Quote of the Day
"Most ordinary people can afford to not be a great investor, but they can’t afford to be a terrible one."
(Morgan Housel)
Markets
- Five reasons why this isn't simply a bear market rally. (carsongroup.com)
- Credit spreads seem a tad low. (ft.com)
- The sentiment unwind is here. (allstarcharts.com)
Funds
- There's nothing magic about covered call funds. (wsj.com)
- All the big mutual fund managers are joining the ETF movement. (investmentnews.com)
- It's hard to see what slows down the ETF train. (finance.yahoo.com)
Companies
- Zappos unique culture is now largely gone. (wsj.com)
- A 2022 Apple ($AAPL) score card. (daringfireball.net)
Housing
- Why the $200,000 new home has essentially disappeared. (awealthofcommonsense.com)
- The housing market is still tight because homeowners are reluctant to give up their 3% mortgages. (nytimes.com)
- Why mortgage rates jumped the last couple weeks. (thebasispoint.com)
Policy
- The case for a four-day government work week. (theatlantic.com)
- Four-day school weeks are kind of a disaster. (edworkingpapers.com)
- The federal government needs to rework its approach to classified documents. (semafor.com)
- The case for federal legalization of cannabis is also the case for regulation and research. (politico.com)
- How discrimination can thrive in a free economy. (econofact.org)
Economy
- Warmer weather help explain the big January NFP surprise. (calculatedriskblog.com)
- What the Super Bowl tell us about the economy at any point in time. (msn.com)
- How politics has infected consumer sentiment. (econbrowser.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)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
