Quote of the Day
"Strong future growth doesn’t help if everyone foresees it and prices it in."
(Joshua Brown)
Markets
- Short interest in energy stocks is soaring. (dashofinsight.com)
- Many sectors are still below their 2014 highs. (traderfeed.blogspot.com)
- What happened to the end of the month bias? (sanzprophet.blogspot.com)
Strategy
- The logic behind the outperformance of so-called 'sin stocks.' (wsj.com)
- Barry Ritholtz, "Lots of things in investing can look like a forecast, but really are not." (bloombergview.com)
- Thinking about markets as a gymnasium. (forbes.com)
Apple
- Apple ($AAPL) is reportedly working on an electric car. (wsj.com)
- Apple ($AAPL) is hiring automotive industry experts for its R&D lab. (ft.com)
- Despite the hype Apple ($AAPL) may not be building a full-blown vehicle platform. (techcrunch.com)
- An Apple ($AAPL) Car is not that crazy an idea. (recode.net)
- A cynical theory about the prospects for an Apple ($AAPL) car. (qz.com)
- Apple ($AAPL) Pay continues to gain adherents. (washingtonpost.com)
Finance
- TED, "Among Goldman Sachs’ real clients—hedge funds, large institutional investors, corporations, and private equity firms—I would suggest that the Squid’s slightly salty reputation in society at large may actually act to attract and retain the wholesale business it seeks to conduct." (epicureandealmaker.blogspot.com)
- Some more intel on what Schwab ($SCHW) is up to in the robo-advisor space. (riabiz.com)
- Costco ($COST) was a huge part of American Express' ($AXP) business. (businessinsider.com)
Global
Economy
- What negative interest rates imply for an economy. (marginalrevolution.com)
- A look back at the economic week that was. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you may have missed in our Saturday linkfest. (abnormalreturns.com)
