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Quote of the Day
"Brands are more than logos, taglines and color palettes. Sure, those things are cool, but that’s just the tip of the iceberg."
(Phil Huber)
Markets
- What happens historically after the stock market goes up seven days in a row? (quantifiableedges.com)
- The S&P 500 is trading 10% over this measure. (sentimentrader.com)
Strategy
- Which investments benefit from a weaker dollar? (awealthofcommonsense.com)
- Are you thinking about bear markets all wrong? (ritholtz.com)
- International stocks have lagged for a decade. What to think about now. (wsj.com)
Crypto
Companies
- The fight over WeChat is pulling Apple ($AAPL) into the fray. (om.co)
- Tractor Supply ($TSCO) is doing just fine in pandemic. (washingtonpost.com)
- Video gaming has gotten a big boost in pandemic. (axios.com)
Finance
- Wix ($WIX) issued a coupon-less convertible bond. (ftalphaville.ft.com)
- The CMBS market is due for reckoning. The question is when? (wsj.com)
- Ball Corp. ($BLL), which is rated BB+, just sold a ten-year bond with a 2.875% coupon. (ft.com)
Funds
- Why doesn't everybody buy ETFs? (vanguardblog.com)
- The ETF Deathwatch for July 2020. (investwithanedge.com)
Pets
- Americans are spending big on veterinary care in pandemic. (nytimes.com)
- Some companies are starting to offer employees pet benefits. (wsj.com)
- Should you begin to prepare your pet for when you go back to work? (nytimes.com)
Global
Economy
- The odds of a double-dip recession have increased. (econbrowser.com)
- Economists are looking for new indicators in pandemic. (marker.medium.com)
- The June JOLTS report is at odds with the NFP report. (axios.com)
Earlier on Abnormal Returns
- Research links: completely unpredictable. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a software problem. (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)
