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Quote of the Day
"Even if think you are the best salesman, go work for the best product."
(Howard Lindzon)
Markets
- Technology has rapidly accelerated the trends into today's market. (awealthofcommonsense.com)
- Retail trading is up but the big money still moves markets. (humbledollar.com)
- By this measure, the current rally is narrow. (sentimentrader.com)
Strategy
- Generating alpha is great, but won't really change your life. (ofdollarsanddata.com)
- Beware the gold as portfolio panacea hype. (morningstar.com)
Crypto
- Bitcoin has gold envy, rises in sympathy. (thereformedbroker.com)
- How access to Bitcoin affects its value. (adventuresincapitalism.com)
Big Tech
- The scale of the big four/five tech companies is breathtaking. (axios.com)
- Big Tech is pouring big money into India. (ft.com)
- Apple ($AAPL) wants its cut of app sales. Seriously. (nytimes.com)
Companies
- The pandemic is only serving to worsen anti-trust issues. (theatlantic.com)
- The pandemic is forcing the ad industry to tighten its collective belt. (nytimes.com)
- Shopping malls were in trouble pre-pandemic, now its office buildings turn in the spotlight. (bloomberg.com)
Finance
Funds
- Vanguard is taking care in the active bond space. (wsj.com)
- Wells Fargo ($WFC) is getting into the ETF game. (barrons.com)
Global
Economy
- The economics of mortgage originations may mean rates are as low as they are going to get. (finance.yahoo.com)
- Most recessions hit men uniquely. Not this one. (msn.com)
- Why a drop in the US dollar is not all that surprising. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: accurate and misleading. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: democratizing access. (abnormalreturns.com)
- Finding better ways to care for your clients and yourself: why you should sign up for our new weekly adviser-focused e-mail. (abnormalreturns.com)
Mixed media
- Former Deadspin staffer are starting their own company, Defector Media. (nytimes.com)
- Why journalists are decamping for a newsletter on Substack. (washingtonpost.com)
- Startup Scroll is having a hard time getting momentum. (digiday.com)
- Digital ads subsidize the worst of the web. (wired.com)
- A list of the best single-operator e-mail newsletters out there in a range of categories. (insidehook.com)
