Book review: Disrupted: My Misadventure in the Startup Bubble by Dan Lyons is “laugh-out-loud good.” (Jeff Matthews)
Quote of the Day
"What’s clear is that manager performance is quite cyclical. Put differently, just as value and growth stocks go in and out of favor, so too does active management. And just like value and growth, the duration of these fertile and fallow periods can be quite extended."
(Jonathan Golub)
Markets
- Hedge funds are positioning for a rebound in emerging markets. (thereformedbroker.com)
- These Chinese stocks have been on a tear of late. (ivanhoff.com)
- The S&P 500 and emerging market still seem to move out of synch. (awealthofcommonsense.com)
Strategy
- Why allocators start with performance first. (researchpuzzle.com)
- Eddy's highlights from this year's blogger wisdom series. (crossingwallstreet.com)
Offers
- The much-talked about Amazon Echo is currently 15% off. (amazon.com)
- Show Mom you care this year. Give her the gift of Amazon Prime. (amazon.com)
- Have you checked out "Outlander" yet on Starz? If not sign up for a free trial to Starz on Amazon. (amazon.com)
Companies
- There is some serious disagreement in the energy space. (brontecapital.blogspot.com)
- PC sales continue to plunge. (venturebeat.com)
- Big box sporting retailers are have a tough time of it. (latimes.com)
Funds
- Portfolio simplification is a reasonable goal. (marketwatch.com)
- What are the chances of a bitcoin ETF getting approved? (wsj.com)
- All smart bet ETFs are not built the same. (etf.com)
Global
- Why Norway's currency has held up better than expected. (blogs.wsj.com)
- Game theory and the case for continued low oil prices. (alephblog.com)
Economy
- Is productivity growth suppressed by lessening competition? (ritholtz.com)
- Economic data releases ranked. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Startup links: funding red flags. (abnormalreturns.com)
- Where to find differentiated dividend ideas: an excerpt from "Keeping Your Dividend Edge: Strategies for Growing & Protecting Your Dividends" by Todd Wenning.* (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
