Quote of the Day
"On top of economic uncertainty there is also high level of noise generated by various pundits, blogs, financial media and even central banks. Staying focused on the markets has become as difficult as developing and following a winning strategy to trade. In fact, the essential meta-strategy is to remain focused, identify and filter the sources of noise."
(Michael Harris)
Retail trading
- Retail traders are reveling in their lack of knowledge. (wsj.com)
- SoFi wants to provide customers with access to IPOs. (cnbc.com)
Markets
- Anything can happen in the markets - why you can't get tied up emotionally. (allstarcharts.com)
- There are plenty of signs of froth in the stock market. (mrmoneymustache.com)
Strategy
- Owning the best stocks is hard in practice. (awealthofcommonsense.com)
- High performing companies rarely ever look cheap. (theirrelevantinvestor.com)
Companies
- Google ($GOOGL) has made limited headway in the shopping space. (nytimes.com)
- Betsy Cohen was early on the SPAC wave. (wsj.com)
Funds
- Morningstar ($MORN) is using AI/ML to write research reports. (ft.com)
- The launch of active nontransparent ETFs have been overshadowed by other providers, like ARK invest. (finance.yahoo.com)
Suez Canal
- The Suez Canal situation is anther sign of strained global supply chains. (ft.com)
- A bigger Suez Canal didn't prevent this mishap. (wsj.com)
- The global shipping industry has plenty of issues but they rarely make the headlines. (theatlantic.com)
- A history of the Suez Canal. (investoramnesia.com)
New York City
- If you want to understand New York City's recovery take a look at what is happening with bodegas. (bloomberg.com)
- Lower NYC rents are an opportunity for residents and businesses. (wsj.com)
Housing
- Portland, Maine is a sign of what is happening with housing. (housingwire.com)
- Dining rooms are on their way out of American homes. (vox.com)
- Pacaso wants to sell you a piece of a second home. (news.crunchbase.com)
- Golf course communities are once again in demand. (nytimes.com)
Minimum wage
- Why a uniform, national minimum wage doesn't make sense. (washingtonpost.com)
- How to effectively implement a minimum wage hike. (project-syndicate.org)
- A higher minimum wage would come at a time fewer American teens are working. (wsj.com)
Policy
- On the growing gap between those with a college degree and not in the U.S. (pnas.org)
- A new study shows the extent of underpayment of taxes and it's a big number. (washingtonpost.com)
- Why the federal Thrift Savings Program could be used help lower income Americans save for retirement. (axios.com)
- 2020 was a record year for gun violence. (washingtonpost.com)
Global
- It's time to start wrapping our heads around peak global population. (economist.com)
- Four-day workweek experiments are popping up all over the globe. (time.com)
Economy
- Inflation fears seem to be largely generational in nature. (nytimes.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- What everyone was reading last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: vaccine passports. (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)
