Book notes: Lessons learned from 101 Things I Learned in Business School by Matthew Frederick and Michael Preis. (Farnam Street)
Quote of the Day
"Of course, like "recession" or "first marriage," a "bull market" is only declared and dated in retrospect."
(Michael Santoli)
Markets
- Last week was a 'risk on' week for the markets. (capitalspectator.com)
- The Nasdaq is overbought. (quantifiableedges.com)
- Junk bond indices are getting junkier. (bloomberg.com)
Strategy
- Why bottom fishing is so difficult. (awealthofcommonsense.com)
- Investors are way too obsessed with dividends. (thereformedbroker.com)
Offers
- For a limited time you can get a Kindle of Kindle Paperwhite for $20 off. (amzn.to)
- Try Audible.com and Get Two Free Audiobooks including "When Breath Becomes Air." (amazon.com)
- You can join Kindle Unlimited for a 30-day trial and read to your heart's content. (amazon.com)
Companies
- CEOs just can't quit private jets. (ig.ft.com)
- Insiders have been buying MLPs of late. (sl-advisors.com)
Finance
- The total addressable market for fintech is smaller than you think. (thereformedbroker.com)
- Why Wall Street is so interested in blockchain technology. (businessinsider.com)
- The value of working some place like Goldman Sachs ($GS). (stumblingandmumbling.typepad.com)
Hedge funds
- Measuring the performance of hedge fund managers by dollars earned for clients. (next.ft.com)
- Female-run hedge funds have trouble raising capital. (wsj.com)
- Activism is becoming a mainstream tactic for hedge funds. (fortune.com)
Economy
- Is US inflation finally on the rise? (blogs.ft.com)
- Term spreads continue to shrink. (econbrowser.com)
- 4 out of 5 employment indicators are slowing. (bonddad.blogspot.com)
- The Fed is on the sidelines for now. (economistsview.typepad.com)
Earlier on Abnormal Returns
- Research links: the ultimate safe asset. (abnormalreturns.com)
- Abnormal Returns was mentioned among the top 20 blogs for investors. (thecollegeinvestor.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
