Check out a review of Nicholas Carlson’s “corporate thriller” Marissa Mayer and the Fight to Save Yahoo!. (FT)
Quote of the Day
"Like an expert fisherman facing an empty lake, hedge fund managers found historically low rewards [in 2014] for their abilities (if any) to outperform indices."
(Sage Um)
Strategy
- On the perils of market timing. (brooklyninvestor.blogspot.com)
- Why future Treasury bond returns are likely to be disappointing. (awealthofcommonsense.com)
- Do's and don'ts for combating portfolio sprawl. (news.morningstar.com)
Companies
- Google ($GOOG) wants to sell you auto insurance. (blogs.wsj.com)
- Biotechs aren't used to price wars. (bloomberg.com)
Apple
- Why people will buy the Apple ($AAPL) Watch. (aboveavalon.com)
- Apple ($AAPL) is planning to take the MacBook Air back to its minimalist roots. (sixcolors.com)
- The Apple ($AAPL) iPhone turns 8 today. (fastcompany.com)
- Be skeptical when some one says Apple ($AAPL) "has to do something." (asymco.com)
Activist investors
- Nelson Peltz is launching a big proxy fight with DuPont ($DD). (dealbook.nytimes.com)
- How well do activist investors understand technology? (pando.com)
Funds
- Why investment managers are so focused on liquid alts. (convergex.com)
- Pimco continues to push into the equity fund business. (wsj.com)
- Investors can't stay away from oil-based ETPs. (ft.com)
Global
- Storing oil once again is a profitable strategy. (ftalphaville.ft.com)
- The Canadian employment scene is holding up. (ftalphaville.ft.com)
Economy
- The December non-farms payroll report showed continued strong jobs growth. (calculatedriskblog.com)
- Still little sign that wages are on the rise. (bonddad.blogspot.com)
- Ten charts from the December NFP report. (blogs.wsj.com)
Earlier on Abnormal Returns
- Podcast links: understanding your audience. (abnormalreturns.com)
- What you may have missed in our Friday linkfest. (abnormalreturns.com)
