Quote of the Day
"Understanding your game, without being swayed by people playing different games, is a rare investing power."
(Morgan Housel)
Markets
- Putting into perspective just how crazy the past year has been in markets. (john-street-capital.medium.com)
- How 54 markets have performed since the pandemic low a year ago. (rcmalternatives.com)
- Tracking the surge in IPOs over the past six months. (sentimentrader.com)
- The hottest stocks from the past year have already pulled back. (theirrelevantinvestor.com)
Strategy
- It's okay to let the crazy train drive by. (thereformedbroker.com)
- If you are investing in ESG to boost returns be prepared for disappointment. (behaviouralinvestment.com)
- Dividend paying stocks are NOT a substitute for bonds. (humbledollar.com)
Crypto
Retail investing
- Some signs that retail trading boom is taking a breather. (bloomberg.com)
- A sign that the bloom is off the SPAC boom. (reuters.com)
- Many institutional investors now acknowledge they pay attention to Reddit. (institutionalinvestor.com)
- Stimulus check influencers are now a thing. (nytimes.com)
- The QQQs ARE the market to a younger generation of investors. (wsj.com)
Big Tech
- Intel ($INTC) now has a plan. (techpinions.com)
- Many of the big tech business questions are about retail, not software. (ben-evans.com)
- The big social media sites have been turned into online commerce engines. (vox.com)
Travel
- Travel bookings are up across the board for the rest of 2021. (nytimes.com)
- But the cruise industry is likely to miss out on summer sailings. (wsj.com)
- Airlines are beginning to add back flights. (nytimes.com)
- Frontier Airlines is gearing up for an IPO next week. (barrons.com)
Global
- Futu Holdings ($FUTU) is riding a surging wave of retail stock trading in China. (wsj.com)
- India's Millennials are flocking to the stock market. (msn.com)
Suez Canal
- Nobody really knows how long it will take to clear the Suez Canal. (bloomberg.com)
- A good explanation why something like the Ever Given grounding can happen. (ft.com)
- A blocked Suez Canal is only going to exacerbate supply chain issues. (wsj.com)
Economy
Earlier on Abnormal Returns
- Longform links: a great future. (abnormalreturns.com)
- Abnormal Returns was included in this Apex Wealth list "My ten favorite money blogs (2021 edition)." (apexmoney.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: improper framing. (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)
