Thursday links: being on the mend

VaccinesEveryone is waiting on the arrival of a coronavirus vaccine. (thereformedbroker.com)It may be time to reset expectations on a coronavirus vaccine. (statnews.com)Germany is in line to be one of the first Western countries to roll out a vaccine. (wsj.com)StrategyWhy calling a bubble in real time is so difficult. (awealthofcommonsense.com)The turn for value is coming, the problem is the timing. (alephblog.com)Some notes from John Brook’s classic book “Once in Golconda: A True Drama of Wall Street 1929-1938.” (novelinvestor.com)NetflixDespite rising competition Netflix ($NFLX) is still the leader in streaming video. (compoundadvisors.com)Why Netflix ($NFLX) is investing more in Anime content. (variety.com)Is there any way to measure the cultural impact of streaming, i.e. Netflix ($NFLX), movies? (theverge.com)GlobalEurope’s Covid recession has created a big swath of unemployment among the youngest workers. (nytimes.com)Given the economy’s performance, why isn’t the Yuan stronger? (economist.com)Covid-19A new coronavirus variant is spreading across Europe. (ft.com)Slovakia wants to test everyone in the country, twice. (wsj.com)Taiwan has gone 200 days without a local, positive Covid test. (msn.com)Cities and statesCities and states are facing huge budget deficits. (wsj.com)Christine Benz and Jeff Ptak talk all things municipal finance with Peter Hayes of Blackrock. (morningstar.com)Why so many state pension funds are underfunded. (awealthofcommonsense.com)EconomyUS real GDP is currently off 3.5% from the previous peak. (calculatedriskblog.com)The jobs situation is slowly improving. (bonddad.blogspot.com)Why you have to take pandemic economic statistics with a big grain of salt. (economist.com)Earlier on Abnormal ReturnsLongform links: changing the channel. (abnormalreturns.com)Starting something new is hard, staying with it even harder. (abnormalreturns.com)What you missed in our Wednesday linkfest. (abnormalreturns.com)Personal finance links: cultivating connections. (abnormalreturns.com)Jon, thanks for

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