Are you already signed up for our daily e-mail newsletter? That’s awesome, but did you also know that we publish an adviser-focused e-mail every Friday? Now you do.
Strategy
- How to tell if you are a perma-bear. (allstarcharts.com)
- People have been calling for foreign stocks to outperform for years now. (theirrelevantinvestor.com)
- A top ten 2020 book list from eKohnomics including "Geopolitical Alpha" by Marko Papic. (medium.com)
IPOs
- Eric J. Savitz, "DoorDash is having its own Candy Crush moment." (barrons.com)
- Airbnb is a leaner, more focused operation, post-pandemic. (barrons.com)
Finance
Apple
- John Gruber, "M1 Macs completely upend what we can and should expect from PCs. It’s a breakthrough along the lines of the iPhone itself in 2007." (daringfireball.net)
- A positive first-hand review of an M1-powered Macbook. (om.co)
- Apple ($AAPL) has pleased it most famous users with the M1-powered Macs. (mondaynote.com)
- Apple ($AAPL) released its list of the top apps of 2020 including 'Wakeout!' (techcrunch.com)
Policy
- The hit state and local budgets are taking is not discriminating among red and blue states. (nytimes.com)
- Our retirement system "is hopelessly insufficient in an economy where workers frequently change jobs and even careers." (ft.com)
- The pandemic highlights the importance of being able to transition workers into faster growing industries and careers. (nytimes.com)
- Polling is only good as its ability to sample the population effectively. (ritholtz.com)
Economy
- Why this recession is different. (theirrelevantinvestor.com)
- A succinct summary of the week's big economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- What Abnormal Returns readers clicked on this past week. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: remaining safe. (abnormalreturns.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter just for advisers. (newsletter.abnormalreturns.com)
Mixed media
- Hunter Walk, "It’s my belief that very few “Substack writers” will make 100% of their income from their newsletter and this won’t be a failure of the platforms but instead related to the nature of creation itself." (hunterwalk.com)
- Tips on how to read more books including "Try new genres." (peterlazaroff.com)
- Adam Grant's favorite podcasts on work and psychology. (linkedin.com)
