Book note: A Q&A with Tim Cook by Rick Tetzeli and Brent Schlender, the authors of Becoming Steve Jobs: The Evolution of a Reckless Upstart into a Visionary. (Fast Company)
Quote of the Day
"The underlying takeaway for us, is that participant expectations - as well as most members of the FOMC, have found themselves significantly ahead of reality when it comes to the prospect of rate hikes."
(Erik Swarts)
Markets
- Why investors may be numb to stock market at this point in the cycle. (brianportnoy.tumblr.com)
- A look at global relative strength. (adamhgrimes.com)
Strategy
- The case for less frequent portfolio rebalancing. (econompicdata.blogspot.com)
- What does the 'long run' mean to you? (awealthofcommonsense.com)
- On the similarity between investing and bracketology. (bloombergview.com)
Companies
- At look at Etsy's ($ETSY) S-1. (paulbennetts.postach.io)
- Insiders prefer to own shares in the GP versus the MLP. (sl-advisors.com)
Finance
- Why buy-and-hold bond strategies make more sense: a lack of market makers. (m.pionline.com)
- How effective can trade following apps be for investors? (pointsandfigures.com)
ETFs
- Investors are chasing currency-hedged European ETFs. (wsj.com)
- The case for Vanguard mutual funds over their ETF cousins. (etf.com)
Economy
- The Chicago Fed National Activity Index shrugged in February. (calculatedriskblog.com)
- Why we should expect a longer business cycle than average. (dashofinsight.com)
- Household debt service is plumbing record lows. (calculatedriskblog.com)
- What the Fed was signaling last week. (econbrowser.com)
- How is the Fed going to shrink its balance sheet? (pragcap.com)
Earlier on Abnormal Returns
- Research links: the FOMC effect. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
