Book review: Antonio Garcia Martinez’s Chaos Monkeys: Obscene Fortune and Random Failure in Silicon Valley is “more than worth plowing through..” (Lefsetz Letter)
Quote of the Day
"Traditional newspaper columns are delivered as if to an audience of a million, none of whom might reply. The best blogs are the opening salvo in a seminar rather than the last word on the matter."
(Giles Wilkes)
Strategy
- How to capture the wide value-growth spread. (brooklyninvestor.blogspot.com)
- Why you should take the return percentages off your screen. (sparkfin.com)
- The only thing that matters for markets is "your actions." (brooklyninvestor.blogspot.com)
- What is a safe asset these days? (next.ft.com)
Offers
- TechInsider calls these the best sounding wireless headphones. (amazon.com)
- MODERN TRADER Magazine—the essential journal for professional traders and active investors. Special Subscription Offer! (moderntrader.com)
- Start a free-trial for Amazon Prime and get access to a wealth of video and music. (amazon.com)
- Mesh wi-fi is the new start of the art for home wireless internet. Check out eero now: (amazon.com)
Companies
- Is this the new normal for Apple ($AAPL)? (bloomberg.com)
- How is Tim Cook doing as CEO of Apple ($AAPL)? (businessinsider.com)
- Twitter ($TWTR) is the Yahoo ($YHOO) of social media. (blogs.wsj.com)
- Marissa Mayer of Yahoo ($YHOO) will be just fine. (fortune.com)
- How big a threat is SnapChat to Facebook ($FB)? (bloomberg.com)
- The case for Softbank in the wake of ARM Holdings ($ARMH). (institutionalinvestor.com)
Finance
- Distressed debt guys are sniffing around the shale oil space. (institutionalinvestor.com)
- The Bridgewater Associates story keeps getting weirder. (nytimes.com)
- Why Symphony is having trouble making headway against Bloomberg despite a low cost. (institutionalinvestor.com)
- Point72 is investing in Quantopian and its algorithmic funds. (wsj.com)
Funds
- Ten under the radar funds worth a look. (beta.morningstar.com)
- A list of the world's cheapest ETFs. (etf.com)
Economy
- Is the signal from the flattening yield valid this time around? (blogs.wsj.com)
- The US economy is growing slowly and steadily. (bloomberg.com)
- US manufacturing isn't in decline, manufacturing employment is in decline. (strategy-business.com)
- A unique take on how to undertake a 'helicopter drop' in the US. (barbariancapital.net)
Earlier on Abnormal Returns
- Personal finance links: confident asset allocation. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
