Tuesday links: implicit forecasts

Quote of the day

Cullen Roche, “Your “passive” strategy definitely involves an implicit forecast about the future and is probably more active than you think.”  (Pragmatic Capitalism)

Chart of the day

STOXX 0814 Tuesday links:  implicit forecasts

European stocks have had a pretty good pullback.  (Dragonfly Capital)

Markets

Bond investors really are up against it in a search for yield.  (Business Insider)

What sectors are leading at present.  (All Star Charts)

The top stocks YTD are a mixed bag.  (Bespoke)

Strategy

On the power of shareholder yield.  (James O’Shaughnessy)

Why calculating discount rates is so fraught with error.  (Morningstar)

Little things matter in trading.  (Adam Grimes)

Companies

Twitter ($TWTR) wants to reinvigorate DMs.  (TechCrunch also GigaOM)

Apple’s ($AAPL) HealthKit is targeting a market beset by a regulatory morass.  (Reuters)

21st Century Fox ($FOXA) now has its very own activist investor.  (Reuters)

Has healthy eating hit an inflection point?  (Scott Krisiloff)

MLPs

How did the Kinder Morgan ($KMI) roll-up add value?  (Matt Levine, WSJ)

Are all large MLPs now in play for reconversions?  (Dealbook)

Global

Europe’s lone bright spot, Germany, is weakening.  (Business Insider)

Is the Australian economic miracle in trouble?  (FT Alphaville)

Economy

The great risk to profit margins: labor costs.  (AllianceBernstein)

Jobs are increasingly going unfilled.  (Real Time Economics, Bespoke)

Small business optimism is trending higher.  (Calculated Risk)

Earlier on Abnormal Returns

Making your own luck in the generational roll of the financial dice.  (Abnormal Returns)

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

Mixed media

A list of alternative investment folks on Twitter.  (Attain Capital)

What makes Buzzfeed worth nearly a $1 billion?  (Felix Salmon also Om Malik)

RIP, Robin Williams.  (WSJ, THR, Quartz, Jim Norton, Daniel Drezner, Longreads)

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

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.

blog comments powered by Disqus
  • 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.