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Quote of the Day
"To put it another way, the West feels like Compaq in the 1990s, relying on its brand name and partnerships with other entities to do the actual work, forgetting that it was hard work and determination that made it great in the first place."
(Ben Thompson)
Markets
- Bear markets don't bottom in a month's time. (morningstar.com)
- It's rare to see stocks and bonds fall in the same calendar year. (thereformedbroker.com)
- The equity risk premium has surged. (sentimentrader.com)
- How various asset allocation strategies performed during this downturn. (portfoliocharts.com)
Credit
- Corporate bond spreads are at multi-decade highs. (morningstar.com)
- Credit ratings cuts are coming. (finance.yahoo.com)
- Why bond ETFs are trading at discounts. (wsj.com)
Strategy
- Balancing upside and downside is the essence of risk management. (theirrelevantinvestor.com)
- How diversified portfolios have performed during the crash. (awealthofcommonsense.com)
Trends
- Major retailers are hiring. (wsj.com)
- Charts tracking the changing world of food, restaurants and grocery delivery. (eater.com)
- Once companies build remote work stacks, why would they go back to the way it was before? (fastcompany.com)
- Three trends that coronavirus are boosting including telemedicine. (howardlindzon.com)
- Online teaching is going to change. (avc.com)
Fintech
- Revolut is launching in the US. (techcrunch.com)
- iCapital Network, a platform for investing in alternative assets, just raised $146 million in a new funding round. (news.crunchbase.com)
Real estate
- iBuying programs are on pause for now. (marketwatch.com)
- Real estate startup Compass is laying off 15% of its workforce. (protocol.com)
- It's hard to gauge just how bad things will get for commercial landlords. (wsj.com)
- Blackstone's ($BX) big bet on warehouses now looks prescient. (bloomberg.com)
Covid-19 testing
- At-home testing for Covid-19 is on pause for now due to doubts about their accuracy. (news.crunchbase.com)
- Why this is a mistake. (marginalrevolution.com)
Society
- Life in Seattle is a preview of what the rest of America is facing. (politico.com)
- "Reopening America" as a rallying cry is wrong on so many levels. (epsilontheory.com)
- The coronavirus pandemic has exposed many gaps in America's economic fabric. (bnnbloomberg.ca)
Global
- We're only now wrapping our heads around how coronavirus will affect the emerging markets. (nytimes.com)
- Japan is already tiring of social distancing. (washingtonpost.com)
Economy
- Some charts on the many ways that coronavirus has affected the US economy including the surge in ammo and weed sales. (wsj.com)
- How the 1957 Asian Flu Pandemic affected the US economy. (marginalrevolution.com)
Earlier on Abnormal Returns
- Research links: unnatural interest rates. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: connecting and motivating. (abnormalreturns.com)
- Facebook ($FB) is once again a news powerhouse. (nytimes.com)
- Facebook ($FB) is having to rely more on AI moderation. (washingtonpost.com)
