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Quote of the Day
"If 2020 hasn’t convinced you that predicting the future is impossible, I’m afraid nothing ever will."
(Michael Batnick)
Chart of the Day
Investors have been shunning consumer staples stocks during the market rally.
Markets
- Why forecasting the economy is so fraught with error. (ritholtz.com)
- Treasury market volatility is now back to historically low levels. (mrzepczynski.blogspot.com)
Stock market
- Call option volume is surging. (msn.com)
- The stock market has brutally distinguished between winners and losers. (ritholtz.com)
- Some of the craziest charts of a crazy year. (awealthofcommonsense.com)
- Maybe the stock market has got things just right? (pragcap.com)
Strategy
- Why you should take old market adages with a big grain of salt. (humbledollar.com)
- The recent market environment shows the challenges of market timing. (valueandopportunity.com)
- On the difference between investing and storage. (alephblog.com)
Mindfulness
- Brett Steenbarger, "If we can practice identifying, interrupting, and shifting our patterns, we can regain control over our lives and trading." (traderfeed.blogspot.com)
- How mindfulness can help you avoid behavioral biases (safalniveshak.com)
Companies
- Twitter ($TWTR) is known more for controversy than for its stock price. Will standing up to Trump change that? (barrons.com)
- The cruise industry is counting on its loyal customers to re-book when given the chance. (ft.com)
- Is Peloton ($PTON) still going to be a market leader, post-pandemic? (howardlindzon.com)
- Brooks Brothers is facing an existential crisis. (nytimes.com)
- Scientists who have received grants from Mark Zuckerberg's philanthropic vehicle are protesting Facebook's approach to incendiary posts. (statnews.com)
- Should you quit Facebook ($FB) for good? (om.co)
Funds
Covid-19
- Georgia was one of the first states to reopen. What is going on with Covid-19 cases? (vox.com)
- Teachers are worried about what a return to the classroom means for them and their health. (washingtonpost.com)
- The coronavirus doesn't care who you are or how you get it. (nytimes.com)
- How to protest without putting yourself at risk of the coronavirus. (msn.com)
Global
- How British Columbia avoided the worst of the pandemic. (nytimes.com)
- Sweden's coronavirus response is looking worse by the day. (arstechnica.com)
Policy
- Some FDA decisions of late only make sense in light of outside pressures. (politico.com)
- Even corporate America wants easier access to mail-in ballots. (wsj.com)
- Federal aid to state governments would have a big payoff, but it hasn't happened yet. (politico.com)
Economy
- The BLS is having a hard time keeping up with the changes in the pandemic labor markets. (washingtonpost.com)
- Don't let Friday's NFP report lull you into a sense of complacency. The US economy has been gutted. (nytimes.com)
- Some parts of the US have avoided the worst of the coronavirus, but have still experienced economic devastation. (nytimes.com)
- Adjustments to the PPP program are now law. (wsj.com)
- A succinct summary of the week's big economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- What everyone was clicking on last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronvirus links: reopening and relapsing. (abnormalreturns.com)
- Longform links: out of control. (abnormalreturns.com)
