Check out my latest contribution to The Goldmine podcast:
Quote of the Day
"If there were a VIX for climate change, it would be at an all-time high. The increasing volatility of weather makes it more certain that there will be more volatility in markets, and how will investors respond?"
(Taimur Hyat, COO of PGIM)
Strategy
- Crazy markets highlight the benefits of following a dollar-cost averaging strategy. (awealthofcommonsense.com)
- Knowing a market is in a bubble is not sufficient to profit from it. (economist.com)
- Why it never pays to be all-in or all-out of the stock market. (novelinvestor.com)
- It's not 1929 or 1998, it's 2021. (compoundadvisors.com)
Crypto
- On the parallels between the trading in GameStop ($GME) and Bitcoin. (wsj.com)
- There is no rule-of-thumb on how much Bitcoin to own. (monevator.com)
- Why is an EV manufacturer investing in a 'filthy asset' like Bitcoin? (amycastor.com)
- Want to boost your company's stock? Buy Bitcoin. (justinpaterno.com)
Bumble
- Bumble ($BMBL) stock had a big debut as a public company. (cnbc.com)
- Why dating apps are not one-size-fits-all when it comes to global markets. (worth.com)
- Is Valentine's Day cancelled this year? (nytimes.com)
Finance
- Citigroup ($C) is mired in mediocrity. Can Jane Fraser turn it around? (nytimes.com)
- Bank of New York Mellon ($BK) is now able to handle cryptocurrencies for asset managers. (wsj.com)
- A lot of trading has shifted from London to Amsterdam, post-Brexit. (ft.com)
Funds
- You now have three SPAC-focused ETFs to choose from. (etf.com)
- VC investment in health care rose notably in pandemic. (institutionalinvestor.com)
Inflation
- Why a sustained rise in inflation isn't on the table. (ritholtz.com)
- However, inflation is going to rise in the near term. (economist.com)
Housing
- Lumber price volatility is making things difficult for home builders. (housingwire.com)
- Some people who bought houses sight unseen in pandemic are regretting it. (wsj.com)
- A new WFH regime will make it easier for younger generations to find an affordable place to live. (bloombergquint.com)
Jobs
- Why the worst of the renewed pandemic jobs losses are behind us. (bonddad.blogspot.com)
- Is further stimulus going to distort the labor market? (blog.yardeni.com)
Earlier on Abnormal Returns
- Longform links: the power of memes. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: our 24/7 world. (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)
