Book recommendation: Alving Roth’s Who Gets What and Why: The Hidden World of Matchmaking and Market Design is “an excellent addition to the pantheon of popular economics books.” (Marginal Revolution)
Quote of the Day
"Alternative investments make much sense in theory, but the practice is wanting."
(John Rekenthaler)
Markets
- Why neutral sentiment should be viewed as fear. (joefahmy.com)
- These are the 18 most-hated stocks on Wall Street. (marketwatch.com)
- How much do markets really care about Greece? (dashofinsight.com)
Strategy
- On the strength of the momentum effect. (dualmomentum.net)
- An overview of the REIT scene. (wsj.com)
- Ben Carlson, "Investors assume they need to do extraordinary things to succeed, but they do so at the expense of the ordinary things which are so important, yet often over-looked." (awealthofcommonsense.com)
- Even VCs are interested in the Fed's next move. (avc.com)
Companies
Finance
- On the sad state of the financial web. (fundreference.com)
- Not every 'Tiger Cub' hedge fund is a success. (cnbc.com)
- Why don't analysts ever drop their commodity price forecasts? (pieria.co.uk)
ETFs
- One downside of bond ETFs: wide bid/ask spreads. (online.barrons.com)
- Would you invest in a S&P 500 Bond Index? (blogs.wsj.com)
- HFT accounts for 70% of ETF trading. (blogs.barrons.com)
Economy
- What CEOs said about the economy this week. (skrisiloff.tumblr.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you may have missed in our Saturday links. (abnormalreturns.com)
- You can’t save every investor, but you can at least try. (abnormalreturns.com)
- Catching up on some of our semi-original posts. (abnormalreturns.com)
