Quote of the day
Jason Zweig, “So try to socialize—in the real world and in online social media—only with investors who are calm and methodical. After all, whatever your peers pay attention to, you will also concentrate on—so following more-sensible people will help inoculate you against panic.” (WSJ)
Chart of the day
The Mexican stock market is sitting at new highs. (Dana Lyons)
Markets
Why the stock market (and economy) have flummoxed so many investors. (A Dash of Insight)
This model shows stocks looking unattractive relative to bonds. (Felder Report)The world is operating a much faster rate these days. (The Reformed Broker)
Strategy
Ben Carlson, “There’s no point in instituting a plan if you’re not going to follow it.” (A Wealth of Common Sense)
Why managements love share buybacks. (Aleph Blog)
Why allocation matters so much. (Pragmatic Capitalism)
Investors with a long-term focus should keep a minimum 60% in stocks come hell or high water. (WSJ)
Companies
Netflix ($NFLX) wants to increase its short-form content for mobile use. (GigaOM)
Why Twitter ($TWTR) shouldn’t mess with the timeline. (Medium contra Marginal Revolution)
Berkshire Hathaway ($BRKB) is the largest cigarette dealer in America. (Jeff Matthews)
Apple
The valuation situation at Apple has changed a lot over the past few years. (Millennial Invest)
The hype surrounding Apple right now is pretty high. (Brett Arends)
Apple stock stalled out at new highs. (All Star Charts also Adam Grimes)
The case for Tim Cook as Apple CEO. (Guardian via @mediaredef)
How Apple could make a splash with payment-enabled wearables. (stratechery)
Jay Yarow talks with Farhad Manjoo ahead of Tuesday’s big Apple ($AAPL) event. (Business Insider)
Alibaba
No matter how you slice it the Alibaba ($BABA) IPO is going to be huge. (WSJ, MoneyBeat, Economist)
A profile of Alibaba CEO Jack Ma. (NYTimes)
The case against investing in Bitcoin. (Digitopoly)
Global
The week’s nine most important economic charts. (Quartz)
The case for Russian stocks. (Short Side of Long)
Economy
The prime working age population is growing again. (Calculated Risk)
A look back at the economic week that was. (Bonddad Blog, Big Picture)
The economic schedule for the coming week. (Calculated Risk)
Earlier on Abnormal Returns
Top clicks this week on the site. (Abnormal Returns)
Smart people for investors to follow. (Total Return)
Why you shouldn’t watch the market intra-day. (Abnormal Returns)
What you might have missed in our Saturday linkfest. (Abnormal Returns)
Mixed media
America has stopped watching CNBC. (Zero Hedge)
What are we to do with blazing fast Internet, a la Google Fiber? (NYTimes)
Television viewers are getting older. (WashingtonPost)
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