Book review: Billion Dollar Ball: A Journey Through the Big-Money Culture of College Football by Gilbert M. Gaul is “meticulously researched and wickedly well-written volume.” (FT)
Quote of the Day
"The worst thing you can do is style hop, but we always do it because stupid evolution made us impatient performance chasers."
(Patrick O'Shaughnessy)
Chart of the Day
Recent weakness in financial market conditions could give the Fed a reason to not raise rates.
Strategy
- Four reasons why you should stop comparing everything to the S&P 500. (bloombergview.com)
- Why morning is the worst time to trade stocks. (wsj.com)
- Focus on the probabilities, because you are not an "insider." (howardlindzon.com)
- One upside from managed futures: consistency. (managed-futures-blog.attaincapital.com)
- The ultimate stock pickers top 10 dividend stocks. (news.morningstar.com)
Offers
- ETFreplay.com is offering a special subscription deal for Abnormal Return readers. (goo.gl)
- Time is running out to book a hotel room for the 4th annual Stocktoberfest. Don't miss out! (stocktoberfest.co)
- You can still get the newly released "DIY Financial Advisor" by Wes Gray, Jack Vogel and David Foulke on discount at Amazon. (amazon.com)
Companies
Finance
- 10 questions for a big pension fund manager. (bloombergview.com)
- A day of reckoning is coming for the US oil patch (and its lenders). (wsj.com)
- The Feds left a four-day window for corporate insiders to trade on forthcoming news. (washingtonpost.com)
- Activist investors are plying their trade overseas. (businessinsider.com)
Funds
- Low cost active mutual funds do just fine compared to passive funds. (news.morningstar.com)
- Traditional fund managers are buying up smart-beta capable firms. (thinkadvisor.com)
Economy
- August retail sales were OK. (calculatedriskblog.com)
- US inflation expectations are sitting at multi-year lows. (blog.gavekalcapital.com)
- The Fed has constantly underestimated how much support the US economy has needed. (washingtonpost.com)
- The consensus is no Fed rate hike this week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Startup links: $1 billion is just a number. (abnormalreturns.com)
- What you may have missed in our Monday linkfest. (abnormalreturns.com)
- A special offer for Abnormal Returns readers from ETFreplay.com. (abnormalreturns.com)
