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Quote of the Day
"Can we stop referring to this as a “rainy day”? This isn’t a rainy day. It’s a category 5 hurricane hitting the entire globe. And no, no one plans for a complete sudden stop in the economy so stop blaming individuals, firms and states for not having prepared for a 100 year storm."
(Cullen Roche)
Markets
- America's investors are an optimistic lot. (theirrelevantinvestor.com)
- Americans think that the coronavirus disruption will be temporary. (barrons.com)
Strategy
- Why it's so difficult to make sense of things right now. (awealthofcommonsense.com)
- By doing less you end up with more. (humbledollar.com)
- Brett Steenbarger, "Doing the same thing in different conditions brings different results." (traderfeed.blogspot.com)
Companies
- Many big retail chains may not reopen just because a state allows for it. (wsj.com)
- Netflix's ($NFLX) slate of 2020 programming is already in the can. (theverge.com)
- How has Apple's ($AAPL) Macintosh survived (and thrived) over four decades? (fastcompany.com)
Finance
- Banks are going to see economic pain show up in credit card deliquencies first. (wsj.com)
- American Express ($AXP) says card spending down 20%. (ft.com)
- Hedge funds and private equity firms are not eligible for PPP loans. (politico.com)
Funds
- Beware giving your manager too much discretion when it comes to their benchmark. (wsj.com)
- If the mutual fund NAV process is broken, how can it be fixed? (etftrends.com)
- Another coronavirus-themed ETF is coming to market. (fa-mag.com)
Covid-19
- Seattle put science at the forefront of its approach to Covid-19. (newyorker.com)
- Why has Florida avoided the worst of the coronavirus, to-date? (vox.com)
Voting
- Why ranked-order voting trumps traditional balloting. (reasonstobecheerful.world)
- What is holding back the possibility of mobile voting. (protocol.com)
- How a non-partisan, volunteer group took on gerrymandering in Michigan and won. (reasonstobecheerful.world)
- American voting machines are easily hacked. (wsj.com)
Policy
- How the government's reaction to the Great Financial Crisis informed the coronavirus situation. (ritholtz.com)
- The welfare costs of even 'normal' recession are pretty high. (papers.ssrn.com)
- Why government debt is not an issue. (awealthofcommonsense.com)
- Covid-19 is going to force a lot of workers into retirement early. (qz.com)
- The federal government has abdicated its role as a force for scientific innovation. (marginalrevolution.com)
- The pandemic has highlighted the need to get more Americans broadband Internet service. (wsj.com)
Economy
- A succinct summation of the past week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: deaths of despair. (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)
