Book review: David Schawel thinks The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches by Larry Swedroe and Andrew Berkin by is a “thought provoking read.” (Economic Musings)
Quote of the Day
"Technology has been factored into almost all industries and because the world is socially and mobile connected. The one that lags behind the most is Wall Street."
(Howard Lindzon)
Markets
- Many valuation metrics are veiled earnings forecasts. (bloombergview.com)
- A Chinese stock market rally was not all that difficult to see. (thereformedbroker.com)
- Small cap volatility is plumbing historic lows. (jlfmi.tumblr.com)
- Notes from the 2015 London Value Investor Conference. (marketfolly.com)
Strategy
- The only way to face rising interest rates is with a globally diversified portfolio. (fortune.com)
- Why people make outrageous (market) predictions. (ivanhoff.com)
- Avoid offers from investment types for stuff that is "free." (alephblog.com)
Companies
- Charter ($CHTR) to acquire Time Warner Cable ($TWC). (nytimes.com)
- Why the Jony Ive news from Apple ($AAPL) matters. (stratechery.com)
Finance
Funds
Eariler on Abnormal Returns
- Startup links: 7 lessons learned from an investment postmortem. (abnormalreturns.com)
- What you may have missed in our Monday linkfest. (abnormalreturns.com)
