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Quote of the Day
"Nearly all of the biggest challenges in America are, at some level, a housing problem."
(Conor Daugherty)
Markets
- Why you shouldn't react (or overreact) to every coronavirus data point. (brooklyninvestor.blogspot.com)
- What makes an asset 'safe'? (alephblog.com)
Trading
- Shorting stocks requires a completely different mindset. (stockcharts.com)
- Why it's important to test your limits as as a trader. (traderfeed.blogspot.com)
Berkshire Hathaway
- Value investors are increasingly kicking the tires of Berkshire Hathaway ($BRK.A) in hopes of more cash making its way to shareholders. (barrons.com)
- On the experience of having owned Berkshire Hathaway ($BRK.A) shares for the past 20 years. (rationalwalk.com)
Companies
- In the era of streaming, Universal, Sony and Warner dominate distribution. (ft.com)
- Canadian Mindmed is taking a page from cannabis companies, this time with psychadelics. (doubleblindmag.com)
- Howard Lindzon, "As Shopify and Apple Pay explode, Amazon needs to shake things up." (howardlindzon.com)
Fintech
- Technology is coming for the US housing market. (economist.com)
- There is a bull market in fractional art ownership companies. (finance.yahoo.com)
Media
- What's wrong with tech media today and the tech folks who attack it. (hunterwalk.com)
- If local newspapers die, what happens to civil society? (washingtonpost.com)
- Why the local news business isn't a business at all. (vox.com)
Tax policy
- Why cutting middle class taxes even further will cause greater disengagement. (news.yahoo.com)
- Upper income Americans don't think they got a tax cut. (marketwatch.com)
- Why property taxes are a uniquely bad way to fund school systems. (msn.com)
Policy
- How we came to believe that greater public investment would deprive us of personal consumption. (behavioralscientist.org)
- Activists want to use anti-trust laws to help curb corporate power. (nytimes.com)
- Economists have had too much influence on American policy decisions. (foreignaffairs.com)
- Why policy makers should keep a closer eye on the housing market. (ftalphaville.ft.com)
Economy
- How a 'hard landing' for China's economy will impact the US. (econbrowser.com)
- A succinct summation of the week's big economic events. (ritholtz.com)
- The economic schedule for the holiday-shortened week ahead. (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: unstable families. (abnormalreturns.com)
