Português - Portugal
Bringing the best of the investment blogosphere to your inbox, daily...
Here's your daily update from Abnormal Returns.
View this email in your browser
E-mail sponsored by VanEck:
Investing in the Future of Sports. Get in the game with video gaming and esports investing. Learn more about how the VanEck Vectors® Video Gaming and eSports ETF (ESPO®) offers investors exposure to this dynamic industry.
Tuesday links: selective networks
By abnormalreturns on Mar 02, 2021 01:24 pm
Americans are feeling more optimistic.
It's not just houses and semiconductors: shortages are everywhere.
Everything is oversubscribed.
Aaron, "If you’re not sure if you’re actually gambling or investing, you’re probably gambling."
Don't let a hot narrative knock you off your strategy.
How to combat blind spot bias.
Why it's past time for the SEC to approve a Bitcoin ETF.
Canada's Purpose Bitcoin ETF shows there is plenty of demand.
Companies are once again worried about what small investors think about them.
Not surprisingly, SPAC deal volume hit a record in February 2021.
Making the case that Peter Lynch is the greatest stock picker of all-time.
Run the other direction when a fund claims to be a 'hedge fund for the masses.'
The first mutual fund-to-ETF conversions are coming this month.
U.K. data shows improved outcomes after just one vaccine dose.
Brazil is still struggling with high Covid case counts.
British Columbia has moved to a 'First Doses First' policy.
Still no sign of a slowdown in house price increases.
Softbank-backed real estate broker, Compass, has filed for an IPO.
Lower rents are drawing people back to New York City.
Demographics are supportive of housing demand for the better part of the decade.
Earlier on Abnormal Returns
Research links: hard-wiring good behavior.
March ESG links: sustainable momentum.
What you missed in our Monday linkfest.
Adviser links: planners at their best.
Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.
The pandemic has validated those startups who were remote from the get-go.
In a WFH (forever) model, the relative costs between employers and employees shift.
Why e-mail is making us miserable.
Read in browser »
Research links: hard-wiring good behavior
By abnormalreturns on Mar 02, 2021 09:57 am
Why you should be wary of facile comparisons of total returns among asset classes.
There are a number of ways to combine factors in a portfolio: here's one way.
Companies time the release of (good) information around CEO conference appearances.
Crowdsourcing doesn't work when it comes to stock ideas.
Do private equity investors add value on the operational side? Nope.
A round-up of the best white papers from February including "Does seasonality impact Bitcoin returns?"
Read in browser »
ESG links: sustainable momentum
By abnormalreturns on Mar 01, 2021 02:41 pm
Board diversity is set to be a big theme in the next proxy season.
A barrier to more diverse boards: some companies don't allow non-C-suiters to serve on outside boards.
Norway's giant SWF is pushing companies to put more women on their board of directors.
Only one company in 2020 went public in the U.S. with an all-male board.
Most companies don't have board members conversant in ESG and climate.
How to assess a company's diversity and inclusion efforts.
To better implement ESG changes, management is going to need a new Balanced Scorecard.
Good corporate governance makes it easier to gain headway on social and environmental issues.
Like it or not, Blackrock ($BLK) and CEO Larry Fink are big players in how ESG is going to evolve.
When Larry Fink speaks, companies take note. At least in their filings.
The factor loadings of ESG stocks are not static.
Why ESG investors have a large cap bias.
Has ESG just been one big momentum trade?
How does a money manager pivot to an ESG-aware strategy?
Positive ESG developments attract fund manager interest.
Like it or not, ESG strategies will over time get evaluated on their performance.
Humankind Investments has launched the Humankind US Stock ETF ($HKND).
Just how green is your ESG ETF?
The FT is getting back into the index business focused on ESG.
ESG ratings for company often differ, but about when they REALLY differ?
The world's biggest investment managers, like Vanguard, still hold big positions in companies mining and burning coal.
Big Tech loves to buy green energy.
Royal Dutch Shell ($RDS.A) is weaning itself off the oil business.
Pension funds want private equity to step up their ESG game.
On the relationship between ESG disclosure and potential shareholder litigation.
In the history of the Fortune 500 there have only been 19 black CEOs.
Read in browser »
Monday links: a torrent of FOMO
Adviser links: planners at their best
Sunday links: anchoring back to reality
Top clicks this week on Abnormal Returns
Saturday links: imperfect proxies
Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities. Please review our
Terms & Conditions
for the use of our site.
Copyright © 2021 Abnormal Returns, All rights reserved.
Want to change how you receive these emails?
update your preferences
unsubscribe from this list