Book review: Dan Lyon’s Disrupted: My Misadventure in the Start-Up Bubble exposes the underbelly of the startup boom. (Marketwatch)
Quote of the Day
"The belief among many managers is that their perspective is unique or contrarian, while everyone else’s is mainstream, seems to be surprisingly common."
(Barry Ritholtz)
Markets
- Emerging markets had a good week, last week. (capitalspectator.com)
- Bank loan ETFs are bouncing back. (etf.com)
Strategy
- Strategies often work until they don't. (gregharris.info)
- Some lessons learned from Stanley Druckenmiller. (marketwisdom.com)
- What is your goal as a trader? (smbtraining.com)
Offers
- Have you checked out "Outlander" yet on Starz? If not sign up for a free trial to Starz on Amazon. (amazon.com)
- Show Mom you care this year. Give her the gift of Amazon Prime. (amazon.com)
Finance
- The top 10 trends in fintech. (futuresmag.com)
- Investors are getting more skeptical about stock-based compensation at Internet companies. (nytimes.com)
Amazon
- Amazon ($AMZN) is going to offer a video-streaming only option. (wsj.com)
- Amazon ($AMZN) is going the unbundling route. (avc.com)
- If you had to choose one streaming service would you pick Netflix ($NFLX) or Amazon ($AMZN) Prime? (kottke.org)
- You can sign up for Amazon Prime here. (amzn.to)
Quant funds
- A hedge fund, Numerai, is allowing quants to submit trading models. (next.ft.com)
- Hedge fund giant AHL is betting big on machine learning. (ft.com)
Funds
Global
Economy
- Home builders are still pretty confident. (calculatedriskblog.com)
- Why you shouldn't expect household debt to increase any time soon. (bonddad.blogspot.com)
- 2016 hotel occupancy is trending at near record levels. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: mature markets. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
