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Quote of the Day
"The perfect hedge exists only in hindsight."
(Michael Harris)
Markets
- Lumber prices have risen so much because mill operators were caught flat-footed by pandemic demand. (wsj.com)
- Nikola ($NKLA) as an analogy for the whole 2020 stock market. (investoramnesia.com)
Strategy
- Can you tell if you are addicted to trading? (wsj.com)
- Hard work need not pay off in investment alpha. (humbledollar.com)
ETFs
- One year in, a look at the SEC’s adoption of its new ETF rule — Rule 6c-11. (thinkadvisor.com)
- Smart beta ETFs have not done that great after launch (mrzepczynski.blogspot.com)
Housing
- Why you shouldn't panic buy a house in pandemic. (msn.com)
- The mortgage refinancing boom isn't over. (housingwire.com)
Work
- The work from home backlash is here. (awealthofcommonsense.com)
- Why big banks are leading the way back into the office. (washingtonpost.com)
- Some tech companies are reducing the pay of those workers who are leaving Silicon Valley. (msn.com)
- How tech companies are reconfiguring offices to emphasize collaborative work. (wsj.com)
Voting
- If you can buy groceries in person, you can vote in person. (theatlantic.com)
- How Washington State runs its elections by mail. (newyorker.com)
- Evidence of mail-in ballot fraud is simply not there. (washingtonpost.com)
- The case for ending the Electoral College is pretty clear. (nytimes.com)
- Inside the business of mail-in ballots. (story.californiasunday.com)
Economy
- The Pandemic Unemployment Assistance has a fraud problem. (nytimes.com)
- West coast ports are full up with shipping containers. (wsj.com)
- Nobody, including workers, want to defer the collection of payroll taxes. (nytimes.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- The ten most-read items this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: cheap and quick tests. (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)
