Tim’s Top Links – 3/27/20

If you’re looking for something to do this weekend, Bob Dylan just released his first song in eight years.  Apparently it’s a 17 minute song about the assassination of JFK, so there’s that.  Also, season 3 of Ozark is out on Netflix.  THAT is an actual recommendation, not the Dylan song.

Here’s what I’ve been reading this morning:

‘The Itch For Action’ – Brendan Mullooly – Your Brain On Stocks

  • It’s a shame that when markets are going crazy, doing nothing feels wrong and speculating feels right.  Brendan writes about this feeling in his latest post.

‘Stress-Adjusted Returns’ – Mullooly Asset Podcast

  • Ep. 300 of the podcast, I spoke with Tom and Brendan about the stress of trying to make all-in/all-out decisions in the market and what it actually gets you.

‘Why the Stock Market Rallies on Bad News’ – Michael Batnick/Barry Ritholtz – Ritholtz Wealth Management

  • The market went up over 6% yesterday after news that almost 3.3 million Americans filed for unemployment.  What?

‘Hope, Faith, and Destiny’ – Charlie Bilello – Compound Advisors

  • Charlie shares some encouraging numbers and charts about the virus around the world.  It’s nice to have some good news!


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