Quote of the Day
"There is no such thing as information overload…only filter failure."
(Howard Lindzon)
Chart of the Day
Joe Biden declared the pandemic over. Vaccine stocks have been saying that for awhile. (chart via @ycharts)
Strategy
- Why learning to be a good investor is difficult. (behaviouralinvestment.com)
- What fantasy football can teach us about investing. (impersonalfinances.com)
- Beware of the narcissistic CEO. (klementoninvesting.substack.com)
Companies
- What is the potential financial impact of the 'GTA VI' hack on Take-Two ($TTWO). (variety.com)
- Opendoor ($OPEN) is feeling the pain of falling house prices. (bloomberg.com)
- Thursday Night Football is working out for Amazon ($AMZN). (frontofficesports.com)
Finance
- Microcap IPOs are back. Stay clear... (news.yahoo.com)
- There is no shortage of 'dry powder' waiting for VCs to put to work. (theinformation.com)
Global
- By all accounts, the Indonesian economy is humming along. (ft.com)
- Norway's giant investment fund is continuing to push companies to become climate neutral. (nytimes.com)
- Why do Russian executives keep dying under suspicious circumstances? (grid.news)
Economy
- National home builder confidence fell in September. (calculatedriskblog.com)
- Mortgage rates are at a 14-year high. (mortgagenewsdaily.com)
Earlier on Abnormal Returns
- Research links: historical references. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: particular returns. (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)
Mixed media
- There are a lot of ways to define diversity, beyond the obvious ones. (moontower.substack.com)
- LinkedIn needs better, non-cringey, content. (bloomberg.com)
- Even bosses like four-day workweeks. (fortune.com)
- Ten rules to deal with criticism, including 'It’s almost never a good idea to respond to a critic.' (tedgioia.substack.com)
