Book list: Read these books, including Talent is Overrated by Geoff Colvin, to become a better trader. (Mike Bellafiore)
Quote of the Day
"I’m of the opinion that most investors would be better off making fewer decisions and getting rid of any unnecessary clutter from their portfolios and investment process."
(Ben Carlson)
Markets
- US REITs have been crushing it the past year. (capitalspectator.com)
- It's been a long, long time since a 10% correction in the US stock market. (financecontributors.tumblr.com)
- Why you should care that lumber is weakening. (pensionpartners.com)
- About those negative economic surprises... (disciplinedinvesting.blogspot.com)
Strategy
- If US stocks are overvalued what can you do to protect yourself? (mebfaber.com)
- Don't discount the role of an aging population in the popularity of bonds. (bloomberg.com)
- Why it pays to recheck your assumptions. (adamhgrimes.com)
Companies
- Netflix ($NFLX) is making a huge bet on original programming. (nytimes.com)
- When is Box ($BOX) going to turn a profit? (nytimes.com)
Finance
- There is no shortage of interest in energy bonds. (bloomberg.com)
- The problem with dual-class companies. (ft.com)
- Single purpose hedge funds are all the rage. (wsj.com)
FInancial media
- Wall Street Week is back. What do you think? (wallstreetweek.com)
- Using IBM's ($IBM) Watson to analyze some of your favorite financial bloggers. (wallstreetrant.com)
- A comprehensive list of backtesting tools for quants. (quantpedia.com)
ETFs
- The Carlyle Group ($CG) is shuttering two open-end mutual funds. (reuters.com)
- An update on the Bill Gross exit from Pimco. (ai-cio.com)
Global
Economy
- The Chicago Fed National Activity Index slowed in March. (calculatedriskblog.com)
- Why it is still too early for the Fed to start raising interest rates. (econbrowser.com)
Earlier on Abnormal Returns
- Research links: backtesting blunders. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
