Book Q&A: Jacquie McNish and Sean Silcoff discuss: Losing the Signal: The Untold Story Behind the Extraordinary Rise and Spectacular Fall of BlackBerry. (Bits)
Quote of the Day
"My advice has been constant -- avoid those who are self-confident of view and who provide ready explanations to daily market moves."
(Doug Kass)
Markets
- 10 bearish charts and 1 bullish chart. (mebfaber.com)
- Dividend stocks are getting hurt in anticipation of higher rates. (wsj.com)
- Behold the bull market in dividends. (crossingwallstreet.com)
- Commodities are still in a bear market. (shortsideoflong.com)
China
- Why the Chinese government is hyping the stock market. (qz.com)
- Where the froth is in Chinese stocks. (blogs.wsj.com)
- Chinese stocks are priced for a a boom. (newyorker.com)
Strategy
- How to deal with overvalued markets. (awealthofcommonsense.com)
- Advice for young traders (frankzorrilla.tumblr.com)
- On the tax drag of MLP funds. (sl-advisors.com)
Companies
Finance
- The financial world is getting unbundled. (techcrunch.com)
- Millennials don't have much time for banks. (techcrunch.com)
- How sentiment analysis works. (buzzfeed.com)
Funds
- Why are there so few female fund managers? (news.morningstar.com)
- What is, and what isn't, smart beta? (etf.com)
Global
Economy
- The May ISM manufacturing index is solidly above 50. (bonddad.blogspot.com)
- Real hourly wages are finally on the rise. (vox.com)
- Home ownership is no longer the lynchpin of the US economy. (qz.com)
- How's Stanley Fischer doing on his first year on the Fed? (bloomberg.com)
- Why hasn't macroeconomic policy making gotten a fundamental makeover? (blogs.ft.com)
- 2015 is set to be a great year for hotels. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: dating mining bias. (etf.com)
- What books Abnormal Returns readers purchased in May 2015. (abnormalreturns.com)
- Top clicks this week on the site. (abnormalreturns.com)
- What you might have missed in our Saturday linkfest. (abnormalreturns.com)
