Quote of the Day
"The right time to choose a portfolio strategy is when things are calm and you can think straight. Not now, in the midst of rising fear and chaos."
(Joshua Brown)
Markets
- How long does it take for tech stocks to recover from big drawdowns? (awealthofcommonsense.com)
- Should an overvalued market cause you to change your investment strategy? (ofdollarsanddata.com)
Strategy
- It is both the best (and worst) time to be an investor. (behaviouralinvestment.com)
- Expert predictions are just a form of entertainment. (peterlazaroff.com)
- Twelve finance books to look forward to in 2022 including "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions" by Eric Balchunas. (bpsandpieces.com)
Crypto
- What financial advisors need to know about investing in crypto. (theirrelevantinvestor.com)
- More crypto exchanges are acquiring regulated futures arms. (ft.com)
- Is quantum computing a threat to the blockchain? (blogs.cfainstitute.org)
Companies
- Bob Leftsetz, "Mark Zuckerberg is no Steve Jobs." (ritholtz.com)
- Why Shopify ($SHOP) is integrating more services. (stratechery.com)
Commercial real estate
- Big Tech isn't done with new office space just yet. (nytimes.com)
- Independent retail in central business districts are in big trouble. (slate.com)
- The 'retailization of health care' is accelerating post-pandemic. (nytimes.com)
Housing
- Case-Shiller showed home prices rising at a 18.8% rate through December. (calculatedriskblog.com)
- How new entrants and rising home prices are changing Spokane, Washington. (nytimes.com)
- More cities and towns are coming to terms with a rising number of investor-owned single family homes. (indystar.com)
- Homes on streets named after Confederate generals sell for less than equivalent homes. (papers.ssrn.com)
Earlier on Abnormal Returns
- Research links: figuring it out. (abnormalreturns.com)
- When simplicity trumps complexity. (abnormalreturns.com)
- Striking out on your own with confidence. (abnormalreturns.com)
- Adviser links: in pursuit of significance. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (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)
