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Quote of the Day
"There’s no good news in a recession, and no good news in a pandemic. For Millennials, it feels like there is never any good news at all."
(Annie Lowery)
Markets
- Just how important are Q1 earnings reports? (sentimentrader.com)
- Heightened uncertainty, on all fronts, is going to keep volatility high for a while. (traderfeed.blogspot.com)
Oil
- OPEC+ has come to an agreement to reduce production. (msn.com)
- Shutting down productive wells is no easy task. (wsj.com)
Companies
- Softbank's next big headache is hotel aggregator Oyo. (japantimes.co.jp)
- Bob Iger retired as CEO of Disney ($DIS). Then coronavirus hit. (nytimes.com)
- Big Tech is still hiring. (wsj.com)
- Amazon ($AMZN) is hiring like crazy. (businessinsider.com)
Finance
- Private equity exits are off the table for the indefinite future. (wsj.com)
- How Wall Street traders are coping with having to trade from their homes. (nytimes.com)
- Luckin Coffee ($LK) casts a pall over other New York listed China companies. (ft.com)
- Why does Bill Ackman's Pershing Square Holdings, an offshore, closed-end fund, trade at such a big discount? (barrons.com)
Covid-19
- R is falling. (marginalrevolution.com)
- We don't really know what 'immunity' from Covid-19 looks like in the real world. (nytimes.com)
- Employer coronavirus testing is going to have to be a part of any sort of reopening. (wsj.com)
- Public health systems are going to need to hire to track the virus. (statnews.com)
Global
- Germany's 'oversupply' of acute care hospital beds was an issue, pre-coronavirus. (ft.com)
- China is concerned about coronavirus getting imported back into the country. (reuters.com)
- There's been no time in modern human history when everyone was focused (and worried) about the same thing. (nytimes.com)
Economy
- How this recession echoes that of 1982's Fed-led recession. (thereformedbroker.com)
- What it will take before the economy can return to some semblance of normality. (awealthofcommonsense.com)
- The only thing we can say about the economy, post-coronavirus is that the recovery will be uneven. (newyorker.com)
- How state and local tax revenues are going to be affected by the downturn. (axios.com)
- Unlike a recession, there is no formal definition of a depression. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Adviser links: three questions. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else clicked on last week on the site. (abnormalreturns.com)
