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Quote of the Day
"It takes determination to resist the easy temptation of chasing whatever has been hot, especially after a year in which 150 stocks at least tripled in market value..."
(Jason Zweig)
Markets
- The periodic table of commodity returns for 2021. (visualcapitalist.com)
- The equity market rally has really broadened out. (disciplinedinvesting.blogspot.com)
Song royalties
- Just how quickly does the UK-listed Hipgnosis Songs Fund collect on its royalties? (ft.com)
- Neil Young joins the list of artists selling song publishing rights to investors. (bbc.com)
Crypto
- Ben Carlson, "There are no fundamentals. Trust, faith, hope, technology and human nature are the only true fundamentals of cryptocurrencies." (awealthofcommonsense.com)
- Bitcoin investors are betting it can become durable store of value. (ft.com)
Finance
- The Upholdings Compound Kings ETF ($KNGS) is the first hedge fund to convert into a ETF. (finance.yahoo.com)
- The sell-side has a diversity problem. (institutionalinvestor.com)
Pandemic
- States are turning to Eventbrite to help schedule vaccinations. (nytimes.com)
- Why some health care workers are balking at getting vaccinated. (apnews.com)
- Why the FDA should approve the use of the Oxford-AstraZeneca ($AZN) vaccine now. (disciplinedinvesting.blogspot.com)
- West Virginia is doing a good job getting shots in arms. (npr.org)
- North Carolina is going to use the National Guard to help administer shots. (newsobserver.com)
The SEC
- How the SEC could crack down on politicians trading stocks, without additional legislation. (nytimes.com)
- Why it's past time for the SEC to update the 13F process. (finance.yahoo.com)
Policy
- Morgan Housel "A hard thing to wrap your head around in economics is the idea that two opposite things can be true at once." (collaborativefund.com)
- The Democratic half of the US Senate represents an additional 41.5 million people. (vox.com)
- A group of people have fueled the rise of disinformation. (ritholtz.com)
- Slowing population growth means the U.S. is looking more like Europe demographically. (economist.com)
Economy
- Manufacturers are straining to keep their lines staffed in pandemic. (wsj.com)
- How the pandemic is going to permanently affect productivity. (barrons.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: fragility revealed. (abnormalreturns.com)
- Put refinancing your mortgage on your radar screen for 2021. (abnormalreturns.com)
- January ESG links: forecast uncertainty (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)
