Tuesday links: knowing what we know

Quote of the day

Pietra Rivoli, “How do we know what we know? We examine data, we study people, and then we measure everything as best we can. We need all three.”  (Planet Money)

Chart of the day

Gold 1013 526x420 Tuesday links:  knowing what we know

FWIW, gold is really oversold.  (The Short Side of Long)

Markets

Mid and small caps are sitting at all-time highs.  (Bespoke)

A bond manager that doesn’t like bonds.  (WSJ)

Why would you ever buy Berkshire Hathaway ($BRKB)?  (All Star Charts)

Strategy

Investors don’t experience “average” markets.  (Bucks Blog)

How a financial advisor can help.  (Aleph Blog)

The paradox of “talking your book.”  (Integrity Research)

How financial advisors should get started blogging.  (InvestmentNews)

Companies

How Twitter ($TWTR) plans to ramp up its ad revenue.  (FT)

You may soon be able to get Netflix ($NFLX) on your cable box.  (NYTimes)

Apple ($AAPL) hires a compelling new retail exec.  (Business Insider, Businessweek)

Companies continue to hoard cash.  (Fortune also your wealth effect)

Expect to see a lot more companies blaming the shutdown for poor results.  (footnoted)

Finance

Private equity firms are finding fundraising a challenge.  (Dealbook)

Hedge fund guys are talking increasingly about economic inequality.  (CNBC)

KD, “Any company that has a reserve against potential expected legal costs of 23 Billion dollars should not exist in its current state.”  (Kid Dynamite)

Why companies can’t simply ignore activist investors.  (FT)

Global

The yield on Greek bonds have hit a eurozone crisis low.  (FT)

Economy

You don’t need to default to harm your standing among creditors.  (Felix Salmon)

Policy uncertainty has surged.  (Econbrowser)

Check out the weird stuff happening with short-term bills.  (Sober Look)

Nobels

Shiller and Fama make for an odd, but compelling, couple.  (Justin Fox)

Why the University of Chicago keeps winning Nobel Prizes in Economics.  (Business Insider)

Earlier on Abnormal Returns

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

Mixed media

The slow death of orange juice as a breakfast table staple.  (WSJ)

Vermont is having a huge maple syrup year.  (Buzzfeed Business)

How to hack your morning for peak productivity.  (Wired)

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