Quote of the Day
"Groupthink persists because groupthink feels good.
(Tim Harford)
Strategy
- Why you should 'front load' your investment decision making process. (alphaarchitect.com)
- Why investing a lump-sum is so fraught for investors. (compoundadvisors.com)
- Diversification works, but it can't work miracles. (retirementresearcher.com)
Crypto
- Is Bitcoin still the bellwether for the crypto space? (allstarcharts.com)
- Stablecoins on the on-ramp for the crypt-cautious. (awealthofcommonsense.com)
- Despite its potential it's still too early to treat any purchase of crypto as anything but speculative. (thebasispoint.com)
Apple
- Why Apple ($AAPL) is so far ahead on wearables. (aboveavalon.com)
- The case for owning an Apple ($AAPL) Watch. (medium.com)
- What you miss by being in Apple's ($AAPL) 'walled garden.' (wsj.com)
SPACs
- Leave it to Bill Ackman to upend the SPAC model. (wsj.com)
- Michael Milken is a big investor in SPACs. (forbes.com)
Fund management
- Julian Roberts of Tiger Management was a great investor. He may be more famous for seeding his proteges. (ft.com)
- Professionals with ESG credentials are in high demand. (ft.com)
Policy
- Policy makers used to worry about doing too much during an economic downturn. Now they worry about doing too little. (finance.yahoo.com)
- The pandemic kicked off a wave of new business formation. (manhattan-institute.org)
- Stimulus checks helped reduce measures of hardship. (nytimes.com)
- Many states are sitting on excess cash. How should they spend it? (bloomberg.com)
Housing
- The number of mortgages in forbearance is falling. (axios.com)
- Why some homeowners are reluctant to trade-up to bigger, more expensive homes in today's red hot market. (wsj.com)
- Buying (and selling) a house can be an emotional thing. (getrichslowly.org)
Economy
- It took a pandemic for workers to finally get the upper hand on management. (nytimes.com)
- U.S. heavy truck sales are back at record levels. (calculatedriskblog.com)
- What you need to know about the different flavors of CPI. (econbrowser.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
- Top clicks last week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Coronavirus links: coronavirus severity. (abnormalreturns.com)
- June ESG links: stronger ground. (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)
