Book review: Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad by Adam Butler, Michael Philbrick and Rodrigo Gordillo is an “essential read” for longer term investors. (CSSA)
Quote of the Day
"Twitter is where people who have something to say go to say it. And right now we are witnessing Twitter being used for what is arguably the biggest thing out there."
(Fred Wilson)
Markets
- Major asset class returns for February. (capitalspectator.com)
- Gold tells us nothing about the movement of stocks. (theirrelevantinvestor.com)
- What the ultimate stock pickers are buying and selling. (news.morningstar.com)
Strategy
- Now is the time to look overseas. (charliebilello.tumblr.com)
- Warren Buffett's recent performance is a more meaningful target. (marketwatch.com)
- How to avoid disastrous stock declines like Valeant ($VRX). (financetrends.blogspot.com)
- Are chart patterns just an illusion? (psyfitec.com)
Offers
- Try Audible.com and Get Two Free Audiobooks including "When Breath Becomes Air." (amazon.com)
- You can join Kindle Unlimited for a 30-day trial and read to your heart's content. (amazon.com)
- The gadget reviewers are crazy for the new Eero home wi-fi solution. Buy it here: (amzn.to)
Companies
Finance
- Who is going to buy the LSE? (bloomberg.com)
- The volume in options on futures is increasingly nicely. (next.ft.com)
Funds
- Why endowment funds are unlikely to switch to a simple portfolio strategy. (awealthofcommonsense.com)
- Hedge fund investors can be as fickle as mutual fund investors. (bloomberg.com)
- More fee cuts on the Vanguard ETF front. (blogs.barrons.com)
- The smart beta fee war is here. (blogs.barrons.com)
Economy
- The February ISM manufacturing report showed a modest bounce. (calculatedriskblog.com)
- What CEOs said about the economy last week. (blogs.cfainstitute.org)
- Negative interest rates are now a permanent part of the central banker toolkit. (economistsview.typepad.com)
- The case for increased infrastructure spending. (cbsnews.com)
Earlier on Abnormal Returns
- Startup links: shipping early. (abnormalreturns.com)
- What books Abnormal Returns readers purchased in February 2016 including "When Breath Becomes Air" by Paul Kalanithi. (abnormalreturns.com)
- What you may have missed in our Monday linkfest. (abnormalreturns.com)
