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Quote of the Day
"Positive thinking doesn’t solve every problem. But it’s a much better tool than negative thinking."
(Seth Godin)
Markets
- August saw a notable pickup in corporate insider sales. (ft.com)
- Why momentum has a tendency to see crashes. (mrzepczynski.blogspot.com)
Companies
- TikTok is an afterthought compared to WeChat, influence-wise. (nytimes.com)
- Domino's ($DPZ) was built for a pandemic. (wsj.com)
- Reed Hastings doesn't apologize for Netflix's ($NFLX) tough culture. (ft.com)
Pandemic
- The pandemic is going to profoundly affect how the college-age generation thinks about the world. (theatlantic.com)
- Pandemic-induced commercial vacancies are going to support a lot of redevelopment. (nytimes.com)
- The boat industry can't keep with demand in pandemic. (insidehook.com)
- Some things worth keeping when the pandemic has run its course, including outdoor dining. (axios.com)
Policy
- Americans are renouncing their citizenship at an accelerating rate. (bloomberg.com)
- The current administration has greatly increased the time it takes to become a naturalized citizen. (vox.com)
- Trump has a long history of disparaging those who have served their country in war. (theatlantic.com)
- Libraries would be a good place to house early voting boxes. (nytimes.com)
Housing
- Markedly higher lumber costs are driving new house prices higher. (housingwire.com)
- The housing market has a lot of crosscurrents going concurrently. (washingtonpost.com)
- Why some pandemic home buyers may regret their decision later. (msn.com)
Economy
- The shuttering of the office economy is having ripple effects throughout the services sector. (nytimes.com)
- Why you should be skeptical about recent jobs data - think missing respondents. (dashofinsight.com)
- The economic schedule for the coming week. (ritholtz.com)
- A succinct summary of the past week's big economic events. (calculatedriskblog.com)
Earlier on Abnormal Returns
- The top ten most-read items on the site this week. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: an unwillingness to sacrifice. (abnormalreturns.com)
- September ESG links: perfection not needed. (abnormalreturns.com)
- Every Friday I send out five links for advisers to help them think a little differently about the world. Sign up now! (newsletter.abnormalreturns.com)
