Check out a review of Alex Shahidi’s Balanced Asset Allocation: How to Profit in Any Economic Climate. (Reading the Markets)
Quote of the Day
"The stock market is no easier to beat today than it’s ever been. If anything, it may be more difficult."
(Mark Hulbert)
Chart of the Day
Falling oil prices are boosting transportation earnings estimates.
Markets
- Market corrections should never be a surprise. (thereformedbroker.com)
- Most global stock markets are still oversold. (bespokeinvest.com)
- The risk-reward opportunity in REITs. (allstarcharts.com)
Strategy
- The allocations in a four fund (ETF) global financial asset portfolio. (pragcap.com)
- Don't get attached to "silly market milestones." (gestaltu.com)
- Why it is so easy to blame others for your losses. (kiddynamitesworld.com)
Companies
- Why firing Twitter ($TWTR) CEO Dick Costolo would be a huge mistake. (calacanis.com)
- Starboard Value wants Yahoo ($YHOO) to merge with AOL ($AOL). (fortune.com)
- Few startups want to take on Amazon ($AMZN) directly. Jet.com doesn't care. (businessweek.com)
- Google's ($GOOG) share of the US search market is falling. (qz.com)
- The large Apple ($AAPL) iPhone 6s are a "game changer." (aboveavalon.com)
- Netflix ($NFLX) has no plans to release audience data. (businessinsider.com)
Finance
- Recent IPOs are dependent on "customized earnings measures." (wsj.com)
- Who does private equity giant 3G have in its sights? (wsj.com)
Funds
- Bill Gross is a big investor in his own fund, the Janus Global Unconstrained Bond Fund. (wsj.com)
- One reason why the fees on actively managed mutual funds are so high: gatekeepers. (awealthofcommonsense.com)
- The SPDR Gold Trust ($GLD) is no longer in the top ten by assets. (etf.com)
Economy
- Weekly initial unemployment claims continue to trend below 300,000. (calculatedriskblog.com)
- How concerning is the flattening yield curve? (econbrowser.com)
Earlier on Abnormal Returns
- Longform links: on the cure for adolescence. (abnormalreturns.com)
- Why the pursuit of the perfect investment often leads to disappointment. (abnormalreturns.com)
- What you may have missed in our Wednesday linkfest. (abnormalreturns.com)
