Book notes: How Women Decide: What’s True, What’s Not and What Strategies Spark the Best Decisions by Therese Huston on generating more options for yourself. (FT)
Quote of the Day
"One of the tricky things about studying market history is that what looks inevitable to us now was uncertain to every single investor at the time."
(Michael Batnick)
Markets
- Junk bond spreads have been tightening nearly all year. (wsj.com)
- Company cash balances are hitting a wall. (bloomberg.com)
Strategy
- Confessions of an asset allocator. (thepfengineer.com)
- There is a difference between the actionable and observable. (stockcharts.com)
Offers
- Amazon Prime Student is currently 50% off. A great resource for college kids. (amazon.com)
- Try Audible.com and get two free audiobooks including "Shoe Dog" by Phil Knight. (amazon.com)
Companies
- The Twitter ($TWTR) soap opera rolls on. (recode.net)
- The seed business is rapidly consolidating. (ft.com)
Funds
Global
- Japanese JGB yields are rising rapidly. (bloomberg.com)
- You can't fully access the emerging markets just buying multi-nationals. (wsj.com)
Economy
- The August ISM Non-manufacturing index was down sharply. (calculatedriskblog.com)
- The case for a Fed rate hike this month is weak. (capitalspectator.com)
- The non-farm payrolls report is a mess of misinformation. (dashofinsight.com)
Earlier on Abnormal Returns
- Startup links: generational innovation. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- What books Abnormal Returns readers purchased in August 2016 including Cal Newport's "Deep Work." (abnormalreturns.com)
