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Quote of the Day
"No matter how you feel about the recent election results, a Biden presidency will likely have less of an impact on your finances than you initially imagined."
(Nick Maggiulli)
Markets
- The market rotation on Monday was one for the record books. (quantifiableedges.com)
- There was a clear shift from former winners to former losers yesterday. (sentimentrader.com)
Strategy
- The market is providing a host of teachable lessons this year. (theirrelevantinvestor.com)
- Yesterday was a great reminder why market timing is so difficult. (blairbellecurve.com)
Blogosphere
- The ten biggest financial blogs in Canada. (valuewalk.com)
- A guide to non-paywalled finance and news sources. (jaypalter.ca)
Pandemic effects
- Why it's really hard to parse a post-pandemic economy. (awealthofcommonsense.com)
- Office REITs as a play on a return to normal. (msn.com)
- Some pandemic habits are not going to get reversed. (avc.com)
Companies
- Apple ($AAPL) is making a big bet on ARM chips in Macs. (theverge.com)
- Beyond Meat ($BYND) has an inventory problem. (ft.com)
- What is Supreme stand for if it is owned by a big, public parent? (nytimes.com)
- What companies, including Airbnb, that are at the front of the IPO pipeline. (news.crunchbase.com)
Gaming
- This Christmas is going to be all about the new PS5 and Xbox Series X. (protocol.com)
- On an hourly basis, gaming is a pretty cheap form of entertainment. (visualcapitalist.com)
Pandemic
- Where hospitals are reaching capacity. (npr.org)
- The nationwide test positivity rate hasn't been this high since May. (calculatedriskblog.com)
- What things can be done before a successful vaccine rolls out to bend the curve. (marginalrevolution.com)
Economy
- Treasury yields are rising and the yield curve is steepening. (capitalspectator.com)
- It's going to take a lot of inflation to get the Fed to move off its position. (awealthofcommonsense.com)
- Small businesses are increasingly unsure about their survival. (axios.com)
- Manufacturing output was stagnant a year before the pandemic hit. (econbrowser.com)
- Why Biden's timing with the economy may be fortuitous. (blogs.uoregon.edu)
Earlier on Abnormal Returns
- Research links: barriers to entry. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: making it fun. (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)
