Quote of the Day
"Expectations tend to seep into investment decisions. Not always in a good way."
(Novel Investor)
Chart of the Day
U.S. breakeven inflation rates haven’t been this high since 2013.
Markets
- A look at how much the yield curve has been steepening. (sentimentrader.com)
- How a modern, barbell portfolio strategy has performed of late. (thereformedbroker.com)
Companies
- Disney+ ($DIS) will soon exceed 100 million subscribers. (axios.com)
- There are any number of reasons why Apple ($AAPL) should lend Intel ($INTC) a helping hand. (techpinions.com)
- Is Jeff Bezos the GOAT when it comes to tech CEOs? (ft.com)
- Spotify ($SPOT) is embracing WFH. (engadget.com)
Corn
- Chinese purchases are, in part, behind the surge in corn prices. (ft.com)
- Midwest farmland prices rose 6% in 2020. (news.yahoo.com)
Food
- Ghost kitchen are all about big data. (marker.medium.com)
- Americans are eating more takeout sushi in pandemic. (wsj.com)
- Pizza was made for pandemic. (nytimes.com)
ETFs
- Evie Liu, "It’s an understatement to say that ARK has become a phenomenon now." (barrons.com)
- You can't always tell an ETF's holdings by its name. (allstarcharts.com)
Housing
- The housing market isn't going to ease up much in 2021. (businessofbusiness.com)
- When Californians flood a new city, chaos follows. (nytimes.com)
- Towns like Bozeman, Montana are seeing spikes up in housing costs. (bloomberg.com)
- The CheapOldHouses.com site is seeing more traffic in pandemic. (reuters.com)
- Developers are now including 'grow gardens' in their plans. (wsj.com)
Earlier on Abnormal Returns
- Podcast links: bubble-like behavior. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: the power of memes. (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)
