Quote of the Day
"The epic recovery from the Covid crash of early 2020 has made it all but impossible for most of us to reconstruct how afraid we were only a year-and-a-half ago."
(Jason Zweig)
Markets
- Why it feels like the stock market goes up every day. (theirrelevantinvestor.com)
- Rally investors just cashed in on the sale of a copy of ‘Super Mario Bros.’ (cnbc.com)
Strategy
- Don't let identity drive your investment decision making. (marketwatch.com)
- Even the best investors have a hard time tuning out other opinions. (novelinvestor.com)
- There is no free lunch when it comes to using leverage. (compoundadvisors.com)
Companies
- Why this $150 million machine from ASML Holdings ($ASML) matters so much. (wired.com)
- Why Apple ($AAPL) should build its own search engine. (bloomberg.com)
- Amazon ($AMZN) is planning to launch its own TV brand. (thestreamable.com)
- Walmart ($WMT) is raising hourly pay for over half a million workers. (nytimes.com)
Finance
- Is the BNPL space already overcrowded? (ft.com)
- Portfolio trading is gaining share in the bond market. (axios.com)
- iBuyer Offerpad ($OPAD) is now public. (housingwire.com)
Global
- Toronto home prices continues to soar. (bnnbloomberg.ca)
- The Beijing Stock Exchange is designed for small, technology companies. (wsj.com)
Privacy
- Everybody wants more privacy online but how exactly do we get there? (ben-evans.com)
- Why we have data privacy backwards in the U.S. (theconversation.com)
- The best password managers according to experts. (nymag.com)
- Are biometrics the solution to the password problem? (ft.com)
Economy
- The August NFP report showed (calculatedriskblog.com)
- The labor economy recovery is still on track. (bonddad.blogspot.com)
- Claudia Sahm, "Inflation is not our enemy. It’s Covid." (stayathomemacro.substack.com)
Earlier on Abnormal Returns
- Podcast links: origin stories. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Longform links: catering to tourists. (abnormalreturns.com)
- September ESG links: independent paths. (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)
