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Quote of the Day
"We remember that two things can be true at the same time. In this case, it is true that restoring domestic manufacturing capacity in certain critical industries is a legitimate policy aim. AND it is true that the Kodak grift is exactly the crazy scheme it appears to be on the surface."
(Rusty Guinn)
Strategy
- Why most stocks are effectively irrelevant to overall market performance. (ritholtz.com)
- Five myths about stock diversification. (wsj.com)
Biotech
- 2020 has already been a record year for biotech IPOs. (wsj.com)
- Covid-19 vaccine maker CureVac is planning to come public as well. (cnbc.com)
Companies
- It's not just Microsoft ($MSFT) that is interested in TikTok. (wsj.com)
- The Amazon ($AMZN) will save shopping malls sounds a bit too tidy. (bloomberg.com)
Finance
- The pandemic is a good excuse to kill off earnings conference calls once and for all. (finance.yahoo.com)
- The pandemic is forcing even more bond trading onto electronic markets. (ft.com)
- When the pandemic hit, many were expecting a startup wipe out. It didn't happen. (nytimes.com)
- Banks are holding up in the pandemic, but investors still don't want to buy their shares. (ft.com)
Global
- The situation in Lebanon is increasingly dire. (ft.com)
- Mom-and-pop South Korean investors are taking a bath on Brazilian bonds. (ft.com)
Economy
- Checking in on six high frequency economic indicators. (calculatedriskblog.com)
- Why the Fed isn't interested in seeing the yield curve steepen any time soon. (msn.com)
Earlier on Abnormal Returns
- Adviser links: a software problem. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- The most-read items last week on Abnormal Returns. (abnormalreturns.com)
- "Gold 3: The Return of Inflation Expectations." (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)
