It’s been a while since I linked to my book, which you can get for a lot less than list. So here you go: Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere.
Quote of the Day
"Smart beta is stupid; there's no such thing. It's an idiotic phrase. Quoting Shakespeare, I guess: It's a tale told by an idiot, full of sound and fury, signifying nothing."
(John Bogle)
Commodities
- The "de-financialization" of commodities continues apace. (humblestudentofthemarkets.blogspot.com)
- How to play a bounce in oil. (disciplinedinvesting.blogspot.com)
- Is aluminum is the new copper? (blogs.wsj.com)
Strategy
- MS, " Remaining consistent over many years despite doubts and conflicting feelings, rather than any particular investing style, is what determine success or failure in the markets." (mortalitysucks.wordpress.com)
- The search for yield always comes at a cost. (vanguardblog.com)
Companies
- What next for an Alibaba ($BABA)-free Yahoo ($YHOO)? (businessinsider.com)
- Amazon ($AMZN) is getting into the business of providing work e-mail. (wsj.com)
- The right way to look at Apple ($AAPL) if it were a country. (ftalphaville.ft.com)
- Does Google ($GOOG) need to pull an Apple ($AAPL) and start paying a dividend? (marketwatch.com)
- Overstock ($OSTK) wants to get into the streaming video business. (hollywoodreporter.com)
Finance
- Why don't asset management firms hedge their biggest risk? (mebfaber.com)
- The big banks are edging their way into the peer-to-peer lending space. (ft.com)
- Factor investing is the flavor-of-the-month. (ft.com)
Global
Economy
- Weekly initial unemployment claims continue to trend below 300k. (calculatedriskblog.com)
- A June rate hike is still on the table. (economistsview.typepad.com)
- The market keeps pushing out the date of the first Fed rate hike. (crossingwallstreet.com)
- How income inequality is playing out in the housing market. (wsj.com)
Earlier on Abnormal Returns
- Putting some distance between you and a 60/40 portfolio. (abnormalreturns.com)
- Longform links: how to hire better. (abnormalreturns.com)
- What you may have missed in our Wednesday linkfest. (abnormalreturns.com)
