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Quote of the Day
"Begging the question is the assertion of a made-up premise that validates the “question” you then proceed to ask and answer."
(Ben Hunt)
Markets
Strategy
- In investing we need to question even the obvious. (blog.validea.com)
- In praise of simplicity in investing. (safalniveshak.com)
Apple
- The Apple ($AAPL) Watch is pushing health forward. (om.co)
- Is the new Apple ($AAPL) One bundle a good deal? (thestreamable.com)
- The Apple ($AAPL) iPad Air got a huge update. (sixcolors.com)
Microsoft
- Microsoft ($MSFT) lost TikTok. What comes next? (wsj.com)
- What Microsoft ($MSFT) found when it sunk a data center in the ocean. (theverge.com)
Technology
- There is still plenty of room for SaaS startups to find their way in the marketplace. (tomtunguz.com)
- Snowflake ($SNOW) is the biggest software IPO in history. (news.crunchbase.com)
- A deep dive into the Unity S-1. (thegeneralist.substack.com)
Fintech
- How Covid has affected interest for financial services and products. (a16z.com)
- Why the TAM for financial services is exploding. (howardlindzon.com)
Fund management
- Why the UK's hedge fund industry is falling even further behind. (ft.com)
- Why banks could be getting back into the venture capital business. (institutionalinvestor.com)
Global
Economy
- The US economy is not locking down again. (thereformedbroker.com)
- National homebuilder confidence in September was at a record high. (crossingwallstreet.com)
- The Fed was reducing the size of its MBS portfolio before the pandemic hit. (wsj.com)
- Why current unemployment numbers are likely wrong. (nytimes.com)
Earlier on Abnormal Returns
- Personal finance links: a great life plan. (abnormalreturns.com)
- On the challenge of holding two competing thoughts on the pandemic in your head a the same time. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: the truly long term. (abnormalreturns.com)
- Some thoughts on the relationship between time, creativity and wealth. (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)
