Outside investors own a big chunk of the billion dollar movie 'The Joker.' (ft.com)
Funds
- If you have to buy value, how should you do it? (morningstar.com)
- The story behind the success of the Defiance Next Gen Connectivity ETF ($FIVG). (etf.com)
- Moore Capital shows hedge fund transitions are always tough. (institutionalinvestor.com)
Coronavirus
- Nicholas Bagley, "Indeed, if history teaches us anything, it’s that outbreaks of novel infectious diseases have always been normal. Even so, we’re almost never ready. History teaches us that too." (theincidentaleconomist.com)
- How does the coronavirus compare to influenza? (scientificamerican.com)
- Coronavirus is having a big effect on the energy markets. (axios.com)
- Cruise ship passengers are paying big time in this outbreak. (fastcompany.com)
- Why big pharma isn't interested in cornonavirus. (barrons.com)
Global
- Prior to the coronavirus, the global economy was looking up. (topdowncharts.com)
- China has 113 cities with more than 1 million residents. (visualcapitalist.com)
Economy
- The January NFP report showed continued jobs growth, albeit with a big benchmark revision. (calculatedriskblog.com)
- The employment benchmark revision visualized. (econbrowser.com)
Earlier on Abnormal Returns
- Podcast links: the business of counterfeiting (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: locked up capital. (abnormalreturns.com)
- February ESG links: stewardship codes. (abnormalreturns.com)
