Quote of the Day
"Virtually every business operates in a new world today – a world that was hard to even imagine a year ago."
(Morgan Housel)
Markets
- How the rise of the retail trader is changing how small caps trade. (morningstar.com)
- Market timers hate gold. (marketwatch.com)
Strategy
- Dividend paying stocks are not a substitute for bonds. (alephblog.com)
- There is no advantage so great that competition can't overcome. (kruegercatalano.com)
Companies
Finance
- The Archegos fiasco has put the growing family office space into the spotlight. (ft.com)
- Will Clubhouse, and its clones, kill off the in-person investment conference? (institutionalinvestor.com)
Housing
- The median home sale prices are up 17% over the past year. (housingwire.com)
- Why it's still difficult to get a mortgage absent stellar credit. (wsj.com)
- How will rising mortgage rates affect housing? (calculatedriskblog.com)
- Housing sales are picking up in New York City. (nytimes.com)
- The hot housing market is wearing people out. (wsj.com)
Policy
- Lower priced homes are assessed at a higher percentage of their sales price. (nytimes.com)
- Seven million Americans are now eligible for free health insurnace. (vox.com)
- Black corporate executives are urging opposition to restrictive voting legislation. (nytimes.com)
- Research into the efficacy of criminal prosecution of misdemeanors. (marginalrevolution.com)
- How to understand government liabilities. (pragcap.com)
- How worried should we be about global depopulation? (marginalrevolution.com)
Economy
- The U.S. economy added 916,000 jobs in March. (bonddad.blogspot.com)
- Air travel in the U.S. is picking up. (nytimes.com)
- A succinct summary of the week's big economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- The most-read items this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: mass vaccination campaigns. (abnormalreturns.com)
- April ESG links: re-framing returns. (abnormalreturns.com)
- Podcast links: the new creator economy. (abnormalreturns.com)
- Know matter where, or how, you publish you need to own access to your audience. (abnormalreturns.com)
- What you should do to maximize the sum total of your life experiences. (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)
Mixed media
- John Gapper, "Capitalism is relentless: even the tricks devised to deconstruct it lose their wonder in time." (ft.com)
- Some takeaways from "The Great A&P and the Struggle for Small Business in America" by Mark Levinson. (fortunefinancialadvisors.com)
- Why it pays to focus on process and not outcomes. (forbes.com)
