Book review: Bill Browder’s Red Notice: A True Story of High Finance, Murder, and One Man’s Fight for Justice is “ripping, chilling, and moving.” (Reading the Markets)
Quote of the Day
"There is decidedly less market skill on display in the markets than poker skill at major tournaments."
(Robert Seawright)
Strategy
- Exploring social media analytics. (behavioralquant.com)
- Are unconstrained bond funds worth the higher cost? (blogs.wsj.com)
Companies
- The success of the Apple ($AAPL) Watch has been years in the making. (aboveavalon.com)
- A look inside the conflicted relationship between Google ($GOOG) and Uber. (nytimes.com)
- Frontier Communications ($FTR) is betting on landlines. (wsj.com)
Turnarounds
- Turnarounds are difficult: the case of Jones Soda ($JSDA). (blog.stonestreetadvisors.com)
- RIP, Radio Shack. (wsj.com)
Finance
- Some small banks are hooking up with Lending Club ($LC) to kickstart their consumer lending volumes. (wsj.com)
- Berkshire Hathaway ($BRKA) analysts would like to see more disclosure from the company. (ft.com)
- Why do investors keep shoveling money into hedge funds? (wsj.com)
ETFs
- News flash: factor investing involves risk. (awealthofcommonsense.com)
- The definitive guide to 2015 ETF taxation. (etf.com)
- A look at three lesser known emerging market equity ETFs. (etf.com)
- ETF statistics for January 2015. (investwithanedge.com)
Economy
- The state of the US economy: the facts. (thereformedbroker.com)
- The "misery index" is at an eight year low. (pragcap.com)
- The US economy is nearing escape velocity. (macrofugue.com)
- The prime working age population is growing again. (calculatedriskblog.com)
- A tightening labor market has yet to push wages much higher. (capitalspectator.com)
- Five graphs to (keep) watching in 2015. (bonddad.blogspot.com)
Earlier on Abnormal Returns
- Research links: DCF myths. (abnormalreturns.com)
- Top clicks this past week on the site. (abnormalreturns.com)
- What you may have missed in our Saturday links. (abnormalreturns.com)
