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Quote of the Day
"If everybody around a virus was quarantined, and the person who had the virus was quarantined, and there could be no contact between them, the transmissibility would go down to zero. That is the entire reason behind quarantine. And it is the derivative reason behind social distancing."
(Larry Brilliant)
Markets
- Markets are forecasting a prolonged slump in dividends. (ft.com)
- Two signs oil is nearing a bottom. (sentimentrader.com)
- One sign that the market may be back on a more normal footing. (allstarcharts.com)
Credit
- The credit markets have stabilized due in part to the Fed, but the question is what comes next? (wsj.com)
- Robert Pozen on the state of money market mutual funds. (marketwatch.com)
Private equity
- Private equity firms are in full-on triage mode (wsj.com)
- We're not going to know for a while where private equity valuations are at. (institutionalinvestor.com)
Funds
Quibi
- Quibi 101. (axios.com)
- Is now the best (or worst) time to launch a new, mobile streaming video service? (slate.com)
- Why Quibi may regret being mobile-only. (variety.com)
- Quibi is designed to be habitual. (theverge.com)
- Devindra Hardawar, "Nobody asked for Quibi." (engadget.com)
Sports
- Sports are pretty much on indefinite hold. (washingtonpost.com)
- There is no aspect of sports that has not been touched by coronavirus. (ft.com)
- Will you ever feel safe again in a crowded sports stadium? (wsj.com)
- The nascent sports gambling industry missed our on March Madness and is hoping to hang until sports ramp back up again. (nytimes.com)
Good news
- Some good news from Apple ($AAPL) and JP Morgan Chase ($JPM). (thereformedbroker.com)
- Some auto insurers are providing rebates to consumers due to reduced traffic/accidents. (wsj.com)
- John Krasinski is back with another edition of 'Some Good News' (youtu.be)
Global
- World economic uncertainty is off the charts. (mrzepczynski.blogspot.com)
- Why Lombardo and Veneto had very different coronavirus outcomes. (ft.com)
- Falling oil prices put Texas' economy at unique risk this time around. (wsj.com)
Economy
- What it's going to take to get the economy re-started. (nytimes.com)
- The coronavirus, and its antecedents, are going to change the economy forever. (johnhcochrane.blogspot.com)
- Social distancing is about buying society time and giving us options down the road. (theincidentaleconomist.com)
Earlier on Abnormal Returns
- Adviser links: simply being there. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else clicked on last week on the site. (abnormalreturns.com)
