Holiday book alert: A Short Guide to a Long Life by David B. Agus, MD was one of twenty books on this Fortune list of the best books of 2014.
Quote of the Day
(S)tandard economics is as much of a world wide belief system as established religion used to be.
(Tim Richards)
Chart of the Day
These big five technology stocks have been spending like crazy.
Strategy
- Michael Batnick, "You can lead an investor to a winning strategy, but you can’t make them stick with it when the going gets tough." (theirrelevantinvestor.tumblr.com)
- Why small, deliberate steps beat wholesale portfolio shifts. (wsj.com)
- Do you have what it takes to make a bet on energy (or any other sector for that matter)? (obliviousinvestor.com)
- Your reaction to last week's action tells us a lot about your strategy. (dashofinsight.com)
- Can you invest without knowing the companies in your portfolio? (greenbackd.com)
- Three questions to ask yourself about risk. (wsj.com)
Profiles
Uber
- Why hedge funds are using Taxi Medallion Financial ($TAXI) to bet on Uber. (washingtonpost.com)
- Why surge pricing rubs so many the wrong way. (hbr.org)
Funds
- 2014 was a year to shine for trend following funds. (ft.com)
- Actively managed mutual funds are having a god awful year. (businessinsider.com)
Gender
- Annie Lowery, "Why might companies gravitate toward female executives during times of turbulence and distress?" (nymag.com)
- A class on female entrepreneurship is super popular at the Stanford Graduate School of Business. (fortune.com)
Global
Economy
- Companies built on cheap recession-era labor may soon be in for a surprise. (csen.tumblr.com)
- Why lower gasoline prices won't lead to a full-scale gas-guzzler sales boom. (slate.com)
- A succinct summary of what down this week. (ritholtz.com)
- The economic schedule for the coming holiday-shortened week. (calculatedriskblog.com)
