Book review: What Cracking the Emerging Markets Enigma by G. Andrew Karolyi gets right about this wide swath of the world. (FT Alphaville)
Quote of the Day
"Poor decisions eat time. They come back to haunt you. They create issue after issue. They feed into the perpetual motion machine of busyness."
(Shane Parrish)
Chart of the Day
Intermediate term sentiment measures are showing an oversold situation.
Markets
- What stocks the "ultimate stock-pickers" are buying at present. (news.morningstar.com)
- Investors are historically bearish on emerging markets. (blogs.wsj.com)
Strategy
- Shorting fixed income is not simply the inverse of going long. (blog.thinknewfound.com)
- Should you own foreign stocks? (rickferri.com)
Offers
- Like stocks? Like startups? Then the 4th annual Stocktoberfest, October 18-20th, 2015 in sunny Coronado, California is for you. There are still some Early Bird Tickets available. Don't miss out! (stocktoberfest.co)
- Haven't read it yet? The Abnormal Returns book is available at a deep discount. (amzn.to)
Technology
- Why Comcast ($CMCSK) is launching its own YouTube competitor. (blogs.wsj.com)
- Old Macs keep on trucking. (macworld.com)
- The 25 most popular mobile apps in America. (qz.com)
Hedge funds
- Don't be so quick to bad mouth hedge funds. (pragcap.com)
- When are hedge funds worth the fees? (blogs.cfainstitute.org)
Economy
- US policy makers lack the tools to combat the next recession/crisis. (wsj.com)
- Inflation expectations have been falling all summer. (capitalspectator.com)
- How falling productivity may affect Fed thinking. (economistsview.typepad.com)
- Hard to see the US economy reverse while housing is still expanding. (valueplays.net)
Earlier on Abnormal Returns
- Startup links: great companies. (abnormalreturns.com)
- What you may have missed in our Monday linkfest. (abnormalreturns.com)
