Book note: Spring Chicken: Stay Young Forever (or Die Trying) by Bill Gifford is a “informative and entertaining” (Marginal Revolution)
Quote of the Day
"Our brains are always trying to trick us, so we need to make a conscious effort to distract the brain and force it to engage in rational analysis instead of impulsive emotional behavior."
(Gatis Roze)
Chart of the Day
The spread between US and German sovereign yields keeps growing.
Markets
- Americans are once again embracing stocks in their 401(k) plans. (jlfmi.tumblr.com)
- And they are buying European stocks. (macro-man.blogspot.com)
Strategy
- Why your behavior during bear markets matters so much. (awealthofcommonsense.com)
- Does price/book still work? (millennialinvest.com)
- The downside to keeping cash in a robo-advisor portfolio. (etf.com)
Companies
- Why is core Yahoo ($YHOO) still so cheap? (marketwatch.com)
- On the Apple ($AAPL) Macbook paradox. (aboveavalon.com)
Finance
- Client-friendly is often in the eye of the beholder, or blogger. (iheartwallstreet.com)
- Why more companies should be public. (fusion.net)
- Norway's sovereign wealth fund wants to be able to nominate directors for companies. (ft.com)
ETFs
Global
- What companies said about the global economy this week. (avondaleam.com)
- Why undoing QE is so difficult. (nihoncassandra.blogspot.com)
Economy
- Does the Fed care about the US dollar? (economistsview.typepad.com)
- Are we on the cusp of a capex boom? (ritholtz.com)
- What are we to make of slowing rail traffic? (valueplays.net)
- Hotels are off to a good start in 2015. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: the science of bubbles. (abnormalreturns.com)
- What you may have missed in our Thursday linkfest. (abnormalreturns.com)
- Rounding up recent book notes, reviews and releases previously on AR. (abnormalreturns.com)
