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Quote of the Day
"Even as some companies, sadly, will go out of business, the present surge in demand for online is also creating opportunities for companies in both software and ecommerce."
(Benedict Evans)
Strategy
- Why you should discount anyone who says they know how all of this is going to play out. (albertbridgecapital.com)
- We are going to learn from this pandemic. (sumzero.com)
Value investing
- The value factor may be dead, but value stocks are not. (ofdollarsanddata.com)
- Small cap value should outperform going forward, but will it? (morningstar.com)
- How cheap (or expensive) are value stocks? (alphaarchitect.com)
Media
- Apple ($AAPL) has cash. Content producers need it. (theinformation.com)
- Quibi got it all backwards. (lefsetz.com)
Private equity
- Private equity firms are set to launch 'dislocation funds.' (wsj.com)
- PIPEs are set for a big year. (ft.com)
Finance
- Tens of billions of dollars of mortgage payments are going to mortgage servicers in a bind. (ft.com)
ETFs
- Dave Nadig on how bond ETFs have served as price discovery tools during the crisis. (ritholtz.com)
- Why the Fed shouldn't be buying high yield bond ETFs. (msn.com)
Covid-19
- Ten reasons why today's coronavirus data should be taken with a big grain of salt. (bloomberg.com)
- How social networking data could be used to forecast infections. (marginalrevolution.com)
- Americans are slowly coming to terms with a longer time frame for coronavirus restrictions. (axios.com)
- Some form of social distancing may be around for a long time. (statnews.com)
Bailouts
- Bailouts are by their nature somewhat indiscriminate. Don't let that be something that stops us. (thereformedbroker.com)
- The current crisis affects us all. When it is over expects to see resentment rise. (awealthofcommonsense.com)
- The Fed is getting criticized for how its state and local bond buying program works. (ft.com)
Work
- Why work from home will become the new normal for many. (vox.com)
- Companies are sketching out plans on how work will resume in the coronavirus age. (wsj.com)
- Testing will be a big part of keeping workers safe. (washingtonpost.com)
- A reopened economy is going come along with higher ongoing, operating costs. (msn.com)
- Work from home gave the big office suppliers a short-term boost in sales. (secondmeasure.com)
Global
Economy
- The US economy has shed all the jobs created since the GFC, and more. (ritholtz.com)
- Small business optimism is falling. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: post-publication performance. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: three questions. (abnormalreturns.com)
