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Quote of the Day
"We are very early in this trend away from owning 500 stocks."
(Howard Lindzon)
Markets
- A strong Q4 prevented managed futures from having a down year. (rcmalternatives.com)
- Five contrarian portfolio tilts including energy and financial stocks. (morningstar.com)
Strategy
- Five reasons why value investing may be broken. (blog.validea.com)
- Why should we care what the CAPE was decades ago? (theirrelevantinvestor.com)
Crypto
Companies
- Why health care venture Haven failed. (hbr.org)
- Why did Twitter ($TWTR) buy Breaker? (businessofbusiness.com)
- Silicon Valley cafeterias are likely to be a casualty of the pandemic. (bloomberg.com)
IPOs
- Poshmark ($POSH) is nearing an IPO. (news.crunchbase.com)
- As is Affirm ($AFRM). (news.crunchbase.com)
Global
- Two reasons why the UK is doing a relatively good job vaccinating people. (spectator.co.uk)
- The EU is getting blame for the slow rollout of vaccines. (politico.eu)
- The Serum Institute of India puts the country at the center of the global vaccine chain. (wsj.com)
Housing
- More Americans say they want to live in rural areas than did pre-pandemic. (news.gallup.com)
- Where apartment rents have been rising (Newark) and falling (SF) over the past year. (zumper.com)
Inflation
Economy
- US heavy truck sales were down 5% YOY in December. (calculatedriskblog.com)
- The December ADP report showed a decline in private sector jobs. (crossingwallstreet.com)
Earlier on Abnormal Returns
- Personal finance links: real wealth. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: extrapolating fundamentals. (abnormalreturns.com)
- January ESG links: forecast uncertainty. (abnormalreturns.com)
- How we will view 2020 depends on what happens next. (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)
