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Thursday links: price discovery
March 19, 2020
Quote of the Day
“Here’s the irony. ETFs have quite literally become the market...They are price discovery.”
(Dave Nadig)
Markets
- Bond volatility is off the charts. (sentimentrader.com)
- There are still a handful of S&P 500 stocks that are up YTD. (thereformedbroker.com)
- P/E ratios aren't going to help you tell when the market has bottomed. (thereformedbroker.com)
- Short-selling is never easy, even in a bear market. (ft.com)
Conditions
- Josh Brown, "The market can bottom when the terror subsides and not a moment before." (thereformedbroker.com)
- Two things to look for before you can consider the corner turned. (novelinvestor.com)
Buying
- What to do if you have been sitting on cash for awhile waiting for a market dip. (blairbellecurve.com)
- You're not going to buy precisely at the market bottom and it doesn't matter anyway. (theirrelevantinvestor.com)
- Buying into a bear market always feels like the wrong thing to do. (awealthofcommonsense.com)
Strategy
- Right now a 'storm of stress' is hitting our brains. Some steps to take to avoid making big mistakes. (wsj.com)
- There is a good chance you brain is on overload right now. How to take a step back. (awealthofcommonsense.com)
Apple
- A closer look at all the new products Apple ($AAPL) dropped yesterday. (daringfireball.net)
- Apple ($AAPL) lost the tablet argument with Microsoft ($MSFT). (theverge.com)
Companies
- Slack ($WORK) is rolling out a big redesign. (protocol.com)
- Square ($SQ) gets the go-ahead to open a bank. (wsj.com)
Yield
- BDC buyers during this bull market are likely regretting their purchases. (investmentnews.com)
- Some of what we are seeing (in MLPs) is forced selling. (sl-advisors.com)
- Why mortgage REITs are struggling. (wsj.com)
ETFs
- Why have we seen so many bond ETFs trading at discounts over the past two weeks? (etf.com)
- ETP launches have ground to a halt and closures are accelerating. (etf.com)
Global
- What the ECB is buying right now. (ftalphaville.ft.com)
- The drop in oil prices is about more than falling demand. (mrzepczynski.blogspot.com)
- Oil has a storage problem. (ftalphaville.ft.com)
Economy
- Weekly initial unemployment claims have begun their uptick. (calculatedriskblog.com)
- Watch the plumbing not the liquidity. (mrzepczynski.blogspot.com)
- The housing market has pretty much ground to a halt. (thebasispoint.com)
Earlier on Abnormal Returns
- Startup links: acting with compassion. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: shored up finances. (abnormalreturns.com)
- The scarcity mindset saps your ability to make good decisions. Covid-19 is making putting more of us at-risk. (abnormalreturns.com)
- Structural breaks can only be known in hindsight. (abnormalreturns.com)
Mixed media
- There is an opportunity in breaking old routines. (thesimpledollar.com)
- It's okay to have some difficult thoughts about what is going on. (theincidentaleconomist.com)
- For better or worse, everybody is reading more online news. (vox.com)
- Don't forget, we are all in this together. (livingwithmoney.com)
- On the paradox of preparation. (kottke.org)
Abnormal Returns, since its launch in 2005, has brought the best of the finance and investment blogosphere to its readers. I am also the Director of Investor Education at Ritholtz Wealth Management LLC. More here. For disclosure information please see here.
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