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Quote of the Day
"Hedge funders and short sellers are out to get rich: They are certainly not angels. But there is a difference between trading based on evidence and research and trading based on conspiracy theories and mob tactics."
(Sebastian Mallaby)
Markets
- How major asset classes performed in January 2021. (capitalspectator.com)
- Another case of mistaken (stock) identity. (ft.com)
Retail trading
- The crowd has moved onto silver, which is a different animal altogether. (bloomberg.com)
- SPACs are also the menu for retail traders. (wsj.com)
- Short squeezes rely on a continued inflow of participants. (econbrowser.com)
Lessons
- People are overreacting to the GameStop ($GME) situation in many ways including pitching conspiracy theories. (awealthofcommonsense.com)
- What lessons will retail investors take away from GameStop ($GME)? (realreturns.blog)
- Don't forget that Wall Street thrives on volatility. (thereformedbroker.com)
Regulation
- Why all eyes are on Citadel Securities. (wsj.com)
- Regulators will feel a need to respond to the GameStop ($GME) situation. (mrzepczynski.blogspot.com)
- You can't talk about trader tactics without mentioning social media algorithms. (wsj.com)
Companies
- The capital markets have propped companies that by all accounts should have failed during pandemic. (nytimes.com)
- The case against the status quo at Twitter ($TWTR). (nymag.com)
- Why the U.S. should be concerned about the relative decline of Intel ($INTC). (axios.com)
- U.S. shale oil companies are experiencing a reset in expectations. (ft.com)
Hedge funds
- Melvin Capital had a really bad January. (cnbc.com)
- GameStop ($GME) has changed the equation for long-short hedge funds forever. (bloomberg.com)
- How the hedge fund business will adapt. (sl-advisors.com)
Global
- Canada's biggest companies are banding together to increase Covid testing. (nytimes.com)
- China's mutual funds are fighting a flood of cash. (ft.com)
Economy
- Manufacturing and housing are powering the economy. (bonddad.blogspot.com)
- Where seven high frequency economic indicators stand including NYC subway usage. (washingtonpost.com)
- Any talk about Fed doing anything different is premature. (blogs.uoregon.edu)
Earlier on Abnormal Returns
- Adviser links: the RIA model. (abnormalreturns.com)
- February ESG links: sustainable indices. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- What everyone was reading on the site last week. (abnormalreturns.com)
- Tired of reading? Listen to your favorite bloggers read some their recent posts on The Goldmine. (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
- There is no new, next Silicon Valley. (msn.com)
- Will Wilkinson talks with Richard Florida about how the pandemic is going to change cities. (podcasts.apple.com)
- A Q&A with June Williamson and Ellen Dunham-Jones authors of "Case Studies in Retrofitting Suburbia: Urban Design Strategies for Urgent Challenges." (vice.com)
- On the seductive appeal of urban catstrophe. (theatlantic.com)
