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Quote of the Day
"Possessions may deliver an initial thrill when they’re first acquired, but all too quickly they can become a burden."
(Jonathan Clements)
Strategy
- There is no guarantee that low vol strategies will be, you know, low vol. (wsj.com)
- Consistency is a good thing when investing. How to know when it's time to change course. (humbledollar.com)
- "The art of long term investing is about surviving the short run. It’s risk management 101." (novelinvestor.com)
China Tech
- Oracle ($ORCL) is moving forward for its deal with TikTok. (nytimes.com)
- The administration didn't really get what it wanted from ByteDance. (bloomberg.com)
- The battle over Chinese technology isn't over by a long shot. (wired.com)
- WeChat is a crucial link between family members in and outside of China. (nytimes.com)
Fund management
- How Blackrock ($BLK) ETFs have benefited from its relationship with the Fed. (wsj.com)
- Why the SEC might crackdown on the misleading use of IRR figures. (ft.com)
Voting
- Scientific American has never endorsed a Presidential candidate, until now. (scientificamerican.com)
- How a Texas county clerk is trying transform how we vote with a publicly owned, open source voting system. (wired.com)
- Why corporate America is pushing to get out the vote this year. (washingtonpost.com)
- Recruiting Gen Z to become poll workers. (wired.com)
- What the 1918 election can tell us about this year's election. (investoramnesia.com)
- The modern US media is thoroughly incapable of dealing with a barrage of lies and misinformation. (theatlantic.com)
Economy
- It's impact has faded from view during pandemic, but the impact of US trade policy has had a negative effect on employment. (econbrowser.com)
- Covid-19 has had a disproportionate economic effect on Latino businesses and communities. (barrons.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
- What everyone was reading this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: a real coronavirus response. (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)