Book review: Reading Chuck Klosterman’s But What If We’re Wrong will have you question some of your strongly held beliefs. (A Wealth of Common Sense)
Quote of the Day
"Before making your next transaction, ask yourself, what do I know that my counterparty doesn’t?"
(Michael Batnick)
Chart of the Day
Investors are making the switch into government money market funds.
Markets
- Ten dividend stocks the ultimate stock pickers are buying. (beta.morningstar.com)
- Highlights from the 2016 Delivering Alpha conference. (marketfolly.com)
- Utility stocks are still the leading sector over the past year. (capitalspectator.com)
Strategy
- John Bogle and why you should expect lower returns this decade. (awealthofcommonsense.com)
- The Coppock Curve applied to global markets. (mebfaber.com)
- 40 trading lessons from Mike Bellafiore's "The Playbook." (smbtraining.com)
Offers
- Michael Lewis' new book, "The Undoing Project" is available for pre-order now. (amazon.com)
- 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)
- Maybe Twitter ($TWTR) wants to be the new TV. (theringer.com)
- Twitter ($TWTR) is now available on the major streaming devices. (recode.net)
Apple
- The Apple ($AAPL) Watch now does three things really well. (daringfireball.net)
- The Apple ($AAPL) Watch has found its calling as a fitness device. (wsj.com)
- Does Apple ($AAPL) need a new blockbuster to thrive? (knowledge.wharton.upenn.edu)
Companies
- Target ($TGT) is making a big mistake. (brontecapital.blogspot.com)
- Monsanto ($MON) played the takeover game with Bayer well. (bloomberg.com)
Finance
- Goldman Sachs ($GS) is launching a fund to buy second hand stakes in PE funds. (wsj.com)
- What a good 'fairness opinion' looks like. (aswathdamodaran.blogspot.com)
- Hedge fund data mining is not that big a deal. (ftalphaville.ft.com)
Economy
Earlier on Abnormal Returns
- Personal finance links: money in the bank. (abnormalreturns.com)
- You can now get a free look at the October 2016 issue of Modern Trader and much more. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Investing tribes and the paradox of choice. [rebroadcast] (abnormalreturns.com)
