Book review: Jordan Ellenberg’s book How Not to Be Wrong: The Power of Mathematical Thinking is for the “numerate and liberal.” (Reading the Markets)
Quote of the Day
"The trader who wants to develop embraces uncertainty, doubt, and fear. Growth comes from mastering those, not erasing them."
(Brett Steenbarger)
Chart of the Day
“For the first time ever, time spent inside mobile applications by the average US consumer has exceeded that of TV.”
Markets
- QE is not a guarantee of a rising stock market. (shortsideoflong.com)
- Why a one-size-fits-all market hedge doesn't work. (statisticalideas.blogspot.com)
- Why MLPs look attractive in the current environment. (sl-advisors.com)
- Why this market is more like 1998 than 2008. (pragcap.com)
Strategy
- How to deal with a stock undergoing a "slow bleed." (traderfeed.blogspot.com)
- Jason Zweig, "For most investors, the risks of direct lending probably outweigh the rewards." (wsj.com)
Companies
- Why employees are leaving Twitter ($TWTR) left and right. (techcrunch.com)
- Benedict Evans, "Does Twitter need better execution or a new approach?" (ben-evans.com)
- Is Apple ($AAPL) finally serious about TV. (slate.com)
- Why getting the rights to shows for a company like Apple ($AAPL) is so complicated. (bits.blogs.nytimes.com)
Finance
- Analysts better get quickly get comfortable dealing with big data. (dealbreaker.com)
- Dick Grasso, "A fast market is not necessarily a fair market..." (wsj.com)
- Can any other asset manager catch up to Blackrock ($BLK)? (ft.com)
Funds
- Three important questions to ask about an ETF. (blogs.wsj.com)
- Some target-date fund managers are embracing alternative assets. (wsj.com)
- Are ETFs an appropriate structure for high yield bonds? (ft.com)
- ETF statistics for August 2015. (investwithanedge.com)
- Some startups are trying to democratize access to hedge funds. (barrons.com)
Economy
- In regard to the Fed, are we focusing on the wrong end of the yield curve? (dashofinsight.com)
- A succinct summary of the economic week. (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 linkfest. (abnormalreturns.com)
