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Quote of the Day
"But already the virus has become the most common enemy to the greatest number of people since perhaps World War II."
(Morgan Housel)
Markets
- Long consumer staples, short energy has been the 2020 trade. (capitalspectator.com)
- The case for TIPS: the 10-year breakeven inflation rate is 0.5%. (movement.capital)
- Emerging markets are down to 2003-level valuations. (topdowncharts.com)
- The oil glut is only getting worse. (npr.org)
Strategy
- Ben Carlson, "There are no all-clear signals during a market crash." (awealthofcommonsense.com)
- On the art of surviving a bear market. (novelinvestor.com)
- Don't go all-in during a bear market. (demonetizedblog.com)
- The four stages of a bear market. (morningstar.com)
Crypto
Companies
- Big Tech will be in an even better position post-coronavirus. (ft.com)
- Why the airlines don't deserve a bailout. (epsilontheory.com)
Industries
- Why small businesses are uniquely at-risk right now. (permanentequity.com)
- There is plenty of food in the pipeline. The challenges are more logistical in nature. (wsj.com)
- Between 5 and 7 million people in the restaurant industry could lose their jobs due to coronavirus. (businessinsider.com)
- Realtors are having to get creative when the market has hit pause. (wsj.com)
- Coronavirus could be the end of alt-weeklies. (niemanlab.org)
Bonds
- Every aspect of the corporate bond market is under pressure right now. (institutionalinvestor.com)
- Bond ETFs have been acting like shock absorbers. (vanguardblog.com)
Funds
- How investors can navigate ETF premiums and discounts. (morningstar.com)
- Institutional money market funds have seen notable outflows. (institutionalinvestor.com)
- Has all the juice been squeezed from the risk parity approach? (ft.com)
Covid-19 data
- The global race for a coronavirus vaccine is on. (nytimes.com)
- "Testing and tracing buys us time." (marginalrevolution.com)
- Why are Covid-19 rates so different across Europe? (marginalrevolution.com)
- Seasonal flu is trending down. (calculatedriskblog.com)
Actions
- 10 ways to ease coronavirus anxiety including "Don't be afraid to ask for help." (nytimes.com)
- 11 positive things to do right now including "getting the basics right." (safalniveshak.com)
- Individual actions can help slow the progression of Covid-19. (nytimes.com)
Earlier on Abnormal Returns
- Podcast links: armchair experts. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: acting with compassion. (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)
