We never had it so good. Nine things Morgan Housel learned from Frederick Lewis Allen’s book The Big Change: America Transforms Itself 1900-1950. (Motley Fool)
Quote of the Day
"Never forget this simple truism: Forecasting is marketing, plain and simple."
(Barry Ritholtz)
Markets
- The market's performance in early January tells us nothing about the rest of the year. (statisticalideas.blogspot.com)
- Forward consensus earnings are falling. (humblestudentofthemarkets.blogspot.ca)
- There isn't much individual investors can learn from the Yale endowment. (news.morningstar.com)
Retail forex
- Currency trading is speculation pure and simple. (blogs.wsj.com)
- The retail forex market is a joke. (kiddynamitesworld.com)
Companies
- How Public Storage ($PSA) became the nation's biggest self-storage provider. (latimes.com)
- Amazon ($AMZN) is getting into the movie business. (variety.com)
- If everyone is cutting the cable why are cable stocks doing so well? (nytimes.com)
Finance
- Why now might be a time to launch a commodities-focused hedge fund. (ft.com)
- The energy lending market is undergoing a thorough re-evaluation. (ft.com)
- Insurance agents are getting squeezed by the rise of the web. (nytimes.com)
Global
- A Chinese crack down on margin debt caused a big fall in the Shanghai exchange. (wsj.com)
- Switzerland and why short-term negative interest rates could become commonplace. (blogs.ft.com)
- Denmark is getting into the negative interest rate game. (bloomberg.com)
- How will European QE work? (blogs.wsj.com)
Economy
- The Fed is more interested in what comes after the first rate hike than its actual timing. (economistsview.typepad.com)
- Why there is still little reason to expect a recession in 2015. (calculatedriskblog.com)
- Falling rates are likely to boost the housing market in 2015. (community.xe.com)
Earlier on Abnormal Returns
- Research links: unpopular stocks. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
