Are you already signed up for our daily e-mail newsletter? Great, but did you know that we just launched an adviser-focused e-mail on Fridays? Now you do. Sign up here!
Quote of the Day
"It is never a sensible idea to make investment decisions based on our admiration of an individual or our desire to participate in their story."
(Joe Wiggins)
Energy
- Does the price of oil even matter all that much anymore? (awealthofcommonsense.com)
- The energy sector is now below 2% of the S&P 500. (theonedave.tumblr.com)
Portfolios
- Why is there no agreed upon 'neutral portfolio'? (morningstar.com)
- The question you should ask yourself before undertaking a big portfolio makeover. (advisorperspectives.com)
- Focus less on 'safe assets' and more on 'safe portfolios.' (alephblog.com)
Finance
- AIG ($AIG) is getting out of the life insurance business. (wsj.com)
- The SEC is stepping back from its proposal to 13-F reporting rules. (investmentnews.com)
- How are companies able to pay executives big bonuses before filing for bankruptcy? (washingtonpost.com)
SPACs
- Would MLB even approve a SPAC deal for the Boston Red Sox? (sportico.com)
- U.K. betting-data firm Genius Sports Group Ltd. is going public via a SPAC. (msn.com)
Funds
- Money managers are cloning their most popular ETFs in order to reduce fees. (wsj.com)
- There is nothing (positive) to see in recent managed futures mutual fund data. (mrzepczynski.blogspot.com)
- Cognitive diversity may not always show up in headline diversity statistics. (institutionalinvestor.com)
Airbnb
- Airbnb is going to list on the Nasdaq. (axios.com)
- Airbnb has a 'house party' problem only made worse by pandemic. (nytimes.com)
- European cities are trying to reclaim apartments for residents that had previously been on Airbnb. (nytimes.com)
Housing
- The S&P/Case-Shiller report for August showed a 5.7% year-over-year increase in house prices. (calculatedriskblog.com)
- Is the relative rise in suburban home prices played out? (ritholtz.com)
Pandemic
- Hospitals around the US are filling up with Covid-19 patients. (washingtonpost.com)
- A recent clinical trial setback shows there is no 'magic bullet' Covid-19 treatment yet. (bnnbloomberg.ca)
- Startups are raising capital based on their Covid-related products. (axios.com)
Earlier on Abnormal Returns
- Research links: the rebalancing premium. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: an inclusive workplace. (abnormalreturns.com)
- Jon, thanks for including us in your journey. (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)
