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Quote of the Day
"In highly intricate and unpredictable environments, applying simple decision rules or heuristics can be invaluable. We just have to ensure that we are using the correct ones."
(Joe Wiggins)
Chart of the Day
Markets
- Italian and Greek bonds “are trading like Bunds [German bonds] on steroids: safe bonds but with a bit more yield.” (ft.com)
- The Motley Fool is still at it 27 years later. (howardlindzon.com)
Strategy
- Why avoiding big losses is far more important than trying to optimize returns. (ofdollarsanddata.com)
- When does investing tip over into speculation? (morningstar.com)
- Once you notice confirmation bias, you see it everywhere. (rpseawright.wordpress.com)
Companies
- Everybody in the food delivery space, including Grubhub ($GRUB), is looking for strategic options. (wsj.com)
- Tesla's ($TSLA) biggest achievement has been in changing how we think about cars. (wsj.com)
- Why Restoration Hardware ($RH) still publishes BIG print catalogs. (theatlantic.com)
- The divide between local and national newspapers is only growing. (axios.com)
Finance
- Banks and credit card companies are pushing biometric payment systems. (axios.com)
- A look at the growth in 'shadow payments' companies. (klementoninvesting.substack.com)
Funds
- Franklin Resources ($BEN) is buying Legg Mason ($LM) to form a $1.5 trillion asset manager. (wsj.com)
- Blackrock ($BLK) is set to become the biggest money manager in the UK. (ft.com)
Global
- The coronavirus has forced Chinese companies to experiment with remote work. (ft.com)
- Apple ($AAPL) is lowering earning estimates due to the fallout from the coronavirus. (cnbc.com)
- The coronavirus has created a glut of oil sitting on supertankers. (ft.com)
Economy
- Q1 GDP estimates are coming down. (capitalspectator.com)
- The National Association of Home Builders ticked lower in January. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: a free lunch. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: time and energy. (abnormalreturns.com)
