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Friday links: the most common enemy
March 20, 2020
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)
Mixed media
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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