Monday links: your inflation hedge
- May 6th, 2013
This is a quick and dirty version of the linkfest. We’ll get back to it tomorrow.
Quote of the day
Rick Ferri, “Owning a home may not lead to speculative windfall profits that some people earned a few years back, but it beats paying rent. If you can turn rent into something that appreciates with inflation, that’s a good investment.” (Rick Ferri)
Chat of the day
Corporate bond spreads have stopped shrinking. (Sober Look)
Seasonal tendencies are just that: tendencies. (Charts etc.)
The (really) bullish valuation case for the S&P 500. (Dr. Ed’s Blog)
Taxes are more important than alpha. (Turnkey Analyst)
Investors need to incorporate “thoughtful disagreement” into their processes. (Jason Zweig)
Investors are finding a middle ground between advisors and DIY investing. (WSJ)
Most of the big public university endowment funds can’t be a 60/40 portfolio. (All About Alpha)
How corporate executives benefit from share buybacks. (WSJ)
The ‘reach for yield‘ has reached equities. (Gavyn Davies)
Norway’s pension fund is buying more real estate. (FT)
A talk with Charlie Ellis, author of What it Takes: Seven Secrets of Success from the World’s Greatest Professional Firms. (Wealthtrack)
The 50 best websites of 2013. (Time)
Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
Abnormal 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 »
- A transitional moment for advisors
- Active vs. passive: try harder or do something easier?
- Thursday links: sticking to beta
- Wednesday links: the allure of stock picking
- Tuesday links: unbundling risk and return
- Software is eating investment management
- Monday links: lottery stocks
- Sunday links: true confidence
- Top clicks this week on Abnormal Returns
- Saturday links: story-telling creatures