Quote of the Day
"Being contrarian shouldn’t be the aim; it should be a byproduct of thinking independently."
(Jonathan Bales)
Markets
- Persistent stock market uptrends rarely end suddenly. (quantifiableedges.com)
- Why propane prices are on the rise. (wsj.com)
Strategy
- A look at what happens when you combine momentum and value strategy. (morningstar.com)
- Value investing, 101. (blog.validea.com)
Crypto
- How Tesla ($TSLA) plans to account for the Bitcoin on its balance sheet. (ft.com)
- Why Bitcoin hasn't caught on as a method of payment. (wsj.com)
Finance
- Is equity crowdfunding finally coming of age? (protocol.com)
- The pandemic is accelerating the death of branch banking in the U.S. (visualcapitalist.com)
SPACs
- SPACs generate great returns for sponsors. For investors not so much. (theirrelevantinvestor.com)
- It's hard not to find signs of an overheated market for SPACs. (nytimes.com)
- SPACs are finding success right out of the gate. (cnbc.com)
- Visualizing the ongoing boom in SPAC issuance. (wsj.com)
- You know SPACs have hit it big when they have their own hype video. (youtu.be)
Fund management
- Structured note marketers are jumping on the ARK Invest bandwagon. (financial-planning.com)
- Geode Capital Management is the biggest money manager you have likely never heard of. (wsj.com)
- It's hard to ignore the strides direct indexing has made to-date. (ft.com)
Canada
- Canada is lagging the U.S. in getting shots in arms. (marginalrevolution.com)
- Canada's tourism industry misses Americans. (nytimes.com)
Global
- The threat to TikTok ownerhip has seemingly passed. (wsj.com)
- Shipping containers are in the wrong places around the globe. (cnbc.com)
Economy
- Small business optimism took a hit in January. (disciplinedinvesting.blogspot.com)
- The January JOLTS report shows a pause in the employment recovery. (bonddad.blogspot.com)
- Nearly a million women in the U.S. have left the workforce. (axios.com)
- Pharmacies are hiring like mad. (nytimes.com)
Earlier on Abnormal Returns
- Personal finance links: our 24/7 world. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: disentangling risk. (abnormalreturns.com)
- Tired of hour long podcasts? then check out 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
- Podcasting had a huge 2020. (om.co)
- Why Clubhouse is gaining so much traction among tech types. (marginalrevolution.com)
- Facebook ($FB) wants in on the Clubhouse action. (nytimes.com)
- Streaming and pandemic have accelerated the decline of traditional radio. (variety.com)
- One reason why talk radio is in terminal decline is adverse demographics. (washingtonpost.com)
