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Quote of the Day
"Was there ever a time when you made a decision under duress and it actually turned out to be the right decision? I can tell you on my own account, most of my worst investing decisions have come in the face of panic."
(Ramp Capital)
Chart of the Day
Concentration is a feature, not a bug, of stock market structure.
Rates
- Muni bond yields are also at multi-decade lows. (wsj.com)
- The 10-year Treasury note hit a record low yield yesterday. (marketwatch.com)
- Why the Fed is likely to cut rates (again). (themacrotourist.com)
Markets
- 6% two-day drops are pretty rare. What happens next? (ofdollarsanddata.com)
- Falls like this often lead to a bounce, eventually. (quantifiableedges.com)
Strategy
- Individual investors have the luxury of time relative to institutional investors. (wsj.com)
- A profile of the r/wallstreetbets Reddit crowd and how they came to be a force in the stock market. (bloomberg.com)
Retail
- Shopping malls are trying to attract entertainment companies to fill space. (curbed.com)
- Experiential retailing isn't really retailing at all. (collaborativefund.com)
- 'Costco Connection' is America's fourth biggest magazine. (cnn.com)
Companies
- Why did Bob Iger choose to step down as CEO of Disney ($DIS) now? (vox.com)
- Who's going to be left to own coal mining stocks, (wsj.com)
Finance
- Why big banks need Credit Karma, and vice versa. (thebasispoint.com)
- JP Morgan Chase ($JPM) is on the hunt for fintech acquisitions. (cnbc.com)
Funds
Coronavirus
- Why stock market volatility is the least of our problems. (thereformedbroker.com)
- Viruses are difficult to model or predict. (awealthofcommonsense.com)
- Coronavirus is firmly entrenched in Europe now. (nytimes.com)
- Travel restrictions are at best a stopgap. What countries should be doing to prepare. (sciencemag.org)
- Why communicating public health information is so challenging. (blogs.scientificamerican.com)
- Coronavirus is another reason why the first bump should replace the hand shake. (marginalrevolution.com)
Economy
- US companies are waiting to see how big the disruptions are from Chinese suppliers. (washingtonpost.com)
- Fiscal expansion is coming around the globe. (themacrotourist.com)
Earlier on Abnormal Returns
- Personal finance links: a more meaningful life. (abnormalreturns.com)
- What I'm reading: the coronavirus edition. (abnormalreturns.com)
- An annual tradition: the 2020 Credit Suisse Global Investment Yearbooks it out. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: investing now. (abnormalreturns.com)
