Quote of the Day
"If you look, I think you’ll find that wherever information is exchanged – wherever there are products, companies, careers, politics, knowledge, education, and culture – you will find that the best story wins."
(Morgan Housel)
Markets
- Another reminder that the stock market is not the economy. (theirrelevantinvestor.com)
- No one wants gold of late. (allstarcharts.com)
Strategy
- There is a big difference between the dot com bubble and today's market. (awealthofcommonsense.com)
- Why should the new mavens of momentum be any more successful than those in the past. (wsj.com)
Companies
- The showdown between Apple ($AAPL) and Facebook ($FB) is getting ugly. (wsj.com)
- Kevin Kwok, "Rare is the company that can change its core atomic concepts. It’s why companies like Amazon are so impressive and so daunting." (kwokchain.com)
Finance
- A look at the big 2021 IPOs that are on tap. (protocol.com)
- Europe is finally jumping on the iPO bankwagon. (ft.com)
- Why Vivendi is spinning off Universal Music Group instead of cashing in. (bloomberg.com)
SPACs
- SPACs were once a joke. Now they are mainstream. (cnbc.com)
- Don't confuse the super popular ARK Invest with a new SPAC that started trading. (wsj.com)
Covid
- Moderna ($MRNA) is going to increase the number of doses per vial, speeding up production. (nytimes.com)
- Walmart ($WMT) has begun administering vaccines in Maine. (wsj.com)
- Four things we can do right now to get more people vaccinated. (theatlantic.com)
Policy
- Why threats to the Capitol on January 6th were ignored or dismissed by security agencies. (wsj.com)
- A surprising number of Capitol insurrectionists have or had financial problems. (washingtonpost.com)
- No one is really sure why the murder rate spiked in 2020. (wsj.com)
- It's hard to find a good argument against rank-order voting. (seths.blog)
Economy
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the holiday-shortened week ahead. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: elementary common sense. (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. (newsletter.abnormalreturns.com)
