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Wednesday links: the value of a plan

March 18, 2020

Wednesday links: the value of a plan

March 18, 2020

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Quote of the Day

"I have never understood the value of a financial plan more than I do today."

(Blair duQuesnay)

Chart of the Day

Historically, a high VIX has meant good things for the stock market going forward.

(ofdollarsanddata.com)

Markets

  • 2020 is another example that there is no 'average' year in the stock market. (evidenceinvestor.com)
    TweetPocketInstapaper
  • Analysts haven't really started marking down earnings estimates yet. (finance.yahoo.com)
    TweetPocketInstapaper
  • Short-selling bans won't solve anything. (ftalphaville.ft.com)
    TweetPocketInstapaper
  • Bond return are all over the map. (capitalspectator.com)
    TweetPocketInstapaper
  • Some signs of insider buying. (valueplays.net)
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Strategy

  • There are no iron laws in finance and investing. (klementoninvesting.substack.com)
    TweetPocketInstapaper
  • This crisis is going to help learn about yourself. (alephblog.com)
    TweetPocketInstapaper
  • At some point long-term values will win out. (blog.validea.com)
    TweetPocketInstapaper
  • Steps to take to avoid hindsight bias. (theirrelevantinvestor.com)
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Companies

  • Boeing ($BA) was in a tough spot even before coronavirus hit. (nytimes.com)
    TweetPocketInstapaperSymbols: $BA
  • Costco ($COST) just bought logistics company Innovel from the old Sears. (businessinsider.com)
    TweetPocketInstapaperSymbols: $COST
  • Warehouse sales were on the uptick leading up to coronavirus panic. (secondmeasure.com)
    TweetPocketInstapaper

Business

  • Big businesses have an advantage when crises strike. (finance.yahoo.com)
    TweetPocketInstapaper
  • Small businesses in the UK feel whipsawed. (marketwatch.com)
    TweetPocketInstapaper

Apple

  • On any other day the Apple ($AAPL) iPad Pro news would have been noteworthy. (sixcolors.com)
    TweetPocketInstapaperSymbols: $AAPL
  • Apple ($AAPL) iPhones stay in use longer. (asymco.com)
    TweetPocketInstapaperSymbols: $AAPL

Funds

  • Risk party strategies are not meant to protect from full-on panics. (investresolve.com)
    TweetPocketInstapaper
  • On the dangers of holding leveraged ETFs for the long run. (etf.com)
    TweetPocketInstapaper

Covid-19 impacts

  • Virtual house tours are now top of mind for house buyers. (marketwatch.com)
    TweetPocketInstapaper
  • Just because you are working from home doesn't mean you are on 24/7. (slate.com)
    TweetPocketInstapaper
  • Don't let coronavirus prevent you from donating blood. (npr.org)
    TweetPocketInstapaper

Economy

  • Gasoline is cheap but Americans aren't driving much. (wsj.com)
    TweetPocketInstapaper
  • The past couple of decades in interest rates visualized. (visualcapitalist.com)
    TweetPocketInstapaper

Earlier on Abnormal Returns

  • Personal finance links: shored up finances. (abnormalreturns.com)
    TweetPocketInstapaper
  • What you missed in our Tuesday linkfest. (abnormalreturns.com)
    TweetPocketInstapaper
  • Research links: negative cash flows. (abnormalreturns.com)
    TweetPocketInstapaper
  • The scarcity mindset saps your ability to make good decisions. Covid-19 is making putting more of us at-risk. (abnormalreturns.com)
    TweetPocketInstapaper
  • Structural breaks can only be known in hindsight. (abnormalreturns.com)
    TweetPocketInstapaper

Mixed media

  • The only thing you manage in this crisis is your response. (klementoninvesting.substack.com)
    TweetPocketInstapaper
  • It's okay to be scared and anxious. The challenge is getting past it. (awealthofcommonsense.com)
    TweetPocketInstapaper
  • On the power of keeping a regular schedule these days. (moretothat.com)
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  • Go for a walk. It's okay. (slate.com)
    TweetPocketInstapaper

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