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Quote of the Day
"There are many companies today whose stock is trading like they will be the primary winner of a winner-take-most market. Obviously, this cannot hold."
(Myles Udland)
Markets
- Historical asset class statistics tell us more about risk than returns. (awealthofcommonsense.com)
- Retail traders are shunning puts. (sentimentrader.com)
Strategy
- 10 lessons from 2020 including 'Markets often rhyme but rarely repeat.' (ofdollarsanddata.com)
- Identifying a bubble doesn't mean you can profit from it. (mailchi.mp)
- Why it's better to get a company's quality right than its valuation. (intrinsicinvesting.com)
Crypto
- Alex Tabbarok, "Crypto is still waiting for the killer app which will make it 21st century infrastructure..." (marginalrevolution.com)
- What's driving the Bitcoin bull market this time around? (nymag.com)
Companies
- How can a company be so impact yet be a financial dud? The case of Twitter ($TWTR). (thereformedbroker.com)
- Intel ($INTC) has a surplus of problems and a shortage of solutions (stratechery.com)
- Oracle ($ORCL) and SAP want to gain a foothold with startups. (protocol.com)
- How much will growth slow for the pet care industry, post-pandemic? (wsj.com)
EVs
- Amazon-backed electric vehicle startup Rivian has raised another $2.65 billion. (theverge.com)
- Is it economically feasible to charge EVs while they drive? (wsj.com)
- How to track all the EV stocks in real-time. (ft.com)
Shipping
- The price to ship a container from China to Europe is soaring. (ft.com)
- Joe Weisenthal and Tracy Alloway talk with Marc Levinson, author of "The Box," about why container rates are soaring. (bloomberg.com)
Economy
- Seven high frequency economic indicators including transit mobility. (calculatedriskblog.com)
- Why bubbles can actually good for innovation. (awealthofcommonsense.com)
Earlier on Abnormal Returns
- Research links: proceeding with extreme caution. (abnormalreturns.com)
- Adviser links: a jarring reminder. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone else was reading last week on the site. (abnormalreturns.com)
- Introducing 'The Goldmine' a new audio feed where you can hear your favorite financial writers read their best content. (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)