Quote of the Day
"The nature of financial markets today is vastly different from that in the past. Rather than reflecting the collective decisions of people, they belie the behaviour of complex webs of technologies and their interactions with humans."
(Mark Buchanan)
Markets
- What low interest rates mean for the stock market. (awealthofcommonsense.com)
- Commodities are getting de-correlated. (ft.com)
- Robert Shiller says tamp down on your market expectations. (finance.yahoo.com)
Strategy
- There is always a reason to be in cash. (theirrelevantinvestor.tumblr.com)
- Where managed futures compare to the 60/40 portfolio. (managed-futures-blog.attaincapital.com)
- What matters more: moat or management? (valuewalk.com)
Companies
- Investors are not all that impressed with Yahoo's ($YHOO) spin-off plan. (dealbook.nytimes.com)
- Apple ($AAPL) is downplaying its hardware roots. (aboveavalon.com)
- Is Google ($GOOG) making the web dumber? (sethgodin.typepad.com)
Finance
- Europe is awash in IPOs. (wsj.com)
- Distressed investors are raising funds to invest in the oil and gas sector. (wsj.com)
- Why VCs are pouring money into robo-advisor startups. (wsj.com)
ETFs
- The ETF Deathwatch for February 2015. (investwithanedge.com)
- A Q&A with the manager of the Validea Market Legends ETF ($VALX). (etf.com)
Economy
Earlier on Abnormal Returns
- Podcast links: what makes for an ideal entrepreneur. (abnormalreturns.com)
- What you may have missed in our Thursday linkfest. (abnormalreturns.com)
