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Quote of the Day
"Part of the unforeseen benefit of big declines is it pushes investors back toward strategies they can stick with for long periods of time."
(Morgan Housel)
Markets
- Since 1987, there have been 14 single-day declines of at least 6% in the S&P 500: what happens next (athrasher.com)
- The CNN Fear & Greed Index got pretty close to zero. (disciplinedinvesting.blogspot.com)
- Traders bought a lot of puts yesterday. (sentimentrader.com)
Strategy
- Market context will you only help you feel so much better. (awealthofcommonsense.com)
- Down markets feel a whole lot different in life than on paper. (ofdollarsanddata.com)
- Benjamin Graham on how to react when Mr. Market goes crazy. (wsj.com)
- Five principles for coping with market meltdowns. (rationalwalk.com)
Energy
- Dominoes are set to fall in the energy sector. (wsj.com)
- Natural gases don't jump around like oil does. (sl-advisors.com)
Companies
- Amazon ($AMZN) wants to sell its cashierless store technology to other retailers. (fastcompany.com)
- Nobody is going to cancel Netflix ($NFLX) in today's environment. (lefsetz.com)
Credit
- Some sort of credit event is coming: it would be naive to think otherwise. (nytimes.com)
- High yield muni bonds are not benefiting from the drop in interest rates. (wsj.com)
ETFs
- Downside-protected ETFs are the new hotness. (institutionalinvestor.com)
- A lot of high yield bond ETFs hold soon to be troubled energy names. (etf.com)
Oil
- The only winners in a global oil price war are consumers. (nytimes.com)
- Then again, it's hard to see how it will generate much incremental demand. (ft.com)
Covid-19
- Small businesses are uniquely at-risk of Covid-19 related disruptions. (permanentequity.com)
- Open floor plans are great for spreading viruses. (wsj.com)
- Why Covid-19 could be affected by the seasons. (calculatedriskblog.com)
- Seven ways to address Covid-19 anxieties. (theconversation.com)
- The 1918 Influenza Pandemic had long lasting impacts. (marginalrevolution.com)
Economy
Earlier on Abnormal Returns
- Research links: lagged correlations. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: game on. (abnormalreturns.com)
