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Quote of the Day
"The time to argue about the size and function of the federal government is not today, during an unprecedented public health crisis."
(Blair duQuesnay)
Chart of the Day
Just a reminder that the QQQs are up year-to-date. (HT @tihobrkan)
Markets
- The only earnings reports that matter are coming from Big Tech. (thereformedbroker.com)
- This model is pointing toward better equity market returns looking out a few years. (marketwatch.com)
Companies
- How advertisers have shifted their messaging in the new era. (washingtonpost.com)
- Disney ($DIS) is coming under pressure for furloughing workers while maintaining its dividend. (ft.com)
- Self-storage prices are falling around the country. (media.thinknum.com)
Retail
- Major retailers want to have uniform reopening standards across states. (bloomberg.com)
- Companies like Target ($TGT) are seeing a bump in sales but falling margins. (barrons.com)
- American consumers are still buying non-essential stuff online. (washingtonpost.com)
- The coronavirus is increasingly supply chain costs for nearly every company. (wsj.com)
Aviation
- Boeing ($BA) backs away from a joint venture with Brazil's Embraer. (barrons.com)
- Airbus admits that it is 'bleeding cash.' (ft.com)
- GE ($GE) doubled down on its aviation sector. Then the coronavirus hit. (wsj.com)
Finance
Funds
- Out of necessity The United States Oil Fund ($USO) is increasingly actively managed. (ftalphaville.ft.com)
- These equity mutual funds invest the most like Warren Buffett. (morningstar.com)
Institutional
- Institutional investors are hankering to get back out on the road again. (institutionalinvestor.com)
- Blackrock ($BLK) has replaced Goldman Sachs ($GS) as the new face of finance. (ft.com)
- It's going to be awhile before institutions start looking for new managers. (institutionalinvestor.com)
Covid-19
- The FDA has given emergency approval to over 100 Covid-19 antibody tests. Nobody knows how well they work. (politico.com)
- The evidence points towards children being at low-risk of Covid-19. (wsj.com)
- The Gates Foundation is now focusing exclusively on the coronvirus. (fastcompany.com)
- The economy does not exist in a vacuum - people need feel safe to go back out into the world. (nytimes.com)
Contact tracing
- Australia is launching a contact tracing app that is based on Singapore’s TraceTogether. (engadget.com)
- Germany is going with the contact tracing technology from Google ($GOOGL) and Apple ($AAPL). (reuters.com)
Global
- Michelin wants to reopen its factories. Workers are not so sure. (nytimes.com)
- Germany's re-opening is raising question about its unevenness. (bloomberg.com)
Earlier on Abnormal Returns
- Adviser links: plan participants. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else was click on the site last week. (abnormalreturns.com)
Mixed media
- What GM ($GM) and Ford ($F) are doing to help in the coronavirus fight. (cbsnews.com)
- How Kansas City Chief player Laurent Duvernay-Tardif is helping in the pandemic. (si.com)
- How one wealth management professional is giving back. (thinkadvisor.com)
- Another batch of good news via John Krasinski. (youtu.be)
