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Quote of the Day
"At today’s prices, long bonds are a fool’s purchase, to be re-sold to greater fools. That statement does not necessarily signal my disapproval. Many winning investments are bought to be traded rather than held."
(John Rekenthaler)
Markets
- Why aren't stocks down more? (theirrelevantinvestor.com)
- Despite the rally, individual investor sentiment has not bounced back. (sentimentrader.com)
Strategy
- Why portfolio diversification works in different economic environments. (awealthofcommonsense.com)
- Why Americans love their homes as investments - they don't feel the volatility like they do in equities. (thereformedbroker.com)
Active management
- You are never going to invest like Jim Simons or Warren Buffett and that's okay. (finance.yahoo.com)
- Even ten years of outperformance is not sufficient to prove skill. (evidenceinvestor.com)
Companies
- Some of Berkshire Hathaway's companies are taking on water in the pandemic. (bloomberg.com)
- Zoom ($ZM) is joining the Nasdaq 100. (cnbc.com)
- DraftKings ($DKNG) is now a public company. (variety.com)
- People are riding their Pelotons ($PTON) like crazy in lockdown. (businessinsider.com)
Apple
- The Apple ($AAPL) Watch is still the best wearable for most people. (engadget.com)
- What the Mac and iPad can learn from each other. (macworld.com)
- How hiring has slowed at Apple ($AAPL). (media.thinknum.com)
Funds
- Why is BNY Mellon ($BK) getting into the ETF business now? (etfdb.com)
- What happens when your 'passive ETF goes off script? (bloomberg.com)
Food
- Liz Crampton, "Meat processing is so consolidated that shutting down just a handful of plants can cause significant disruptions to the industry." (politico.com)
- Most grocery delivery services were not built for this moment. (marker.medium.com)
- Reconfiguring the food distribution process is a big challenge (and opportunity). (reasonstobecheerful.world)
- Restrictions on cross-border movement are affecting farm workers around the globe. (wsj.com)
- The rush for food delivery has provided an opening for startups. (bnnbloomberg.ca)
Covid-19
- What we can learn from the Hong Kong Flu outbreak of 1968-69? (wsj.com)
- China-US trade in PPE is now going through backchannels. (nytimes.com)
- Why Iceland is the perfect country to study Covid-19 infections. (bloomberg.com)
Economy
- Location data show Americans moving about a little more. (riabiz.com)
- May's economic data is going to show the crosscurrents in the US economy. (finance.yahoo.com)
Earlier on Abnormal Returns
- Podcast links: going deep. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: powerful narratives. (abnormalreturns.com)
- Engaging content takes consistent work, just ask the Steak-umms Twitter guy. (abnormalreturns.com)
- March 11th is going go down as a crucial day in the story of the coronavirus. (abnormalreturns.com)
Mixed media
- These workers locked in for a month to help make polypropylene, a non-woven fiber used to manufacture sanitary wipes and personal protective equipment like N95 masks and hospital gowns. (mentalfloss.com)
- Publix is buying up excess food from farmers to give to food banks. (eater.com)
- The 'Parks and Recreation' crew is coming back for one-time reunion to benefit charity. (gq.com)
