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Quote of the Day
"We can argue about what was fair and what wasn’t later. We can debate who should have gotten what rescue after we’ve stabilized employment and buried our dead. For now, this direct action for small business, medium enterprises and municipal finances is not optional."
(Josh Brown)
Strategy
- Investor sentiment has recovered from the depths. What comes next? (sentimentrader.com)
- What good is history if what we are going through is new and novel? (awealthofcommonsense.com)
- At these levels can bonds still deserve a role in a diversified portfolio? (movement.capital)
Internet
- The Internet is doing just fine and infstructure providers are building out additional capacity. (technologyreview.com)
- Why your Internet is still working: it was built to withstand a whole lot more. (washingtonpost.com)
- Take a step back and be thankful we have the Internet through all of this. (avc.com)
Companies
- Costco's ($COST) March sales jumped 12%. (marketwatch.com)
- Disney+ has acquired some 50 million paid subscribers since launch. (variety.com)
- Ticket vendors have been reluctant to give customers their money back for postponed. (nytimes.com)
Zoom
- Companies that become verbs, like Zoom ($ZM), usually hang around for awhile. (howardlindzon.com)
- Zoom ($ZM) has made mistakes, but has scaled pretty effectively. (nautil.us)
- Why you should use Zoom ($ZM) with caution. (nytimes.com)
Funds
Small business
- Big business DGAF about small business. (howardlindzon.com)
- How small businesses could be hurt by higher credit card processing fees. (wsj.com)
- MailChimp is making it easier for businesses to get online, for free. (fastcompany.com)
Covid-19
- A natural experiment is playing out in Kentucky and Tennessee in regards to Covid-19 restrictions. (buzzfeednews.com)
- There's a difference between 'flattening the curve' and crushing it. (washingtonpost.com)
- Warmer weather is no panacea for the spread of Covid-19. (nytimes.com)
- Tyler Cowen in one paragraph on how things might go from here. (marginalrevolution.com)
Air
- For a major city, Los Angeles now has some of the cleanest air in the world. (cnn.com)
- There is likely a link between air pollution and coronavirus outcomes. (amp.theguardian.com)
- In praise of opening a window. (elemental.medium.com)
Work
- What does a modern office look like, post-pandemic? (nytimes.com)
- Your job search is likely on hold for now. (slate.com)
- Can you check in with remote workers too often? (wsj.com)
- There's only one useful way to tell if people are working. (seths.blog)
Global
- Germany is going to come out of all this seeing its relative position enhanced. (bloomberg.com)
- UK dividend payments are expected to fall some 50% in 2020. (ft.com)
Economy
- Weekly initial unemployment claims increased by 6.6 million. (calculatedriskblog.com)
- The Fed is doing all it can to keep markets afloat. (thereformedbroker.com)
- Why this isn't Great Depression 2.0. (pragcap.com)
Earlier on Abnormal Returns
- Startup links: notable layoffs. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a larger lesson. (abnormalreturns.com)
- Compounding doesn't always work for in a positive direction. We are now seeing the downside of compounding in the populace and in Americans' retirement accounts. (abnormalreturns.com)
