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Quote of the Day
"In business and finance, the rise of the unicorn was a defining feature of the decade now wrapping up. The ubiquity of venture-backed businesses with valuations north of $1 billion created a new, lasting innovation in how investors, entrepreneurs, and consumers think about starting a company. The 2010s were the Unicorn Decade."
(Myles Udland)
Markets
- This is a historically bullish week for the stock market. (quantifiableedges.com)
- Small options traders are wicked bullish. (sentimentrader.com)
Strategy
- Some big investing lessons from 2020 including 'Maybe the stock market is smarter than all of us.' (awealthofcommonsense.com)
- There are few cheap, easy ways to offset unanticipated inflation. (ft.com)
- How to supercharge your financial BS detector. (incognitomoneyscribe.com)
Apple
- More praise for M1-powered Apple ($AAPL) computers. (techpinions.com)
- A review of Apple's ($AAPL) Fitness+ service. (gq.com)
Companies
- Reddit is buying TikTok rival Dubsmash. (axios.com)
- Y Combinator graduates are having a big year. (news.crunchbase.com)
- A couple of high profile IPOs, including Roblox, have pushed into 2021. (nytimes.com)
Finance
- The American financial system is experiencing its own K-shaped recovery. (ft.com)
- Community banks have surprised surprisingly well in pandemic. (wsj.com)
- Congress has overwhelmingly voted to ban anonymous-shell-companies. (washingtonpost.com)
- What would a Dyal-Owl Rock-SPAC look like? (neckar.substack.com)
Global
- Finland and Norway have offered medical assistance to Sweden to help deal with Covid patients. (ft.com)
- Germany is locking back down. (nytimes.com)
- How much will London, as a financial center, be diminished by Brexit? (ft.com)
- It's hard to overstate the importance of Taiwan to the global economy. (nytimes.com)
Moving
- Why you should expect more corporate HQs to pick up stakes and move across state lines. (feld.com)
- Some of the pieces are falling into place for a Texas technology cluster. (noahpinion.substack.com)
Economy
- Checking in on seven high frequency economic indicators. (calculatedriskblog.com)
- The Fed, like the rest of us, can begin looking to the other side of the pandemic. (blogs.uoregon.edu)
- On the state of the housing economy going into 2021. (housingwire.com)
Earlier on Abnormal Returns
- Adviser links: serving future generations. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (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)
