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Quote of the Day
"The key is remembering how hard this is … and maybe just trying to give your fellow human a little bit of a break. No one is at their best right now. We’re all going through this together. But we are also all very much alone."
(Will Leitch)
Markets
- October is a historically volatile month for the US stock market. (quantifiableedges.com)
- Per Google Trends, a lot of people are talking about bubbles. (sentimentrader.com)
Strategy
- If you can sleep at night with your portfolio there is a good change you are not taking enough risk. (awealthofcommonsense.com)
- As as an investors you can't control events, but you can control your reaction to them. (dashofinsight.com)
- Things to do instead of worrying about politics. (humbledollar.com)
Companies
- How Etsy ($ETSY) has thrived in the pandemic economy. (msn.com)
- Why Disney ($DIS) is and should shift more towards a subscription model. (profgalloway.com)
- The story why a hedge fund manager made an early bet on Moderna ($MRNA). (wsj.com)
- Shale company CEOs made bank despite poor returns. (epsilontheory.com)
Movie theaters
- Cineworld is closing its Regal Cinemas in the US, UK and Ireland. (variety.com)
- Will fear kill the movie theater? (medium.com)
Finance
- Leave it to private equity firms to find novel ways to borrow money. (ft.com)
- ESW Capital provides software companies a 'founder friendly' landing spot. (wsj.com)
Funds
- DFA launching its own ETFs is the end of an era. (barrons.com)
- Nelson Peltz wants Invesco ($IVZ) and Janus Henderson ($JHG) to merge. (barrons.com)
Global
- The pandemic has affected eastern and western Germany differently. (wsj.com)
- Taiwan's giant semiconductor manufacturers are uncomfortably stuck between the US ad China. (nytimes.com)
- China's stock market reflects better pandemic economic outcomes. (wsj.com)
Policy
- Homicides are up in the US in 2020, pretty much across the board. (vox.com)
- Why prediction markets aren't all they are cracked up to be. (ritholtz.com)
- The vast majority of Americans want the USPS run as a public service not a business. (washingtonpost.com)
- Public libraries hold a unique place in society, especially in pandemic. (nytimes.com)
- Maybe we should pick more public officials by lottery. (fastcompany.com)
- The social returns to innovation are high. (marginalrevolution.com)
Economy
- As the pandemic continues the economic pain rolls on. (nytimes.com)
- Long term unemployment is on the rise. (wsj.com)
- Women are disproportionately dropping out of the workforce due to pandemic. (cnbc.com)
- A succinct summary of the week's major economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: IFR vs. R. (abnormalreturns.com)
- An entertaining anomaly: why you should watch 'Ted Lasso.' (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)
