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Quote of the Day
"The lack of explosive growth at Twitter is due to many factors, all within Mr. Dorsey’s control, including a profound slowness on product innovation and a weak effort in advertising...it’s clear that Twitter has lagged."
(Kara Swisher)
Markets
- Yesterday's rally was weird - risk-off stocks dominated. (theirrelevantinvestor.com)
- How does the stock market perform post-Fed rate cut? (ofdollarsanddata.com)
- Closed-end funds are on sale. (charlessizemore.com)
Strategy
- Why you need selective amnesia to be a good investor. (albertbridgecapital.com)
- 21 mistakes investors make during a downturn. (mavenadviser.com)
- The recency effect at work: how coronavirus pushed climate change to the side. (behaviouralinvestment.com)
Crypto
Business
- US airlines are cutting scheduled flights due to coronavirus. (nytimes.com)
- Campbell's Soup ($CPB) is upping production. (axios.com)
- Movie theaters will take a hit if more movies get delayed and people stay home. (bloomberg.com)
- Food service workers likely don't have paid sick leave. (washingtonpost.com)
- Retailers didn't need the shock from coronavirus. (wsj.com)
Media
- ViacomCBS ($VIAC) is planning to sell its Simon & Schuster book publishing division. (variety.com)
- How ephemeral messaging on Twitter ($TWTR) could increase the problem of disinformation. (fastcompany.com)
- Why political campaigns are blowing up your messages. Because they can. (fastcompany.com)
Finance
- DoorDash is besting its competition, but a successful IPO is not guaranteed. (nytimes.com)
- Why did it take so long for electronic bond trading to gain a foothold? (economist.com)
- The SEC is cutting companies some slack on filings due to coronavirus. (axios.com)
- The SEC wants to up the amount that companies can raise in an equity crowdfunding round. (wsj.com)
Funds
Global
- Europe's tourism is looking at a rough Spring and Summer. (wsj.com)
- Freedom is in retreat around the world. (axios.com)
- Toronto's housing market is on fire. (bnnbloomberg.ca)
Coronavirus
- Researchers are using different approaches to come up with a coronavirus vaccine. (ft.com)
- R0 and the math behind the spread of coronavirus. (finance.yahoo.com)
- Tips on how to stop touching your face. (nytimes.com)
Mortgage rates
- What to do if you locked your mortgage rate and rates fell? (thebasispoint.com)
- Sub-3% 30 year home mortgages are now a reality. (bloomberg.com)
- Mortgage refinancing is a bright spot in the US economy. (blogs.uoregon.edu)
Economy
- US employers haven't started cutting back yet as weekly initial unemployment claims hang in at low levels. (calculatedriskblog.com)
- Nonresidential investment has tailed off. (econbrowser.com)
- The US economy is cleaving along certain lines. (ritholtz.com)
Earlier on Abnormal Returns
- Startup links: employee entitlement. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a financial tool belt. (abnormalreturns.com)
- Redirect your fear into a more productive option like refinancing your mortgage. (abnormalreturns.com)
- Monthly ESG links: compounding the confusion. (abnormalreturns.com)