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Quote of the Day
"If the market is rigged, it is rigged in a way that allows people to achieve a substantial return on their money by watching television or playing golf or taking a nap, rather than by spending their hours scouring message boards or developing elaborate theories of how to enact revenge on perfidious hedge funds or learning what the gamma of an option is."
(Neil Irwin)
Short selling
- These were the 10 most shorted stocks at the end of January 2021. (visualcapitalist.com)
- What do short-sellers actually do? (noahpinion.substack.com)
- Short interest is at a 17-year low. (sentimentrader.com)
Strategy
- Individual investors win by playing their own game. (thereformedbroker.com)
- Why you should try to play positive-sum games. (alephblog.com)
- Investing with the intent on hurting someone else is ultimately self-defeating. (aswathdamodaran.blogspot.com)
- The stories you listen to affect how you think and act. So be careful. (incognitomoneyscribe.com)
Streaming
- Chasing Netflix ($NFLX) means spending big on content. (hollywoodreporter.com)
- Niche streaming services are going to have to merge to survive. (bloomberg.com)
- Streaming services dominated the 2020 Golden Globe nominations. (variety.com)
- Streaming video has a search problem. (wsj.com)
Autos
- Ford ($F) is partnering with Google ($GOOGL) on in car technology. (msn.com)
- The signs are growing that Apple ($AAPL) is serious about building a car. (cnbc.com)
SPACs
- Traders are pushing up a SPAC that might acquire Lucid Motors. (wsj.com)
- Hindenberg Research has a skeptical take on former SPAC, Clover Health ($CLOV). (ft.com)
- 23andMe is going public via a SPAC merger. (statnews.com)
Finance
- This hedge fund profited on GameStop's ($GME) surge. (wsj.com)
- The big market makers will learn important lessons from GameStop ($GME). (nihoncassandra.blogspot.com)
- How to better understand the players in the GameStop ($GME) saga. (justinpaterno.com)
Democratization
- The democratization of investing is about a whole lot more than zero commission stock trading. (economist.com)
- The worlds of gambling and trading are converging. (slate.com)
- Why every asset is getting digitized and traded. (blogmaverick.com)
- What is 'platform populism'? (theguardian.com)
Funds
- Distressed debt funds are facing a dearth of opportunities. (bloomberg.com)
- The most unloved mutual fund categories for 2020. (morningstar.com)
- Fidelity's Magellan Fund gets an ETF wrapper. (etf.com)
Economy
- Continuing claims are not rising as much one would have expected given the pandemic. (bonddad.blogspot.com)
- Checking in on the inflation debate. (blog.yardeni.com)
- The new business boom is seemingly already over. (snippet.finance)
Earlier on Abnormal Returns
- Longform links: the healthiest diet. (abnormalreturns.com)
- Friends don't leave friends holding the bag. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: a long-term investor's resting state. (abnormalreturns.com)
- February ESG links: sustainable indices. (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)
