Book Q&A: Raj Raghunathan author of If You’re So Smart, Why Aren’t You Happy? talks about the value of an “abundance mindset.” (The Atlantic)
Quote of the Day
"Changing rationales for a trade, ignoring bad news, blaming central bankers — these are all signs that contrarianism might have slipped into cognitive dissonance."
(Daniel Davies)
Markets
- Tech delistings may top tech IPOs in 2016. (fortune.com)
- The long Treasuries, short Bund trade is back on again. (blogs.wsj.com)
Strategy
- Sentiment is the new fundamentals. (thereformedbroker.com)
- How being a portfolio manager differs from being an analyst. (wilowallstreet.com)
Offers
- Get Mom something she really wants: the gift of Amazon Prime. (amazon.com)
- Subscribe to Modern Trader and one free month, the MT app and access to all past issues. (moderntrader.com)
- You can get a Kindle Paperwhite for $20 off for a limited time. (amazon.com)
Companies
- Can Facebook ($FB) catch up to Snapchat on video? (businessinsider.com)
- A closer look at Apple ($AAPL) Q2 earnings. (aboveavalon.com)
- What is the next big revenue driver for Apple ($AAPL)? (time.com)
- The founder of Chobani is giving employees a big stake in the company. (nytimes.com)
Finance
- BDCs have a leverage problem. (next.ft.com)
- Goldman Sachs ($GS) wants to be your online bank. (cnbc.com)
- Digital wallets are the next financial platform. (techcrunch.com)
Funds
- Average fund costs declined in 2015. (news.morningstar.com)
- Concentrated value funds have not been all that. (news.morningstar.com)
Economy
- Q1 GDP is shaping up as pretty weak. (capitalspectator.com)
- House prices were still rising as of February. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Startup links: startup customers. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
