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Sunday links: the folly of prediction

MarketsHow would ARK Innovation ($ARKK) done if it could have closed to new investors? (wsj.com)What's driving value vs. growth these days? (allstarcharts.com)StrategyBen Carlson, "So while the Fed has been a big player in the markets since 2008 it would be silly to assume they are the only reason for the upward trajectory of stocks." (awealthofcommonsense.com)William Bernstein, "A suboptimal portfolio you can execute is better than an optimal one you can’t." (humbledollar.com)Michael Batnick, "There’s too much money chasing too few deals in private markets, and I’m not sure an interest rate hike or two will change that." (theirrelevantinvestor.com)FinanceJP Morgan Chase ($JPM) is spending big on technology. (ft.com)The LSE is proposing a special listing status for still private companies. (wsj.com)Requiring more disclosure will cause companies to go public earlier. (luxcapital.com)Trading bansMomentum is building for banning lawmakers from buying individual stocks. (axios.com)Why a trading ban on Congress needs to extend to family members as well. (bloomberg.com)SocietyHow much of growing wealth inequality is due to the rise of technology? (nytimes.com)Policing policies matter. So does who becomes a police officer. (ft.com)More gun sales lead to more gun crime. (theatlantic.com)College enrollment continues to fall. (npr.org)EconomyWhy 2022 is different than 2020. (tker.co)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks last week on the site. (abnormalreturns.com)What you missed in our Saturday linkfest. (abnormalreturns.com)Coronavirus links: two years of knowledge. (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 mediaChoose your personal narrative carefully. (seths.blog)How to make friends with failure. (fastcompany.com)Everything ends. (dariusforoux.com).....»»

Category: blogSource: ABNORMALRETURNSJan 16th, 2022Related News

Coronavirus links: two years of knowledge

A coronavirus-focused linkfest is a weekly feature here at Abnormal Returns. Please stay safe, get a booster shotat a vaccination site near... VaccinesNearly all teens in the ICU are unvaccinated. (washingtonpost.com)Americans aren't getting their flu shots. (nytimes.com)Where are the variant-specific boosters? (marginalrevolution.com)It's not clear that we will need Omicron-specific vaccines. (nytimes.com)OmicronOmicron may be milder, but that doesn't mean it isn't going to have a big societal impact. (theatlantic.com)It's still worth it to push off an Omicron infection a couple of months. (bloomberg.com)PregnancyAccording to a new study, unvaccinated pregnant people who get Covid-19 are at much higher risk for complications. (statnews.com)Pregnant, unvaccinated women are taking some big risks. (slate.com)ChildrenHow a school principal is trying to manage through the pandemic. (slate.com)How has the pandemic has affected development of young children. (nature.com)OSHAThe U.S. Supreme Court has struck down OSHA's vaccine-or-test rule. (statnews.com)The U.S. Supreme Court takes precautions against Covid that its ruling denies companies. (washingtonpost.com)WorkMore Americans aren't isolating because they have to go to work. (theatlantic.com)Covid was the leading cause of death for U.S. police officers in 2021. (nytimes.com)United Airlines ($UAL) has thousands of workers out with Covid, but zero of its vaccinated employees are currently hospitalized. (npr.org)Citigroup ($C) employees have responded to its vaccine mandate. (nytimes.com)It's not always easy to walk away from a job that is also a calling. (wsj.com)Why front line workers aren't tested more often. (statnews.com)Unvaccinated workers miss more work. (axios.com)CareNurses are being pressured to keep working. (businessinsider.com)Staff shortages are forcing hospitals to cut capacity. (wsj.com)How staff shortages ripple through a hospital. (statnews.com)A first hand story of how Omicron-filled ERs are putting other patients at-risk. (ritholtz.com)What it's like inside a hospital overwhelmed with Covid patients. (indystar.com)How to combat nursing burnout. (statnews.com)Nurses are worn out. (scientificamerican.com)DataU.S. Covid cases are hitting record highs. (washingtonpost.com)Why distinguishing between Covid cases 'with or for' is a big distraction. (theatlantic.com)How the Covid vaccination divide has evolved over time. (ritholtz.com)MaskingThe CDC wants you to wear better masks. (statnews.com)Health care workers should be wearing N95 masks at this point. (theatlantic.com)It's time to upgrade to N95 masks. (vox.com)People in surgical masks are perceived as more attractive. (theguardian.com)How often can you reuse a N95 mask? (washingtonpost.com)TestingSome companies are being generous with Covid tests. (nytimes.com)Are throat swabs better at detecting Omicron? (wsj.com)First vaccines, now testing is the target of misinformation. (nytimes.com)How to get reimbursed for your at-home Covid tests. (npr.org)Next week you can order four free at-home Covid tests. (npr.org)ResearchHow some Covid-19 infections seem to generate an autoimmune response. (sciencedaily.com)How humidity, time and temperature affect the ability of the virus to infect. (bloomberg.com)How B and T cells work to keep us from getting sick. (vox.com)GlobalCountries are scrambling to get Covid antiviral pills. (wapo.st)Omicron will put China's zero-Covid, and vaccines, to the test. (wsj.com)Cases seem to have peaked in the UK. (nytimes.com)Is Covax finally finding its footing? (vox.com)StatesHow Omicron is hitting well-vaccinated Puerto Rico. (vox.com)Texas hospitals are still living through a surge in cases. (vox.com)PodcastsAndy Slavitt talks with Michael Mina, Chief Science Officer at eMed, about the ins and outs of testing. (podcasts.apple.com)Russ Roberts talks with Gregory Zuckerman about his book "A Shot to Save the World." (econtalk.org)Bakari Sellers talks with Dr. Anthony Fauci talk about Covid-19 misconceptions. (open.spotify.com)RisksDr. Aaron Carroll, "If you are sick, even with severe Covid, you want someone with a doctor’s viewpoint caring for you. America, however, is not a patient." (nytimes.com)A changing virus and inconsistent messaging has made for mass confusion. (washingtonpost.com)Spotify ($SPOT) has a policy against Covid misinformation, except when it comes to Joe Rogan. (vulture.com)We are collectively still pretty bad talking about pandemic risks. (theatlantic.com)Why it's best not to get Covid during peak infection. (jeremyconrad.com)Mixed mediaTyler Cowen, "In January 2022, America remains an emotionally damaged nation." (bloomberg.com)Post-Omicron people are ready to go back out. (wsj.com)On the rise of the "vaxxed and done" crowd. (theatlantic.com).....»»

Category: blogSource: ABNORMALRETURNSJan 15th, 2022Related News

Saturday links: mental and physical health

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... AutosHyundai and Kia outsold Honda in the U.S. for the first time. (cnn.com)The 2022 North American Car, Truck and Utility of the Year snubbed EVs. (axios.com)Peer-to-peer car sharing service Turo is planning an IPO. (techcrunch.com)EnergyWhy did the costs of nuclear power stop going down? (austinvernon.site)What's involved with the DOE's “Building a Better Grid” initiative. (theverge.com)It's hard to see how we decarbonize the economy without nuclear energy. (wsj.com)Battery Resourcers is set to open the nation's biggest battery recycling plant. (fastcompany.com)Climate change2021 was the second-worst year for weather disasters in the U.S. (washingtonpost.com)A fifth of the planet experienced record temperatures in 2021. (cbsnews.com)Measures of ocean temperatures hit another record high. (theguardian.com)EnvironmentWhy hurricanes are likely to shift their way North. (wsj.com)Why the cleaving of the Thwaites Glacier would be really bad. (rollingstone.com)The U.S. is looking to increase the use of cover crops. (reuters.com)Plant seeds travel via animals, which is a problem for plants. (vox.com)How companies can design their products to be more recyclable. (fastcompany.com)ArchaeologyHow a badger unearthed a trove of Roman-era coins. (thelocal.es)Humans have been in the Americas far longer than commonly believed. (this-is-critical-with-virginia-heffernan.simplecast.com)SpaceThe JWST still has a ways to go before becoming operational. (syfy.com)Satellite images of the huge Tonga volcanic eruption. (space.com)ScienceRationality has been on the decline for decades. (phys.org)AI is making a 'post-theory science' possible. (theguardian.com)TravelWhy airlines' old forecasting models won't work. (bloomberg.com)Why ski resorts are jammed. (wsj.com)TechnologyWhy you are likely to hear more about UWB. (wsj.com)5G hates trees. (axios.com)BehaviorThe link between exercise and reduced anxiety is strong. (nytimes.com)Forming new habits is simple but not easy. (theatlantic.com)On the link between helping and happiness. (bakadesuyo.com)HealthCovid and at-home tests are turning consumers into do-it-yourselfers. (wsj.com)Some more evidence that MS may be caused by a virus. (statnews.com)Six investments in your long term health. (marginalrevolution.com)How pharmaceuticals get their names. (wsj.com)SleepHow a 'two-week test' can help reset your sleep patterns. (wsj.com)Sleep matters. Don't shortchange yourself. (humbledollar.com)WeedHow Oklahoma became a boom state for weed. (news.yahoo.com)Why legal weed didn't kill off the black market in Oregon. (politico.com)Jesse Pujji talks with Jeff Hoffman of Marathon Partners Equity Management about the business of weed. (podcasts.apple.com)FoodVeganuary isn't catching on just yet. (axios.com)The pandemic only temporarily put a dent in booze sales. (bloomberg.com)Some hope of saving the Cavendish banana. (modernfarmer.com)MoviesBig stars draw eyeballs on streaming: the case of 'Don't Look Up.' (variety.com)Why do movies all look so gray and washed out? (vox.com)Eight tips on how to watch movies. (marginalrevolution.com)Earlier on Abnormal ReturnsCoronavirus links: two years of knowledge. (abnormalreturns.com)What you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: surprising lessons. (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 mediaWhy the creator of Wordle isn't trying to monetize it. (techcrunch.com)The best words to start Wordle. (wired.com)'Solving' Wordle isn't the point. (ft.com).....»»

Category: blogSource: ABNORMALRETURNSJan 15th, 2022Related News

Friday links: intensity and magnitude

MarketsThe fintech crash is real. (howardlindzon.com)The CAPE does not mean-revert. (tker.co)StrategyBuying a dip in the stock market vs. an individual stock are two different things. (awealthofcommonsense.com)More investing lessons from 2021 including 'Don’t let your political views influence your investment decisions.' (evidenceinvestor.com)NI, "Keep in mind, investing is not about being right, it’s about not digging yourself into a deep hole and making it harder to make money." (novelinvestor.com)CryptoHow correlated are web2 and web3? (tomtunguz.com)FTX has launched a $2 billion venture fund. (blockworks.co)Why buy an NFT? (bpsandpieces.com)VentureChicago startups have carved out a niche in technology services. (bloomberg.com)A surprising amount of venture capital has gone into underwear startups. (news.crunchbase.com)Want to pitch a16z? Make sure it's Lindy. (protocol.com)The state of venture capital, 2021. (ritholtz.com)FinanceBig banks are upping their compensation. (bloomberg.com)The pandemic economy has been good for CLOs. (institutionalinvestor.com)FundsWhat the story of the Fidelity Magellan fund tells us about how markets evolved. (morningstar.com)Blackrock ($BLK) has crossed $10 trillion in AUM. (etf.com)Earlier on Abnormal ReturnsPodcast links: surprising lessons. (abnormalreturns.com)What you missed in our Thursday linkfest. (abnormalreturns.com)Longform links: venting vs. inventing. (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 mediaRemote, and hybrid, workplaces need to rethink their benefits package. (protocol.com)Why its OK if workers reclaim time during what is the traditional work week. (bloomberg.com).....»»

Category: blogSource: ABNORMALRETURNSJan 14th, 2022Related News

Podcast links: surprising lessons

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at what... The bizMore people are listening, but podcasting hasn't produced a new hit in years. (bloomberg.com)Spotify ($SPOT) is adding a new in-app ad format. (techcrunch.com)Listening at 2x does not decrease learning. (newatlas.com)VentureTed Seides talks with Chris Douvos, Founder and Managing Director of Ahoy Capital, about the challenge of being an LP these days. (capitalallocators.com)Howard Lindzon talks with GGV Capital on the digitization of everything. (howardlindzon.com)Jordan Harbinger talks with Reid Hoffman about surprising entrepreneurial truths. (jordanharbinger.com)EconomyDerek Thompson talks inflation with Michael Batnick and Ben Carlson. (podcasts.apple.com)Cardiff Garcia talks with Ben Ho author of "Why Trust Matters: An Economist’s Guide to the Ties that Bind." (podcasts.apple.com)Christine Benz and Jeff Ptak talk with Cullen Roche about how macro informs portfolio building. (morningstar.com)FinanceRobin Powell talks with Larry Swedroe about lessons learned from 2021. (soundcloud.com)Meb Faber talks private credit with Daniel Zwirn who is the CEO and CIO of Arena Investors LP. (mebfaber.com)Jeff Malec talks carbon markets with Michael Azlen, CEO and founder of Carbon Cap Fund and Management. (youtube.com)Non-financeScott Barry Kaufman talks with Oliver Burkeman author of "Four Thousand Weeks: Time Management for Mortals." (scottbarrykaufman.com)Shane Parrish talks with Ryan Holiday author of "Courage is Calling." (fs.blog)Michael Covel talks with Ayelet Fishbach author of "Get It Done: Surprising Lessons from the Science of Motivation." (trendfollowingradio.com)Tim Ferriss talks with Sarah Silverman about 'being your own best friend.' (tim.blog).....»»

Category: blogSource: ABNORMALRETURNSJan 14th, 2022Related News

Thursday links: abstract opportunities

MarketsMarkets don't care what you think. (allstarcharts.com)Bull market suck, but you can't spend your time afraid of them. (theirrelevantinvestor.com)Dividends have outpaced inflation over the long term. (wisdomtree.com)CryptoGemini is buying Bitria to create a 'full-service digital asset custodian for advisors.' (markets.businessinsider.com)Coinbase ($COIN) is buying crypto futures platform FairX. (theblockcrypto.com)CompaniesTaiwan Semiconductor ($TSM) is rapidly boosting capital spending. (wsj.com)Taiwan Semiconductor ($TSM) is going to outspend its rivals. (washingtonpost.com)AmazonAlmost nobody quits Amazon ($AMZN) Prime. (nytimes.com)Just how at-risk is Amazon ($AMZN) from anti-trust activity? (vox.com)VentureSoftbank Vision and Tiger Global led the way in venture funding in 2021. (news.crunchbase.com)Sebastian Mallaby's "The Power Law: Venture Capital and the Art of Disruption" is a comprehensive look at VC. (ft.com)FinanceTPG ($TPG) is now public. (barrons.com)Do private companies need more SEC oversight or should it be easier to go public? (bloomberg.com)What it's like to be on the sell-side these days. (economist.com)RIP, Libor. (nytimes.com)VanguardVanguard is not done lowering fund fees. (ft.com)Vanguard customers hate the mobile app. (investmentnews.com)EconomyContinuing unemployment claims continue to fall. (bonddad.blogspot.com)Current inflation is both a supply side and demand side issue. (fullstackeconomics.com)Earlier on Abnormal ReturnsLongform links: venting vs. inventing. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: playing the game of life. (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 mediaHow the Apple ($AAPL) iPhone became the default for American teens. (wsj.com)Wireless carriers are not happy with iCloud Private Relay. (wired.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Longform links: venting vs. inventing

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at the unknown... BooksA Q&A with Robbin Wigglesworth author of "Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever." (fwpwealth.com)An excerpt from Dave Pell’s "Please Scream Inside Your Heart, Breaking News and Nervous Breakdowns in the Year That Wouldn’t End." (davepell.medium.com)An excerpt from "The Insect Crisis: the Fall of the Tiny Empires That Run the World" by Oliver Milman. (theguardian.com)An excerpt from Luke Burgis' book "WANTING: The Power of Mimetic Desire in Everyday Life." (read.lukeburgis.com)A Q&A with Danielle Friedman author of "Let’s Get Physical: How Women Discovered Exercise and Reshaped the World." (thecut.com)Venture capitalBill Janeway, "Not only is capital not a strategy, but too much capital can eliminate the need for entrepreneurs and investors alike to have any strategy at all." (project-syndicate.org)A profile of Josh Wolfe of Lux Capital which invests in companies that can have an impact on humanity. (institutionalinvestor.com)ProfilesHow Larry Fink, CEO of the world's largest money manager, became a lightning rod for criticism. (wsj.com)The story of how Jessica Simpson bought back her namesake clothing brand. (bloomberg.com)To understand this era in American life you are going to have to reckon with the story of J.D. Vance. (washingtonpost.com)DogsIn the Texas legal system your dog isn't worth much. (texasmonthly.com)How Americans are learning to live with their pandemic puppies. (washingtonpost.com)SportsYou don't have to like baseball to like what Shohei Otani is doing. (gq.com)Outdoor events don't happen without port-a-potties. (espn.com)LongreadsThe Beanie Baby craze was a textbook bubble. (vox.com)Local newspapers are dying. Non-profits in some cities are stepping in. (poynter.org)Noah Smith talks with Tyler Cowen on the end of the Great Stagnation and more. (noahpinion.substack.com)Online reputation cleaning has become a big business. (thewalrus.ca)Until we start designing with waste in mind, we won't solve the problem of the environment. (aeon.co).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Podcast links: algorithmic ads

Fridays are all about podcast links here at Abnormal Returns. You can check out last week’s links including a look at whether... The bizThings can go wrong when algorithms pick the ads for a podcast. (theverge.com)NPR is on track to keep adding new podcasts in 2022. (axios.com)But NPR is losing talent left and right. (theverge.com)Venture capitalMichael Batnick and Ben Carlson talk with Howard Lindzon about social investing and the future of venture capital. (theirrelevantinvestor.com)Ted Seides talks with David Rosenthal and David Gilbert about the state of venture capital. (capitalallocators.com)Howard Lindzon talks with Sam Jones, co-founder and CEO of OOOOO on the live-stream economy. (howardlindzon.com)FinancePeter Mallouk and Jonathan Clements on how to think about 2022 markets. (creativeplanning.com)Jim O'Shaughnessy talks with Frederik Gieschen author of the popular "Neckar’s Insecurity Analysis" newsletter. (infiniteloopspodcast.com)Cameron Passmore and Benjamin Felix talk with indexing pioneer Mac McQuown. (rationalreminder.ca)Daniel Crosby talks ESG and emerging markets with James Fletcher. (standarddeviationspod.com)Jeff Malec talks volatility with Cem Karsan. (youtube.com)BehaviorBarry Ritholtz recently spoke with Richard Nisbett professor of social psychology and Co-director of the culture and cognition program at the University of Michigan and author of "Thinking: A Memoir." (ritholtz.com)Meb Faber talks with Leonard Mlodinow author of "The Drunkard’s Walk: How Randomness Rules Our Lives and Emotional: How Feelings Shape Our Thinking." (podcasts.apple.com)Scott Barry Kaufman talks with Ryan Holiday author of "Courage is Calling." (scottbarrykaufman.com)Pablo Torre talks with David Epstein about the myth of the '10,000 hour rule.' (podcasts.apple.com)Brett McKay talks with Thatcher Wine, the author of "The Twelve Monotasks: Do One Thing at a Time to Do Everything Better." (artofmanliness.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Friday links: behavioral extremes

MarketsWhy lumber prices are headed back toward their 2021 peak. (axios.com)Financials and energy are enjoying higher interest rates. (allstarcharts.com)StrategyWhy you can't rely on any single market indicator. (awealthofcommonsense.com)Does experience really help in investing? (theirrelevantinvestor.com)a16zAndreessen Horowitz just closed $9 billion in new capital for its venture capital, growth-stage and biotech-focused vehicles. (techcrunch.com)Andreessen Horowitz is expected to invest in Katie Haun's new crypto-focused funds. (ft.com)IPOsThe case against SPACs. (morningstar.com)In 2021, 32% of all US IPOs were from companies with dual share classes. (ft.com)Three biotech IPOs gone done today. (biopharmadive.com)SportsArctos Sports Partners is spending on stakes in sports franchises at a rapid clip. (ft.com)Online sports betting goes live tomorrow in New York. (espn.com)ApartmentsApartment occupancy in the U.S. is at an all-time high. (bloomberg.com)Which is why new apartment leases are coming in hot. (calculatedrisk.substack.com)EconomyThe December NFP showed a 3.9% unemployment rate. (calculatedriskblog.com)More signs that the job market is tight. (bonddad.blogspot.com)How the Fed plans to thread the needle. (thereformedbroker.com)Earlier on Abnormal ReturnsPodcast links: algorithmic ads. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Longform links: being curious. (abnormalreturns.com)The year investors changed their minds on gold. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaWhy the New York Times ($NYT) is buying the Athletic. (vox.com)How the Athletic tried to disrupt newspapers. (theringer.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Coronavirus links: a question of timing

A coronavirus-focused linkfest is a weekly feature here at Abnormal Returns. Please stay safe, get a booster shotat a vaccination site near... VaccinesThe CDC now recommends booster shots for 12-15 year olds. (statnews.com)Never vaxxers are going to continue bearing the brunt of new variants. (thedailybeast.com)The end of boosting with current vaccines is coming to an end. (nytimes.com)Omicron once again put vaccine makers behind demand. (washingtonpost.com)OmicronHere's hoping Omicron infections provide a lasting boost to community immunity. (washingtonpost.com)Cloth masks won't cut it against Omicron. (wsj.com)TreatmentsPfizer's ($PFE) paxlovid is in short supply. (nytimes.com)Many unvaccinated patients banked on Regeneron's antibody treatment, but Omicron changed the equation. (statnews.com)ECMO machines are in high demand. (indystar.com)DataMost hospital admissions for Covid are still for Delta. (washingtonpost.com)The number of young, under 4, hospitalized for Covid is at a high. (nytimes.com)We are likely undercounting Covid-19 deaths, especially among the non-elderly. (thecentersquare.com)Omicron highlights the need for better patient data. (emilyoster.substack.com)CareJust because Omicron seems to be less virulent doesn't mean it can't overwhelm health systems. (vox.com)Covid affects all hospital patients not just those with the virus. (theatlantic.com)Each wave of Covid does damage to the health care system. (washingtonpost.com)What's like to manage a nursing staff amid yet another Covid surge. (slate.com)Public health officials are worn out. (citizen-times.com)TestingA lack of tests put Americans in a no-win situation. (wsj.com)Why major retailers like Kroger ($KR) are upping test prices. (bloomberg.com)How the administration plans to send everyone at-home Covid tests. (washingtonpost.com)At-home Covid tests are currenly not in the right hands. (theatlantic.com)At-home test may be missing the early stages of infection. (statnews.com)A look at seven different at-home Covid tests. (wired.com)StatesWhich states are most at-risk of Omicron? (washingtonpost.com)How did this small medical practice get a big shipment of much in demand, Evusheld? (statnews.com)SchoolOmicron-based school closures are likely to be short. (williamfleitch.medium.com)A look at the cross-currents school superintendents are facing with Omicron. (wsj.com)Why universities shouldn't be going remote. (theatlantic.com)Our data on schools is incomplete, at best. (stayathomemacro.substack.com)CommunicationEffective communication of complicated information is no easy thing. (washingtonpost.com)Even targeted communication is unlikely to shift the attitudes of the hard core anti-vax crowd. (statnews.com)Inconsistent messaging is driving mistrust of public health officials. (scientificamerican.com)PodcastsAndy Slavitt talks all thing Omicron (communication with Dr. David Agus. (podcasts.apple.com)Bakari Sellers and Van Lathan talk variants and vaccine mandates with Dr. Italo Brown. (theringer.com)GlobalWhy India's death toll from Covid is likely multiples higher than official estimates. (science.org)Covax vaccine shipments ramped up in December. (washingtonpost.com)Italy has made vaccination compulsory for people over 50. (fortune.com)The baby bust is global because women are worried about the effects of Covid. (washingtonpost.com)Mixed mediaSome experts on where the Biden administration has gone wrong on Covid. (nytimes.com)Why it still feels like we are on our own when it comes to Covid decision making. (nytimes.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Saturday links: attention seeking emails

On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check... AutosLuxury car buyers today need to consider EVs due to how the used car market will play out in a few year's time. (washingtonpost.com)The ongoing new car shortage will permanently change how cars are sold. (axios.com)Bi-directional batteries change the nature of EVs. (whyisthisinteresting.substack.com)Amazon ($AMZN) was always going to have multiple electric van makers. (bloomberg.com)You can have great racing without a combustion engine. (newscientist.com)EnergyEurope is dangerously dependent on Russia for natural gas. (bloomberg.com)The Biden administration wants to speed up the approval of new high-voltage power lines. (wsj.com)How Energy Vault, uses gravity to generate (and store) electricity. (wired.com)Environment2021 ranked as the fifth-hottest year on record. (axios.com)The story of Monsanto IS the story of the environment. (slate.com)What does it take to make a building 'bird safe'? (bloomberg.com)TravelThe U.S. airline system is nowhere near normal. (wsj.com)Nine lessons for traveling these days including 'TSA PreCheck is essential.' (humbledollar.com)The cruise ship companies are pushing forward, Omicron be damned. (fortune.com)ArchaeologyPiecing together what it would have been like to live in ancient Rome. (bigthink.com)99 fascinating finds from 2021 including 'a 3,500-year-old Babylonian tablet that may contain the earliest known depiction of a ghost.' (smithsonianmag.com)AnimalsThe brown bears of Alaska’s Katmai National Park and Preserve have changed what they eat. (hakaimagazine.com)How grazing animals can be used to manage forests. (reasonstobecheerful.world)SpaceThe world set a record for orbital launches in 2021. (arstechnica.com)The JWST has successfully deployed its sun shield. (theverge.com)TechnologyThe end of the Blackberry phone is finally here. (npr.org)AI still has some flaws when it comes to forecasting the weather. (wired.com)DronesThe U.S. military is coming up with ways to counteract cheap, commercial drones. (wsj.com)This is a cool use for drone technology - delivering an AED. (theverge.com)BehaviorWhy you should take your own advice. (msn.com)For your own sake, turn hate into indifference. (rationalwalk.com)People love compliments more than you think. (klementoninvesting.substack.com)HospitalsHospitals need more light. (wired.com)How to design a hospital without a hallway. (fastcompany.com)SurgeryFor most joint surgeries there are good non-surgical options. (nytimes.com)A study shows women experienced better outcomes if the procedure had been performed by a female surgeon compared with a male surgeon. (theguardian.com)HealthThe best predictors of a long and healthy life are 'mobility, strength and balance.' (newscientist.com)The two different theories of obesity require two different approaches. (newscientist.com)Pfizer and BioNTech are teaming up to develop a messenger RNA vaccine for shingles. (ft.com)It's clear more Americans need access to methadone. (statnews.com)How stress damages the heart. (nytimes.com)ColdHow cold can affect our health. (wired.com)How snow can be good for your well-being. (fastcompany.com)FitnessHow to build a better home gym. (nytimes.com)How muscle memory works. (nytimes.com)FoodGoing vegan is only one way to help animals. (nautil.us)Industrial hog farms have a big waste problem. (vox.com)Industrial fishing is accelerating the end of our last wild animal food source. (canadiangeographic.ca)Your organic milk likely comes from what looks like a factory farm. (nytimes.com)How to read a carton of eggs. (lifehacker.com)CoffeeJoe Weisenthal and Tracy Alloway talk with coffee market observer Ryan Delany about why the price of the magic bean has doubled of late. (podcasts.apple.com)How does coffee affect the gastrointestinal system? (nytimes.com)DrinkWhy that bottle of Pappy Van Winkle is likely a fake. (nytimes.com)Beer and liquor makers are at loggerheads when it comes to regulation. (wsj.com)Earlier on Abnormal ReturnsCoronavirus links: a question of timing. (abnormalreturns.com)What you missed in our Friday linkfest. (abnormalreturns.com)Podcast links: algorithmic ads. (abnormalreturns.com)The year investors changed their minds on gold. (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 mediaFriendships used to be location-dependent, no more. (moretothat.com)Do friendships inevitably fade over time? (youngmoneyweekly.substack.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Sunday links: racked with regret

MarketsThe three biggest risks to the stock market right now including inflation and the Fed. (awealthofcommonsense.com)Will growth stocks pull down value stocks in sympathy? (albertbridgecapital.com)StrategyFive questions to ask before making changes to your portfolio. (whitecoatinvestor.com)Beware model portfolios from ETF providers. (evidenceinvestor.com)CompaniesRocket Cos. ($RKT) is growing share in the mortgage market but the stock is not following. (wsj.com)Fanatics is becoming the 'everything store' for sports. (frontofficesports.com)Supply chainHow Tesla ($TSLA) avoided the worst of the global chip shortages. (nytimes.com)The housing market is being held back by persistent supply chain disruptions. (wsj.com)The problems at the Los Angeles and Long Beach ports are still pretty epic. (ft.com)PolicyChina is having a hard time moving on from its one-child policy. (wsj.com)Economists are increasingly agreeing with each other. (economist.com)Does pot contribute to GDP? (marginalrevolution.com)Copyrights last too long. (fullstackeconomics.com)EconomyNo matter what you look at, the economy is looking really weird. (ritholtz.com)You can't talk about inflation without dealing with the pandemic. (econbrowser.com)The economic schedule for the coming week. (calculatedriskblog.com)Earlier on Abnormal ReturnsTop clicks last week on the site. (abnormalreturns.com)What you missed in our Saturday linkfest. (abnormalreturns.com)Coronavirus links: a question of timing. (abnormalreturns.com)The year investors changed their minds on gold. (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 mediaTen newsletters that newsletter writers actually recommend. (insidehook.com)Eight tips on how to watch movies. (marginalrevolution.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Adviser links: the problem with planning

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at... PodcastsMichael Kitces talks with Melanie Milam of Gateway Financial Partners about her structured approach to connecting with clients. (kitces.com)Tim Ranzetta talks with Ted Benna about the past, present and future of the 401(k). (ngpf.org)FintechiCapital raised more capital at a $6 billion valuation. (riaintel.com)Digital estate planning software developer Vanilla is hiring. (wealthmanagement.com)Conquest Planning is jumping into the crowded financial planning market. (wealthmanagement.com)Alto’s self-directed IRA platform just raised new capital. (techcrunch.com)TaxesHigher inflation means 'bracket creep' is back. (financial-planning.com)Not every tax measure is indexed to inflation. (wsj.com)The IRS is understaffed and overwhelmed. (bloomberg.com)VanguardThe Vanguard situation shows the challenges of technology-related spikes in customer calls. (investmentnews.com)Complaints about Vanguard's technology pre-dated the year-end outage. (riabiz.com)Practice managementFour lessons from Bill McNabb about building out an advisory practice including 'Simplicity rules.' (financial-planning.com)Advisers are in no hurry to get back to the office. (investmentnews.com)AdvisersDave Nadig talks with Dasarte Yarnway about the future of financial advice and his vision for the Onyx Advisor Network. (etfdb.com)Another example showing advisers don't want to have to worry about their technology needs. (riabiz.com)Is showing younger clients long-term Monte Carlo-based projections counterproductive? (investmentnews.com)Why the CFP may not be the first best credential for those getting into wealth management. (financial-planning.com)How to write more compelling online content including 'Use dialogue.' (blogs.cfainstitute.org)Should advisors help clients with their credit card rewards? (kitces.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Monday links: the benefits of speculation

MarketsThe asset class return quilt every year highlights the benefits of diversification. (awealthofcommonsense.com)Five investment lessons from the rise of Wordle including 'Accept randomness.' (syfy.com)CompaniesFacebook's ($FB) hiring spree is raising costs for everybody. (wsj.com)Some signs that Omicron is going to affect company earnings. (thereformedbroker.com)FinanceCitigroup ($C) is set to fire unvaccinated workers. (reuters.com)How Brexit has harmed London's financial ecosystem, including shifts in trading to places like Amsterdam. (ft.com)EconomyMillions of American workers are home sick with Covid. (businessinsider.com)Warehouse employment is booming. (tker.co)The Great Resignation has come for manufacturing. (washingtonpost.com)Earlier on Abnormal ReturnsAdviser links: the problem with planning. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on the site. (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 mediaTen of the best business books of 2021 including "Uncharted: How to Map the Future" by Margaret Heffernan. (forbes.com)A rave review of "In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest." (wsj.com)Some tips on how to read more books including 'Read books simultaneously.' (ft.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Research links: beta blues

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s links including a look at... ETFsOn the regulatory differences between an active ETF and index ETF. (alphaarchitect.com)Beware model portfolios from ETF providers. (evidenceinvestor.com)IndividualsThis research shows the typical glide path used by target-date funds is too conservative starting at the age of 50. (wsj.com)Investors are unable to distinguish alpha from beta. (alphaarchitect.com)Children leaving the house is not a financial boon you would think. (crr.bc.edu)ResearchWhy 52-week highs for a stock matter. (klementoninvesting.substack.com)In praise of the quality factor. (blogs.cfainstitute.org)How have zero-commissions affected overall trading costs? (evidenceinvestor.com)You can't invest in alternatives without taking into consideration liquidity needs. (alphaarchitect.com)Better-managed firms make better forecasts. (papers.ssrn.com)Do analysts discriminate against companies with black CEOs? (papers.ssrn.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Tuesday links: similar characteristics

MarketsQuants are off to a good start in 2022. (ft.com)Lumber prices are up 75% year-over-year. (calculatedriskblog.com)BondsCompanies are borrowing in 2022, albeit at higher rates. (ft.com)Keep in mind high yield bonds have a higher correlation with equities. (morningstar.com)StrategyWhy it's so easy for investors to be bearish. (ofdollarsanddata.com)Five lessons learned from 2021 including 'Gold is not an inflation hedge over your investment horizon.' (evidenceinvestor.com)Some reading on the career and investment philosophy of Lou Simpson. (rationalwalk.com)FinanceCitadel Securities has taken on its first outside capital. (wsj.com)Sequoia Capital is now registered with the SEC. (wsj.com)GlobalHong Kong's population is now in decline. (bloomberg.com)A record low number of Japanese turned 20. (ft.com)EconomyRetail workers are once again feeling the brunt of the pandemic. (nytimes.com)Grocery shelves are bare because there aren' enough people to stock them. (slate.com)'Missing' American workers by age group. (calculatedriskblog.com)Earlier on Abnormal ReturnsResearch links: beta blues. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: the problem with planning. (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 mediaThe origin story of Wordle. (nytimes.com)Wordle has unleashed a desire for people to 'solve it.' (theringer.com)What's the best word to start Wordle? (wsj.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Personal finance links: playing the game of life

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at a... PodcastsJohn Reeder talks with Bill Perkins author of "Die with Zero." (podcasts.apple.com)Elliot Appel talks with Dr. David Rhoiney about his life story and his journey to blogging. (makingthemostoftime.com)A talk with Ramit Sethi about 'living your richest life' in 2022. (podcasts.apple.com)Craig and Zeona talk financial independence with JL Collins author of "How I Lost Money in Real Estate Before it was Fashionable." (thefiteam.com)Under what circumstances should you hire a financial advisor? (youtube.com)HousingSuccessfully aging in place requires some planning. (humbledollar.com)Where in the U.S. its cheaper to rent than own a home. (axios.com)Stop fetishizing old homes. (theatlantic.com)ContentIn praise of personal finance blogs. (financialchainbreakers.com)Why you need to read Fox Business content carefully to avoid conflicts of interest. (washingtonpost.com)Financial advisorsQuestions to ask before hiring a 'financial advisor.' (advisorperspectives.com)Hiring a financial advisor depends, in part, on how you want to spend your time. (zeninvestor.org)Personal financeWhen you retire is a balancing act. (whitecoatinvestor.com)What's a luxury for one person is a necessity for others. (evidenceinvestor.com)At some you should want to turn your hard earned savings into experiences. (rogersplanning.blogspot.com)Some big financial life lessons including 'travel earlier in life.' (humbledollar.com)21 personal finance guidelines from Laurence Kotlikoff author of "Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life." (cnbc.com)On the relationship between financial literacy and emergency saving funds. (papers.ssrn.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Wednesday links: a range of reasonable techniques

MarketsThe rotation into value has been abrupt. (sentimentrader.com)Cliff Asness says it's 'too early to gloat' about the value rebound. (bloomberg.com)MortgagesMortgage rates have spiked higher in 20220. (mortgagenewsdaily.com)2% 10-year Treasury yields imply a 4% 30-year conventional mortgage. (calculatedrisk.substack.com)Will higher mortgage rates give homebuyers another push? (cnbc.com)StrategyDon't confused selling options with income. (humbledollar.com)Why you need to look behind the label of your international equity ETF. (etf.com)VentureFemale founders secured only 2% of venture capital in the U.S. in 2021. (bloomberg.com)European startups also saw a surge in funding in 2021. (news.crunchbase.com)'Fake it til you make it' only works under certain circumstances. (marker.medium.com)VideoWhy does Disney ($DIS) keep pushing Pixar movies straight to Disney+? (variety.com)There's no shortage of demand for children's content on streaming. (thestreamable.com)Demand for anime content keeps growing. (axios.com)Supply chainCalifornia ports are struggling with Omicron-related outages. (wsj.com)Omicron is forcing more closures of Chinese factories and ports. (wsj.com)EconomyAnnualized CPI hit 7.0% which is the highest rate since 1982. (calculatedriskblog.com)Why we may be seeking peak inflation. (thereformedbroker.com)How much longer will energy prices push up inflation? (klementoninvesting.substack.com)Real wage growth has slowed. (bonddad.blogspot.com)Earlier on Abnormal ReturnsPersonal finance links: playing the game of life. (abnormalreturns.com)What you missed in our Tuesday linkfest. (abnormalreturns.com)Research links: beta blues. (abnormalreturns.com)Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)Mixed mediaCoinbase ($COIN) is going have a 'recharge week' every quarter. (theblockcrypto.com)Another big company is going (mostly) remote. (protocol.com)Companies are done trying to predict a return to the office. (wsj.com).....»»

Category: blogSource: ABNORMALRETURNSJan 13th, 2022Related News

Thursday links: the way back up

MarketsThe year in charts including a series of 'rolling manias.' (compoundadvisors.com)The Nasdaq has outperformed the S&P 500 for nearly two decades. (allstarcharts.com)Mortgage rates are ticking higher. (housingwire.com)StrategyHow to deal with growth stock crashes. (theirrelevantinvestor.com)Stories trump statistics. (collaborativefund.com)VideoHBO Max ended 2021 on a strong note. (hollywoodreporter.com)The success of 'Spiderman: No Way Home' at the box office is not an all-clear signal for theaters. (theatlantic.com)Americans now watch as much user-generated video content than they do traditional TV. (variety.com)TransportFord ($F) is making waves but is still is a fraction of the value of Tesla ($TSLA). (ritholtz.com)Deere ($DE) is launching a new driverless tractor. (theverge.com)Startups like Alto, Revel and Kaptyn are positioning themselves as the anti-Uber ($UBER). (axios.com)Fund managementDon't invest with an active manager if you can't handle the inevitable drawdowns. (blairbellecurve.com)Direct indexing is indexing. (economist.com)EconomyWeekly initial unemployment claims are at historically low levels. (calculatedriskblog.com)A shortage of workers is allowing people to upgrade their jobs. (bonddad.blogspot.com)Earlier on Abnormal ReturnsLongform links: being curious. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: the nature of life. (abnormalreturns.com)The year investors changed their minds on gold. (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 mediaHow people go down the 'Do Your Own Research' rabbit hole. (nytimes.com)How to cut down on the number of decisions you make this year. (wsj.com).....»»

Category: blogSource: ABNORMALRETURNSJan 6th, 2022Related News

Longform links: being curious

Thursdays are all about longform links on Abnormal Returns. You can check out last week’s linkfest including a look at the ground-breaking... BooksAn excerpt from Glenn Hubbard's new book "The Wall and the Bridge: Fear and Opportunity in Disruption's Wake." (theatlantic.com)An excerpt from Aki J. Peretz's "Disruption: Inside the Largest Counterterrorism Investigation in History." (politico.com)An excerpt from "The Next Supper: The End of Restaurants as We Knew Them, and What Comes After" by Corey Mintz. (eater.com)January 6thFacebook ($FB) disbanded its Civic Integrity team prior to January 6th. (propublica.org)Podcasts were a prime source of election misinformation. (nytimes.com)Why is the anti-democracy crowd filled with Ivy Leaguers? (theatlantic.com)HistoryThe SAGE system is not very well know but led to big computing advancements including SABRE. (arstechnica.com)Prohibition was a global phenomenon. (theatlantic.com)LongreadsPlastic production continues to grow, despite our limited knowledge on its long-term costs. (theatlantic.com)A Q&A with Ryan Petersen, CEO of Flexport, on the supply chain crunch. (noahpinion.substack.com)The opioid epidemic is only getting worse in the U.S. and there don't seem to be any credible solutions. (wsj.com)GLP-1 receptor agonists are effective in lowering weight, but prescriptions are still scant. (bloomberg.com)Hobbies aren't meant to feel like work. (theatlantic.com).....»»

Category: blogSource: ABNORMALRETURNSJan 6th, 2022Related News