Quote of the day

Kopin Tan, “Reflexively buying back shares was the easy, momentarily crowd-pleasing part. Figuring out where future growth lies and how to secure it is the real challenge that lies ahead.”  (Barron’s)


Have markets finally stopped fixating on the Fed?  (A Dash of Insight)

Sell-side market strategists are still not all that bullish.  (UpsideTrader)

Why diversification didn’t work in 2013.  (The Short Side of Long)

Now is the time for a little bit of vigilance.  (Clear Eyes Investing)

Compare and contrast

On the rise of short-term thinking. (Morgan Housel)

On the rise of long-term thinking.  (Felix Salmon)


The Volcker Rule is creating opportunities for hedge funds.  (FT)

StockTwits has a new CEO for 2014.  (Howard Lindzon, Pando Daily)


Vanguard’s market share continues to climb.  (Morningstar)

How Dimensional Fund Advisors became a fund behemoth.  (Barron’s)


The case for economic optimism in 2014.  (Econbrowser)

Why is US productivity growth slowing?  (Sober Look)

A look back at the economic week that was.  (Bonddad Blog)

The economic schedule for the coming week.  (Calculated Risk, Turnkey Analyst)

Earlier on Abnormal Returns

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

Top clicks this week on the site.  (Abnormal Returns)

Mixed media

Comparing two visions of the future: The Circle by Dave Eggers and Spike Jonze’s Her.  (A VC)

How Brad Stone’s The Everything Store captures the uncomfortable essence of Bezos and Amazon ($AMZN).  (Adam Lashinsky)

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