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Quote of the Day
"In three years, we’ll have more vaccines, better preparedness for epidemics and all sorts of lessons as business owners, investors and citizens under our belts. Some things will have gone back to how they were. Some things will have changed forever. But life will go on."
(Josh Brown)
Markets
- What is the VIX telling us? (ritholtz.com)
- Nearly every stock is now below its 200 day moving average. (allstarcharts.com)
- We are once again in a zero yield world. (finance.yahoo.com)
- The pros and cons of looking for yield in today'a markets. (morningstar.com)
Strategy
- Nothing like a bear market to get everyone talking about stocks again. (theirrelevantinvestor.com)
- Why your minds turn to extreme scenarios in times like this. (movement.capital)
- How to think about the flow of Covid-19 related information. (blairbellecurve.com)
- Getting away from the screens is good for your mental health and portfolio. (basonasset.com)
- Your emergency fund was built for times like this. (awealthofcommonsense.com)
Entertainment
- The entertainment industry is hit in a number of ways, not just attendance. (variety.com)
- The cancellation of big music festivals has a ton of ripple effects. (wsj.com)
- Sports, both college and pro, have pretty much ground to a halt. (espn.com)
Finance
- The NYSE is planning to trade with the floor closed. (wsj.com)
- Corporate credit is going to get tested this year. (ft.com)
Private equity
- Private equity firms have dry power. How quickly will they put it to work? (institutionalinvestor.com)
- Private equity backed companies are drawing down credit lines in anticipation of trouble. (latimes.com)
Funds
Covid-19
- Italy is a cautionary tale for the US. (vox.com)
- The lack of testing in the US is only increasing uncertainty. (axios.com)
- A risk assessment matrix for Covid-19 exposure and mass gatherings. (marginalrevolution.com)
- Many media outlets are dropping paywalls around Covid-19 coverage. (kottke.org)
- A Covid-19 reading list. (theverge.com)
Economy
- Weekly initial unemployment claims last week did not see a Covid-19 uptick, yet. (calculatedriskblog.com)
- Low mortgage rates won't do much to increase residential investment. (wsj.com)
- Why we need to be on recession watch. (awealthofcommonsense.com)
- Why the Fed needs to cut rates to zero now. (finance.yahoo.com)
Earlier on Abnormal Returns
- Startup links: less friction. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: your personal economy. (abnormalreturns.com)
