Quote of the day

Morgan Housel, “Shallow risk should be looked at as little more than an annoyance. Almost everything the media calls a perfect storm is really just standard shallow risk.”  (Motley Fool)

Chart of the day

Microsoft ($MSFT) stock is up some $20 since Steve Ballmer announced his retirement.  (Syncubate)

Strategy

A fireside chart with Charlie Munger.  (MoneyBeat)

Why market dips have been so shallow of late.  (A Dash of Insight)

How to scale your equity exposure.  (A Wealth of Common Sense)

Why managed futures aren’t getting the job done.  (InvestmentNews)

Trading

Three reasons why traders fail to follow through on their trading plans.  (TraderFeed)

How to recognize if your trading is “on tilt.”  (See It Market)

21 crowdsourced trading rules.  (StockCharts Blog)

Companies

Why is Microsoft ($MSFT) paying $2.5 billion for the maker of Minecraft?  (Recode)

You really need to read the Starboard Value presentation on the mess that is Olive Garden.  (Business Insider)

“(B)uy-backs have a flaw: they can create perverse incentives to pay out too much cash, damaging firms’ balance-sheets and their ability to invest.”  (Economist)

Economy

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)

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

Mixed media

Despite the high costs Germany has embraced the transition to renewable energy.  (NYTimes)

Cities are recognizing the value of their riverfronts.  (New Geography)

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