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Quote of the Day
"In the short run, the stock market isn’t necessarily a good predictor of how bad the pandemic will get, in part because investors are working off the same scant information as everyone else."
(Joe Pinsker)
Markets
- A look back at a bad week for the markets. (koyfin.com)
- Bonds did their job this week. (awealthofcommonsense.com)
- Sentiment measures are showing fear and a touch of panic. (disciplinedinvesting.blogspot.com)
- Earnings are going to take a hit. We just don't know how much. (sl-advisors.com)
Strategy
- What happens when you Google: "Should I sell my stocks..." (theirrelevantinvestor.com)
- When markets speed up, it helps to slow down. (forbes.com)
- How markets reacted to prior viral outbreaks. (investoramnesia.com)
Coronavirus
- The hardest part of coronavirus is the uncertainty. (bloomberg.com)
- How coronavirus differs from influenza. (nytimes.com)
- History (and logic) tell us that coronavirus will not be the last such outbreak. (nejm.org)
- Your hand-washing questions answered. (slate.com)
- A first-hand account of having coronavirus. (washingtonpost.com)
- Can you trust what governments are saying about coronavirus? (epsilontheory.com)
Global
- China's manufacturing economy is in free fall. (cnbc.com)
- Pollution levels have plummeted in China. (earthobservatory.nasa.gov)
- Central banks can't do much when it comes to coronavirus. (nytimes.com)
Policy
- Anne Case, "What’s really killing us is the fact that costs are now so high that it’s eating our economy from the inside out. And the people who are paying the price for that are people with less education." (ft.com)
- Rising wealth inequality helps explain a lot of what is happening in politics today. (ritholtz.com)
- Higher rents are forcing more people in the American West to live in RVs. (wsj.com)
- Rising rents are a global problem: the case of Ireland. (nytimes.com)
- Private capital has done little to bridge the infrastructure gap in the US. (ft.com)
Economy
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (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: indeterminacy and uncertainty. (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)
