On the bookshelf:  @M_C_Klein – “Read @kevinroose‘s “Young Money” over the weekend. It was excellent. College career centers should stock up.”

Quote of the day

Barry Ritholtz, “Ideology remains an awfully expensive indulgence. If you feel compelled to waste vast amounts of money, consider instead collectible cars, vintage watches and vacation properties. Your heirs will thank you.”  (Bloomberg)

Chart of the day


Signs of a commodities price breakout.  (Andrew Thasher, Short Side of Long)


How 2014’s market differs from 2013.  (Michael Santoli)

Scared markets are bad markets.”  (Crossing Wall Street)

How are Q1 earnings so far?  (TRB, WSJ)

Are higher gasoline prices on the way?  (Bespoke)


Anecdotal signs of a market bubble.  (Jason Voss)

Why the negativity bias hurts investors.  (Pragmatic Capitalism)

Why myRA is an attractive proposition.  (Rekenthaler Report)

Why mutual funds beat myRA.  (Chuck Jaffe)


Brands are having a harder time holding sway over us.  (James Surowiecki)

The value proposition in Blue Nile ($NILE) stock.  (Bronte Capital)

How Amazon Prime is driving up shipping costs.  (Minyanville)

Twitter ($TWTR) has a engagement problem.  (WSJ)

A look at the booming biotech sector.  (FT, FT Alphaville)

Carl Icahn is done pushing Apple ($AAPL) around.  (Slate)


Stealth IPOs‘ are the new norm for tech startups.  (Dealbook)

Will M&A ever return to it’s former glory?  (FT)

Formerly bank-owned private equity shops are thriving.  (WSJ)

How do firms selling gold get away with this?  (The Reformed Broker)


Not all emerging markets are created equal.  (beyondbrics, YCharts Blog)

In what fund category does it pay to be an active manager?  (Morningstar)

Nuveen Investments is posting losses.  (Crain’s Chicago)


Italy is the sick man of Europe.  (Business Insider)

What the Sochi Olympics tell us about modern Russia.  (James Surowiecki)


The great baby boomer labor drain is on.  (Bloomberg)

Why do booms feel so good?  (EconLog)

Get your PhD and then get out of academia.  (Quartz)

Earlier on Abnormal Returns

Compounding blog experiences.  (Abnormal Returns)

What you missed in our Sunday linkfest.  (Abnormal Returns)

Mixed media

The tablet is over. No it isn’t.  (Re/code, GigaOM)

Wickr wants to be SnapChat for grownups.  (Business Insider)

Megan McArdle’s The Up Side of Down: Why Failing Well is the Key to Success is “brimming with sound guidance.” (Failure Magazine)

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