Book review: A look at The Nurture Effect: How the Science of Human Behavior Can Improve Our Lives and Our World by Anthony Biglan. (Scientific American)
Quote of the Day
"I wouldn’t get bogged down in the minor details of a disruptive technology’s early emergence. The genie is now out of the bottle. The revolution will be Periscoped."
(Joshua Brown)
Markets
- The case for TIPS. (marketanthropology.com)
- How worried should we be about margin debt? (blog.kimblechartingsolutions.com)
- The global markets are in full rotation mode. (thereformedbroker.com)
- Fund managers still hate miners. (shortsideoflong.com)
- A lot of divergences are setting up. (humblestudentofthemarkets.blogspot.com)
Strategy
- We are overrun with Buffet-disciples. (awealthofcommonsense.com)
- Top performers make the most of their time away from the screens. (forbes.com)
Companies
- Why Facebook ($FB) should buy Twitter ($TWTR). (fusion.net)
- The missing piece for the Apple ($AAPL) TV. (recode.net)
- Comcast ($CMCSK) is now an Internet company. (recode.net)
- Wynn Resorts ($WYNN) is down 50% from its 52-week highs. (shortsideoflong.com)
Finance
- Hedge funds are becoming more "bond like." (ft.com)
- Three steps to being an activist investor. (wsj.com)
Economy
- The Misery Index is at a 54-year low. (businessinsider.com)
- Commodity prices (and wages) are bottoming. (soberlook.com)
- Hotels are kicking *ss. (calculatedriskblog.com)
Earlier on Abnormal REturns
- Research links: value effects and active share. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
- What books Abnormal Returns readers purchased in April 2015. (abnormalreturns.com)