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Quote of the Day
"A recession is less frightful than a terror attack, but stocks react very similarly to the unknown and the release of new information across the tape every hour."
(Josh Brown)
Markets
- Why bear market rallies are so wicked. (theirrelevantinvestor.com)
- The challenge today is to sort the transitory from the permanent. (alephblog.com)
Financial media
- Seven tips for spotting fake financial news. (blog.acadviser.com)
- The financial media is about eyeballs, not information. (calibratingcapital.com)
- We are wired to listen to stories. (benningfieldadvisors.com)
Strategy
- How Meb Faber invests his own money. (mebfaber.com)
- How small changes can prevent you from making big mistakes. (blog.validea.com)
Companies
- Twitter ($TWTR) and CEO Jack Dorsey are on the clock. (wired.com)
- Why many businesses are going to hit their 'absorbing barriers' in this downturn. (collaborativefund.com)
Exchanges
- How the last half hour of trading has become so important for stocks. (wsj.com)
- The CFTC has given the go-ahead to The Small Exchange which is focused on individual investors. (wsj.com)
Fund management
- Why you should expect more OCIO businesses to close up shop. (institutionalinvestor.com)
- Target date funds are not meant for trading. (morningstar.com)
Covid-19
- Why 'flattening the curve' of Covid-19 infections is so important. (statnews.com)
- There is really no good reason to delay social distancing. (theatlantic.com)
- Five charts to track the spread of Covid-19. (ritholtz.com)
- The flip side of bad information is the potential for additional good information as well. (stratechery.com)
Work and school
- Major employers like Google are encouraging their workers to stay home. (edition.cnn.com)
- 'Social distancing' is the early leader for phrase of the year. (washingtonpost.com)
- Working from home does not mean going to your nearby Starbucks ($SBUX). (slate.com)
- Covid-19 is going to serve as a catalyst for how we work. (fortune.com)
- Why cancelling school is such a fraught decision. (npr.org)
Economy
- How well does the stock market do at forecasting economic recessions? (theirrelevantinvestor.com)
- How market turmoil is feeding back into the economy. (economist.com)
Earlier on Abnormal Returns
- Personal finance links: your personal economy. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: lagged correlations. (abnormalreturns.com)
