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Quote of the Day
"But even from a strictly financial point of view, a death-dealing crash can be expected to have longer and deeper social and economic changes than one that’s only money."
(Aaron Brown)
Markets
- Volatility is ebbing. (sentimentrader.com)
- Markets care, a lot, about the duration of an economic downturn. (thereformedbroker.com)
- The Fed has had a big effect on credit markets. (wsj.com)
- Why didn't the stock market see in February, what was going to happen in March? (morningstar.com)
Strategy
- Investors raised cash in the past month. What happens next? (ofdollarsanddata.com)
- Small cap value has gotten crushed. Recessions are when it should outperform. (awealthofcommonsense.com)
- Is the bull market over? (theirrelevantinvestor.com)
Video
- Why Apple ($AAPL) and Amazon ($AMZN) both want the 'channels model' to survive and thrive. (stratechery.com)
- This is either the best (or worst) time to launch Quibi. (theverge.com)
- The recession could help accelerate cord cutting. (axios.com)
Vaccines
- What has to go right to get a coronavirus vaccine available in a 12-18 month time frame. (bloomberg.com)
- The hurdles to a safe, effective Covid-19 vaccine are many. (blogs.scientificamerican.com)
- Why vaccines are not a viable solution for some time. (daily.jstor.org)
Testing
- Why Covid-19 tests send back so many false negatives. (slate.com)
- How wastewater testing could be used to warn about evolving hotspots. (nature.com)
- We really don't know how immunity (antibodies) to Covid-19 will evolve over time. (smithsonianmag.com)
Economy
- US heavy truck sales were down 43% year-over-year in March! (calculatedriskblog.com)
- There is an odd divergence between consumer sentiment and market expectations. (axios.com)
- Comparisons to the Great Depression are misguided, at best. (theirrelevantinvestor.com)
Earlier on Abnormal Returns
- Research links: an implicit assumption. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: simply being there. (abnormalreturns.com)
Mixed media
- How to read financial news in the age of coronavirus. (blogs.cfainstitute.org)
- The pandemic has made Twitter ($TWTR), objectively, a more depressing place to be. (kottke.org)
- Independent bookstores are like many small businesses in a tough situation. (hollywoodreporter.com)
- Magazines are toast. (lefsetz.com)
