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Quote of the Day
"We still have time to reduce the health and economic damage done by this virus and our response to it, but we can’t waste another timeout sitting around looking at each other and guessing."
(Peter Attia)
Markets
- Where things stand right now, market-wise. (thereformedbroker.com)
- Speculators are trading options like crazy. (sentimentrader.com)
- Traders are shorting the SPDR S&P 500 Trust ($SPY) to hedge exposure. (wsj.com)
Strategy
- 2020 is the year to distinguish yourself as a stock picker. (theirrelevantinvestor.com)
- There are no shortcuts in markets. (traderfeed.blogspot.com)
Companies
- Disney ($DIS) is planning to furlough 100,000 workers but maintain its dividend. (ft.com)
- Facebook ($FB) is launching a dedicated gaming app. (theverge.com)
- There are more questions than answers about the future of the global aviation industry. (ft.com)
Business
- What businesses are most affected by social distancing? (alphaarchitect.com)
- The definition of 'essential business' differs across geographies. (axios.com)
PPP
- Plans are in place ot increase the size of PPP funding. (washingtonpost.com)
- The distribution of PPP funds was not equal across the states. (ritholtz.com)
- Shake Shack ($SHAK) is giving back a $10 million coronavirus loan. (linkedin.com)
- Ruth’s Hospitality Group ($RUTH) partook in PPP loans. (popular.info)
- A primer on all the aid packages out there including, PPP. (pragcap.com)
Media
- How writers can rebuild the media using networks of niche publications. (hamish.substack.com)
- What might a post-coronavirus media look like? (mondaynote.com)
Funds
- ETF closures are outstripping launches year-to-date. (etf.com)
- The smart beta fixed income ETF space is still pretty nascent. (factorresearch.com)
Testing
- How the state of Massachusetts is planning to put in place a plan to combat coronavirus and re-open over time. (newyorker.com)
- Why coronavirus testing in the US is still in a state of disarray. (wsj.com)
- What we know about Covid-19 immunity and more importantly what we don't. (statnews.com)
Reopening
- To re-open an economy you need consumers to actually come out. (ftalphaville.ft.com)
- Americans are concerned that the economy will open up too quickly and cause a rebound in cases. (thereformedbroker.com)
- Why re-opening the economy too early would cost more in the long run. (calculatedriskblog.com)
- Some practical steps on how businesses can handle the reopening process. (cnbc.com)
Economy
- The Fed was able to grease the reopening of the credit markets. (mailchi.mp)
- The Chicago Fed National Activity Index fell sharply in March. (calculatedriskblog.com)
- Technical glitches are slowing the distribution of relief checks. (washingtonpost.com)
Earlier on Abnormal Returns
- Adviser links: video setups. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else was clicking on last week on the site. (abnormalreturns.com)
