Book notes: Marie Kondo’s The Life-Changing Magic of Tidying has been “rocking my world for the past few weeks.” (Tim Harford)
Quote of the Day
"But here’s my unofficial definition for tracking error: It’s the empty feeling in your gut screaming that you missed out on something which was yours to be had."
(Tim Maurer)
Chart of the Day
The agony and ecstasy of being a trend follower: the case of the PowerShares DB Multi-Sector Commodity Trust Energy ETF ($DBE). (Meb Faber Research)
Markets
- The case for TIPS: 2% inflation priced in for decades. (wsj.com)
- Reading the message of the bond markets. (dashofinsight.com)
- The message of the global markets is...deflation. (traderfeed.blogspot.com)
Strategy
- Just because interest rates are low doesn't mean they have ot go up. (brooklyninvestor.blogspot.com)
- Prominent investors mention their biggest mistakes. (beyondproxy.com)
- Some advice on how to become a research analyst. (cfainstitute.tumblr.com)
Apple
Funds
- Sarah Max, "Dodge & Cox funds are sold in the equivalent of frustration-free packaging." (online.barrons.com)
- ETF statistics for December 2014 including crossing the $2 trillion mark. (investwithanedge.com)
- A closer look at the ALPS Equal Sector Weight ($EQL). (etftrends.com)
Economy
- Signs of deflation are popping up in the US economy. (soberlook.com)
- Why wage growth is an important factor for what the Fed does in 2015. (economistsview.typepad.com)
- Why it will take further drops in unemployment to get inflation going. (calculatedriskblog.com)
- The American economy is facing a looming dearth of blue collar workers. (csen.tumblr.com)
- A look back at the economic week that was. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you may have missed in our Saturday linkfest. (abnormalreturns.com)
