Book note: Some book recommendations from The Brooklyn Investor including Marissa Mayer and the Fight to Save Yahoo! by Nicholas Carlson. (The Brooklyn Investor)
Quote of the Day
"The bottom line is that it can be wrong to assume it'll be easy and painless to get out of your holdings, and especially to exit a position after its price has begun to drop."
(Howard Marks)
Markets
- Why interest rates can stay low for awhile. (bloombergview.com)
- New eras are few and far between: the case of biotech stocks. (blogs.wsj.com)
Strategy
- How to deal with an era of low capital market returns. (blogs.wsj.com)
- How to put cash to work in a market downdraft. (wsj.com)
Trading
- How when will you know when you are wrong? (adamhgrimes.com)
- Happier investors make more money. (stockcharts.com)
- Why great traders are motivated by more than money. (adamhgrimes.com)
Companies
- Kraft ($KRFT) shareholders will have little say in the company going forward. (nytimes.com)
- Why Berkshire Hathaway ($BRKB) can do Kraft-like deals. (bondvigilantes.com)
Finance
- Chicago's finances are a bloody mess. (medium.com)
- Hedge funds are sick and tired of being called 'hedge funds.' (wsj.com)
- Another silly analyst question: the Align Technologies ($ALGN) edition. (jeffmatthewsisnotmakingthisup.blogspot.com)
Funds
- Index fund investors seem to behave better. (blogs.wsj.com)
- A closer look at the new iShares Exponential Tech ETF ($XT). (etf.com)
Economy
Earlier on Abnormal Returns
- Podcast links: putting the odds in your favor. (abnormalreturns.com)
- What you may have missed in our Thursday linkfest. (abnormalreturns.com)
