Book review: Dan Lyon’s Disrupted: My Misadventure in the Start-Up Bubble
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exposes the underbelly of the startup boom. (Marketwatch
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)
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)
