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Quote of the Day
"It’s easy to take a cynical view of the world at the moment. It almost feels like you’re going against the grain to have a positive outlook on the future."
(Ben Carlson)
Markets
- Why German stocks have been outperforming the rest of Europe. (wsj.com)
- The surge in retail trading means big investors want a peek at the data. (msn.com)
Alternatives
- There is more to investing than just stocks and bonds. (ofdollarsanddata.com)
- Just be careful about the information asymmetry between alternatives providers and you, the investor. (morningstar.com)
Real estate
- Post-pandemic, companies are going to need flexible office space. Think, WeWork. (finance.yahoo.com)
- Facebook ($FB) has purchased REI's new, unused HQ building. (wsj.com)
Regulation
- Why do so many white collar criminals seemingly walk free? (newrepublic.com)
- Why analysts are reluctant to call out fraud even when they see it. (institutionalinvestor.com)
Companies
- How candy makers are dealing with a pandemic-affected Halloween. (wsj.com)
- Supply chains in pandemic are still not all the way back to normal. (theatlantic.com)
- A growing number companies is giving employees Election Day off to vote. (axios.com)
Nvidia-ARM
- Nvidia's ($NVDA) plan for integrating ARM Holdings is pretty far reaching and ambitious. (stratechery.com)
- The combination of Nvidia ($NVDA) and ARM Holdings is no slam dunk. (venturebeat.com)
IPOs
- OpenDoor is going public via a merger with a high profile SPAC. (cnbc.com)
- Who is the client of the IPO process? (ftalphaville.ft.com)
Global
The Fed
- What the Fed accomplished by buying bond ETFs. (etftrends.com)
- Why the Fed is focused on flexibility, not "average inflation targeting." (blogs.uoregon.edu)
- The Fed has done much of what it can so far, it needs fiscal policy to pick up the slack. (washingtonpost.com)
Earlier on Abnormal Returns
- Research links: the truly long term. (abnormalreturns.com)
- Some thoughts on the relationship between time, creativity and wealth. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: sharing political views. (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)
Mixed media
- Why Cory Doctorow is selling the audio version of his new book on his own. (fastcompany.com)
- Why “referral revenues” now drive online media business models. (om.co)
- Every day seems to bring a media-sports gambling tie-up. (axios.com)
- A deep dive into the prospects for the Hipgnosis Songs Fund. (mailchi.mp)
- How Cameo blew up in pandemic. (newyorker.com)
