Wednesday links: creative quants

You can keep up with all of our posts by signing up for our daily e-mail. Thousands of other readers already have. Don’t miss out!

Quote of the day

John Chisolm, “Modern quantitative investing is creative.”  (Institutional Investor)

Strategy

Some common lies investors tell themselves.  (A Wealth of Common Sense)

On the return of trend following strategies.  (Meb Faber)

A summary of the stock picks from the 2014 Robin Hood Investors conference.  (Market Folly)

Why managers try to copycat their competitors.  (FT)

Companies

Dan Loeb wants to break up Amgen ($AMGN).  (Dealbook, WSJ, MoneyBeat)

On the Bill Ackman inspired turnaround at Canadian Pacific ($CP).  (Buzzfeed)

Skepticism reigns about Yahoo’s ($YHOO) strategy.  (NYTimes, Recode, Wired)

Apple

Review of the new iPad Air 2 are pouring in.  (Mossberg, Daring Fireball, Asymco, Pogue, WSJ, Engadget)

The Retina iMac makes desktop computers cool again.  (WSJ, TechCrunch, Engadget)

Apple’s ($AAPL) ecosystem is getting even more tightly connected with seamless integration.  (Farhad Manjoo)

One reason why Apple Pay should succeed.  (Pando Daily)

Finance

Spin-offs have not been the automatic boost some investors had hoped.  (WSJ)

Add Mohamed El-Erian-backed Payoff to the peer-to-peer lending game.  (FT)

Low down payment mortgages are coming back.  (Total Return)

ETFs

The logic behind screening out small, risky stocks.  (Larry Swedroe)

A limited defense of nontransparent active ETFs.  (ETF update ibid)

On the (brighter) future of ETFs in Australia.  (FT)

Global

How much of China’s success was due to IP theft?  (John Cassidy)

Economy

US economic momentum is intact.  (Quartz)

Is cheap gasoline good for the US?  (Fortune)

Wal-Mart ($WMT) is aggressively adding solar power.  (Slate)

Earlier on Abnormal Returns

What you might have missed in our Tuesday linkfest.  (Abnormal Returns)

Mixed media

Joe Weisenthal is going to Bloomberg Media to run their markets coverage.  (NYTimes, Business Insider, Bloomberg)

The new ValueShares US Quantitative Value ETF ($QVAL) is now live.  (ValueShares, BusinessWire)

You can support Abnormal Returns by visiting Amazon or follow us on StockTwits, Yahoo Finance and Twitter.



Subscribe to our RSS FeedThe Latest

  • Tuesday links: gimmicky guidance
    , October 21st, 2014 at 1:20 pm

    Quote of the day Herb Greenberg, “I have no idea why companies give short-term guidance, let alone long-term guidance — let alone five-year forward guidance.”  […]


  • Monday links: global market turbulence
    , October 20th, 2014 at 12:46 pm

    Markets What is global market turbulence telling us?  (Gavyn Davies) Signs of an oversold stock market.  (The Short Side of Long) On the high yield-emerging […]


  • Top clicks this week on Abnormal Returns
    , October 19th, 2014 at 2:13 pm

    Thanks for checking in with us this weekend. Here are the most clicked on items on Abnormal Returns for the week ended Saturday, October 18th, […]


  • Saturday links: the halo effect
    , October 18th, 2014 at 8:00 am

    The weekend is a great time to catch up on some posts that were either too long or simply didn’t fit in during the week. […]


  • Friday links: all the tools you need
    , October 17th, 2014 at 10:53 am

    This is an early edition of the linkfest. We will catch back up this weekend. Enjoy. Quote of the day Ben Carlson, “You can’t simply […]


  • Podcast Friday: personal investment policies
    , October 17th, 2014 at 8:35 am

    Every week brings a slew of new podcasts and videos. Meb Faber argues that podcasts are the perfect medium for discussions about finance and investing. […]


  • Thursday links: spend a little
    , October 16th, 2014 at 12:55 pm

    Quote of the day Morgan Housel, “Work a lot, spend a little, save the difference, invest it wisely, leave it alone. It’s not that hard. […]


  • Why volatility matters
    , October 16th, 2014 at 12:43 pm

    Market volatility doesn’t matter in some academic sense. That is some formal relationship between volatility and returns. Volatility matters because it wreaks havoc people’s emotions. […]


  • Comparing the robo-advisors
    , October 15th, 2014 at 3:14 pm

    In today’s linkfest I noted the fact that Betterment was teaming up with Fidelity Investments to offer Betterment services to Fidelity-affiliated financial advisors. However the […]


  • Tadas ViskantaAbnormal Returns has over its seven-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More »

  • StockTwits Follow Abnormal Returns on StockTwits Follow Abnormal Returns on Twitter Follow StockTwits on Facebook Subscribe to Abnormal Returns RSS via Email Subscribe to Abnormal Returns RSS
  • Recent Posts

  • Archives

  • Join StockTwits
  • Get Updates!

    100% Privacy. We don't spam.