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Quote of the Day
"The best thing about 2020 is that if you don’t know where your close friends, family and colleagues stand on something, now you do.
The worst thing about 2020 is that if you don’t know where your close friends, family and colleagues stand on something, now you do."
(Rusty Guinn)
Markets
- Lumber prices are up 81% year-over-year. (calculatedriskblog.com)
- Why the stock market seems untethered from reality. (finance.yahoo.com)
- Arguments about market valuations often come down to time frame. (thereformedbroker.com)
Companies
TikTok
- How Microsoft ($MSFT) could structure a deal for TikTok without selling its soul. (techcrunch.com)
- The TikTok situation is another example of how the global Internet has splintered. (ft.com)
- Why Microsoft ($MSFT) and not some other American company? (om.co)
- The US isn't along in its concerns about TikTok. (washingtonpost.com)
- Alphabet ($GOOGL) just borrowed money for five years at 0.40%. (reuters.com)
- Google is expanding its plans to offer digital banking services in the U.S. associated with Google Pay. (techcrunch.com)
Alternatives
- Alternatives manager GCM Grosvenor is going public via a merger with a SPAC. (institutionalinvestor.com)
- Hedge fund launches have rebounded, post-lockdown. (wsj.com)
- Hedge funds are not skimping on alternative forms of data. (ft.com)
Global
- Two different cruise ships are dealing with coronavirus outbreaks. (theguardian.com)
- How Israel's school reopening went off the rails. (nytimes.com)
- What we can learn from Italy and Sweden's approach to the coronavirus. (bloomberg.com)
Coronavirus and business
- Instant Covid-19 tests would be a game changer. (avc.com)
- Are movie theaters ever going to come back? (theringer.com)
- Why we need a bar and restaurant bailout. (vox.com)
- Native Americans are suffering from the shutdown of casinos. (bloomberg.com)
Economy
- The Federal Reserve is a lender of last resort not just for the US. (wsj.com)
- Where various business cycle indicator stand. (econbrowser.com)
- The economy wants to recover, but the coronavirus is holding things back. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: momentum time frames. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: misaligned advice. (abnormalreturns.com)
- August ESG links: minimizing mistakes. (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
- How the workday is changing in pandemic, think shorter meetings. (marginalrevolution.com)
- Companies are now learning the downside of remote work including onboarding new employees. (wsj.com)
- How to productively break up with various commitments in your life. (hbr.org)
- Don't expect a summer slowdown this year. (avc.com)
