Quote of the Day
"There is a medication for noise. I mean, if you average many judgments, noise will go down."
(Daniel Kahneman)
Markets
- The idea of the stock market as being a 'game' goes back to the beginning of markets. (investoramnesia.com)
- Why investors are looking for returns wherever they can find them. (humbledollar.com)
Strategy
- Be on alert when your advisor's risk profile takes a turn towards risk. (wsj.com)
- Being right about an industry's success does not guarantee you will pick the winning companies. (brooklyninvestor.blogspot.com)
Crypto
- The media doesn't make bubbles, it reflects them. (thereformedbroker.com)
- Why active management is alive and well in cryptoland. (ospreyfunds.io)
- Crypto is one reason why markets are so weird. (howardlindzon.com)
- The crypto boom via Google Trends. (brontecapital.blogspot.com)
Companies
- Capital keeps flowing into the 'Amazon Aggregator' space. (axios.com)
- Impulse items, gum and candy, took a hit in pandemic. (wired.com)
- Millennials don't care if their diamonds are lab-made. (bloomberg.com)
Finance
- Norway’s sovereign wealth fund seems like a great place to work. (bloomberg.com)
- Mortgage volume is fading. The stocks have followed. (wsj.com)
- Bill Hwang provided see funding to ARK Invest's first four ETFs. (ft.com)
Work
- Heather Long, "The coronavirus outbreak has had a dramatic psychological effect on workers, and people are reassessing what they want to do and how they want to work..." (washingtonpost.com)
- How the bond market reacted to the surprising April NFP report. (econbrowser.com)
- Why work from home (forever) could be a boost to productivity. (bloomberg.com)
Economy
- Not all consumer prices went up during the pandemic. (axios.com)
- We're not going to know the true path of inflation until supply shocks fade. (capitalspectator.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
- The top 20 economics blogs per Inomics. (econbrowser.com)
Earlier on Abnormal Returns
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: feeling unchained. (abnormalreturns.com)
- Adapting to a world bent on falsifying the past. (abnormalreturns.com)
- May ESG links: measuring impact. (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)
