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Quote of the Day
"Indexing has become the new stock picking. Instead of picking 25 stocks in an index we now pick baskets of index funds inside a global aggregate."
(Cullen Roche)
Markets
- Signs that market breadth is weakening. (traderfeed.blogspot.com)
- Why its a good thing the market has stopped going straight up. (thereformedbroker.com)
- Robert Shiller is interested in Greek stocks at these valuation levels. (bloomberg.com)
Strategy
- Would Keynes have made it as a money manager today? (awealthofcommonsense.com)
- It's time to re-think small cap strategies. (capitalspectator.com)
- How to buy Bill Ackman at a discount. (blogs.wsj.com)
Apple
- Demand for Apple's ($AAPL) iPhones was "hard to comprehend" in Q1. (wsj.com)
- Apple ($AAPL) had the most profitable quarter of any company in history. (techcrunch.com)
- Apple ($AAPL) is ignoring the law of large numbers. (qz.com)
- Why analysts so often get Apple's ($AAPL) numbers wrong. (stratechery.com)
Companies
- Why Yahoo ($YHOO) is spinning off its Alibaba ($BABA) shares. (bloombergview.com)
- The honeymoon is over for Satya Nadella at Microsoft ($MSFT). (businessinsider.com)
Finance
- Activist investors are one-trick ponies. (wsj.com)
- The best investment banks ranked. (wallstreetoasis.com)
Funds
- Five things learned from the Inside ETFs Conference. (etfdb.com)
- Another example of why it is so difficult to pick active managers that outperform. (advisorperspectives.com)
- A complete list of the 205 ETPs launched in 2014. (investwithanedge.com)
Economy
- Why problems in the oil patch won't tank the economy. (ello.co)
- The US backlog for rail cars is at a record high. (bloomberg.com)
- What a modified Taylor Rule says about the timing of a Fed rate hike. (bloomberg.com)
- Who do families fail to take advantage of mortgage refinancing? (cbsnews.com)
Earlier on Abnormal Returns
- Personal finance links: tax law is never settled. (abnormalreturns.com)
- What you may have missed in our Tuesday linkfest. (abnormalreturns.com)
- Tips on making your savings resolutions stick. (abnormalreturns.com)
