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Quote of the Day
“I need you to repeat this mantra: “Remote doesn’t just mean more Zooms. Remote doesn’t just mean more Zooms. Remote doesn’t just mean more Zooms.”
(Packy McCormick)
Markets
- This month is set to be one of best Novembers in decade. (crossingwallstreet.com)
- A whole host of sentiment indicators are flashing euphoria. (sentimentrader.com)
- Market rallies often come with a tick up in interest in leveraged and inverse ETPs. (wsj.com)
Strategy
- Is Robinhood good for investors? (theirrelevantinvestor.com)
- The biggest danger in selling stocks is not knowing when you will get back in. (washingtonpost.com)
Crypto
- Bitcoin is at a new all-time high. (nytimes.com)
- Five reasons why Bitcoin at a new all-time high. (thereformedbroker.com)
Amazon
- Can luxury goods makers avoid the long reach of Amazon ($AMZN)? (nytimes.com)
- Amazon ($AMZN) continues to build out its own logistics network. (washingtonpost.com)
Finance
- S&P Global ($SPGI) is buying fellow data provider IHS Markit. (wsj.com)
- Can Wells Fargo ($WFC) ever get out of the dog house? (ft.com)
Global
- Even when Western countries try to bring manufacturing back onshore it doesn't always stick. (nytimes.com)
- Spain's beach resorts look desolate without tourists. (bloomberg.com)
Pandemic
- Moderna ($MRNA) has filed an application with the FDA for approval of its Covid-19 vaccine. (statnews.com)
- Public health officials are sounding the alarm, but it's not clear who's listening. (washingtonpost.com)
- U.S. Covid-related hospitalizations are at a record high (calculatedriskblog.com)
- If you look closely there is a hint of good news in the state data. (bonddad.blogspot.com)
Economy
- Seven high frequency economic indicators including rising TSA daily travel numbers. (calculatedriskblog.com)
- It's hard to see how the winter coronavirus wave won't slow economic growth. (finance.yahoo.com)
- House price indices are likely to continue their upward acceleration. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Adviser links: a modern twist on SMAs. (abnormalreturns.com)
- Blogging is dead, long live blogging! (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- The most-read items this past week on Abnormal Returns. (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)
