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Quote of the Day
"Big trends rarely have one cause."
(Morgan Housel)
Markets
- Why the big indices have been the place to be in 2020. (thereformedbroker.com)
- The biggest stocks are leading the Nasdaq higher. (sentimentrader.com)
- In 2020, it's tech vs. everything else. (crossingwallstreet.com)
China
- It's China vs. the rest of the world, 2020 edition. (capitalspectator.com)
- Chinese companies do well to list their shares in Hong Kong. (wsj.com)
Strategy
- How a zero-interest rate world will change markets and investing for the foreseeable future. (awealthofcommonsense.com)
- Lessons learned from the volatile market year, to-date. (theirrelevantinvestor.com)
- On the danger of learning the wrong lesson from your mistakes. (blog.validea.com)
Quicken Loans
- Quicken Loans has filed to go public under the name, Rocket Companies. (housingwire.com)
- Dan Gilbert will still control things after the IPO via super-voting shares. (ft.com)
Travel
- It's hard to see how business travel bounces back in the future. (thereformedbroker.com)
- How much are "aircraft, and slots, gates and routes" worth in pandemic? (ft.com)
- Pilots were once in short supply. Not any more. (nytimes.com)
Solar
- Consolidation is afoot in the residential solar space as Sunrun Solar ($RUN) acquires Vivint Solar ($VSLR). (nytimes.com)
- What does the deal mean for Tesla ($TSLA)? (techcrunch.com)
Restaurants
- Reopening a restaurant requires a thousand decisions, both big and small. (grubstreet.com)
- Don't expect to eat a buffet or salad bar for a long time, if ever. (wsj.com)
- Many restaurants can't survive a second closing. (wsj.com)
- Going to a restaurant these days: be sure to overtip. (grubstreet.com)
Economy
- The economic bounce back is losing steam. (axios.com)
- US heavy truck sales are down 42% year-over-year. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Personal finance links: the best experiences. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: what matters most. (abnormalreturns.com)
- Sign up for our weekly adviser-focused e-mail that goes on Fridays. Five links to make you think headed into the weekend. (newsletter.abnormalreturns.com)
