Book lists: Robert Seawright asked a handful of writers for five books that were important to them including Expected Returns: An Investor’s Guide to Harvesting Market Rewards by Antti Ilmanen. (Above the Market)
Quote of the Day
"The most important part of an investing strategy is your ability to stick with it. A subpar investing strategy that you can stick with and apply consistently will nearly always outperform a brilliant strategy you give up on."
(Morgan Housel)
Markets
- How one hedge fund successfully traded the crude oil bear market. (wsj.com)
- Falling Treasury yields and a headwind for the stock market. (capitalspectator.com)
Muni bonds
- High yield munis are outperforming high yield corporate bonds. (etf.com)
- Then again maybe you should stick with high quality muni bonds. (blogs.barrons.com)
Strategy
- Why bull markets make us all miserable. (thereformedbroker.com)
- How much should you invest in managed futures? (managed-futures-blog.attaincapital.com)
Offers
- April 18th is rapidly approaching. Time to get TurboTax. (amazon.com)
- Want to catch up with "Billions" on Showtime. Sign up for a free trial at Amazon now. (amazon.com)
- The Amazon Fire video streaming device is $15 off. (amazon.com)
Companies
- Facebook ($FB) is pushing Live Video hard. (buzzfeed.com)
- Etsy ($ETSY) had a rough first year after going public. How it hopes to move forward. (qz.com)
- Twitter ($TWTR) is becoming more like a cable company. (washingtonpost.com)
Finance
- Blackrock ($BLK) is beginning to throw its (activist) weight around. (nytimes.com)
- Valuing private equity stakes in energy companies in a fast moving market is tough, very tough. (ftalphaville.ft.com)
Funds
- Why do you have nothing in global bonds? (mebfaber.com)
- Why fund managers focus on pre-tax returns. (etf.com)
- Is a concentrated fund for you? (news.morningstar.com)
- Nobody readers you quarterly letter, just give investors the "damn return numbers." (howardlindzon.com)
Global
- How investors are once again investing in JGBs. (bloomberg.com)
- Why isn't cheap oil driving global economic growth? (ft.com)
Economy
Earlier on Abnormal Returns
- Personal finance link: buy or rent? (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Wrapping up last week's finance blogger wisdom series with some answers of our own. (abnormalreturns.com)
