Book contest: March Madness is finally here! Sign-up for Abnormal Brackets: 2015 edition where the best bracketologist can win a scad of books. Thursday will be here before you know it.
Quote of the Day
"My feeling about the factors is that they’re much less dependable than one should believe from the past empirical work. And the past is not always prologue."
(Burton Malkiel)
Markets
- How stocks perform before, during and after recessions. (awealthofcommonsense.com)
- Introducing the Total Return EPS Index. (philosophicaleconomics.com)
Trading
- Why resilience is so important for successful traders. (forbes.com)
- How to trade with a full-time job. (theturtlefollower.com)
- Discipline is enough. Why traders need to cultivate their creativity. (traderfeed.blogspot.com)
- On the value of a having a diversity of opinions when trading. (mikebellafiore.tumblr.com)
Finance
- Many bankers are desperate to leave their jobs for positions in startups. (bloomberg.com)
- Bond fund managers are stress testing their portfolios in anticipation of a Fed rate hike. (ft.com)
- There is no shortage of demand for subprime auto loan bundles. (nytimes.com)
ETFs
- On the rise of smart beta ETFs. (bloomberg.com)
- Jack Bogle is still speaking ill of ETFs. (ft.com)
- Your mutual fund (still) sucks. (pragcap.com)
Global
- We are talking about zero interest rates all wrong. (washingtonpost.com)
- Is China growing slower than thought? (soberlook.com)
Economy
- Active rig count is in free fall in the US. (econbrowser.com)
- The Fed is inching towards policy normalization. (economistsview.typepad.com)
Earlier on Abnormal Returns
- Abnormal Brackets: 2015 edition. Sign up and win cool stuff. (abnormalreturns.com)
- Research links: how markets react to earnings misses. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
