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Quote of the Day
"A good healthy chunk of modern financial engineering has been about taking risky complicated differentiated asset classes and wrapping them in a promise of safety and fungibility. Because that seems to be what the people want."
(Matt Levine)
Markets
- US dollar sentiment is elevated to say the least. (howardlindzon.com)
- The 30-year Treasury bond has never had a better start to the year. (bloombergview.com)
Trading
- Successful investors own their mistakes. (fool.com)
- Trading is a business: three questions to ask before you get started. (traderfeed.blogspot.com)
- Why running a trading desk is so hard. (smbtraining.com)
Strategy
- The dangers of being a megacap. (marketwatch.com)
- How to trade a spin-off: the case of Babcosk & Wilcox ($BWC). (greenbackd.com)
- A look at the special situation that is Green Brick Partners, Inc. ($GRBK). (brooklyninvestor.blogspot.com)
Companies
- Led by 'Frozen', Disney ($DIS) is crushing it. (ft.com)
- Can Twitter ($TWTR) convince Wall Street it knows what it is doing? (recode.net)
- Amazon ($AMZN) is gaining footholds on college campuses. (techcrunch.com)
Finance
- Activist investors targeted a record number of companies in 2014. (fortune.com)
- Take a pass on overly complex so-called 'e-bonds.' (thealephblog.tumblr.com)
Economy
- 14 charts worth your time. (blogs.cfainstitute.org)
- The ISM non-manufacturing report for January shows continued growth. (calculatedriskblog.com)
- Is the Fed too optimistic about the economy? (cbsnews.com)
Earlier on Abnormal Returns
- Personal finance links: a focus on family finances. (abnormalreturns.com)
- What you may have missed in our Tuesday linkfest. (abnormalreturns.com)
