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Quote of the Day
"The bottom line is huge riches don’t come both fast and safely."
(Meb Faber)
Markets
- The 10-year Treasury note fell below 1.0% for the first time in history. (capitalspectator.com)
- Now there is talk of negative yields on Treasury securities. (barrons.com)
Strategy
- Panic selling forces you to make another decision: when to get back in. (blairbellecurve.com)
- Why we desperately search for some sense of control in a down market. (awealthofcommonsense.com)
- Don't overdose on confidence in this environment. (traderfeed.blogspot.com)
Companies
- Companies as big as Apple ($AAPL), Amazon ($AMZN), Microsoft ($MSFT) and Google ($GOOGL) shouldn't keep growing as fast as they do. What is going on? (medium.com)
- Lego is one of the few companies to buck the downtrend in toy sales. (foxbusiness.com)
- What would a Dorsey-less Twitter ($TWTR) look like in practice? (ft.com)
Finance
- Institutional investors are looking for access to company management, sans Wall Street analysts. (wsj.com)
- Private equity firms are increasingly recycling old companies into new funds. (institutionalinvestor.com)
Fund management
- Jack Forehand talks with Meb Faber of Cambria Funds about what it takes to survive in asset management today. (blog.validea.com)
- Fidelity had a good 2019 as AUM rose from $2.5 trillion to $3.2 trillion. (wsj.com)
Travel
- The global tourism industry is essentially on hold. (bloomberg.com)
- Las Vegas is waiting to see how coronavirus plays out. (nytimes.com)
- Just how much will international travel to the US fall? (axios.com)
- The conference industry is taking the brunt of the coronavirus fallout. (wsj.com)
- The entire aviation sector is pretty much on hold. (ft.com)
The Fed
- The Fed isn't necessarily trying to prop up the stock market. It's got a bigger game to play. (finance.yahoo.com)
- Not everyone is on board with the Fed's rate cut. (riabiz.com)
- The Fed had some room to cut rates. Other central banks don't. (bnnbloomberg.ca)
Economy
- The coronavirus is going to affect the US economy the only question is how much? (calculatedriskblog.com)
- Is coronavirus going to be the tipping point for highly leveraged companies? (ft.com)
Earlier on Abnormal Returns
- Personal finance links: a financial tool belt. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: sticking with the process. (abnormalreturns.com)
- Redirect your fear into a more productive option like refinancing your mortgage. (abnormalreturns.com)
- Monthly ESG links: compounding the confusion. (abnormalreturns.com)
Mixed media
- On the complex dynamics of society's reaction to coronavirus. (feld.com)
- Computer modeling is being used to try and forecast coronavirus spread easier. (npr.org)
- We are living in the golden age of hand washing PSAs. (npr.org)
- How to talk to kids about coronavirus. (parenting.nytimes.com)
- Not touching your face is HARD. (slate.com)
