Quote of the Day
"Anxious investors imagine those other investors are better informed, or better able to make sense of the volatility and competing market narratives."
(Scott Nations)
Markets
- When in doubt, focus on earnings. (tker.co)
- Russia's stock market is kinda open. Who's buying? (nytimes.com)
Strategy
- Why the 60/40 portfolio has had such staying power. (pragcap.com)
- Now you need to be wary of holding target date retirement funds in taxable accounts. (nytimes.com)
Oscars
- Streaming companies are now a fixture at the Oscars. (nytimes.com)
- How Apple ($AAPL) helped 'CODA' in its push for a Best Picture award. (wsj.com)
- The biggest risk to the Academy Awards is irrelevance. (ft.com)
Food
- Food banks are seeing an uptick in demand. (washingtonpost.com)
- Schools may soon have to cut back on their food offerings as pandemic programs end. (npr.org)
Housing
- The U.S. housing market is still crazy. (awealthofcommonsense.com)
- A new generation is levering up to expanding their real estate portfolios. (bloomberg.com)
Policy
- Matthew Winkler, "States that have fully embraced the Affordable Care Act are enjoying healthier labor markets and stronger income growth than those that haven’t." (bloomberg.com)
- Evidence that higher quality schooling reduces crime later in life. (papers.ssrn.com)
- On the value of making child tax credits permanent. (nber.org)
- Time is ultimately a policy decision. (theatlantic.com)
- Why the U.S. is short of doctors. (vox.com)
Economy
- What is the risk of a recession according to term spread models? (econbrowser.com)
- If more Americans 'retired' during pandemic why isn't Social Security claiming on the rise? (bloomberg.com)
- Soaring oil prices are a boon to Alaska's budget. (wsj.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: surprising holdouts (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)
