Book review: Cal Newport’s Deep Work: Rules for Focused Success in a Distracted World is a “very useful book.” (value and opportunity)
Quote of the Day
"As a private company, Twitter might be seen as a great success. As a public company, it’s a perpetual disappointment."
(James Surowiecki)
Markets
- When should you date the start of the current bull market? (thereformedbroker.com)
- Libor is at its highest level since 2009. (bloomberg.com)
Strategy
- To make big returns you need to, like John Maynard Keynes, buy into big market dives. (newyorker.com)
- Diversification doesn't help if everything is expensive. (ericcinnamond.com)
Offers
- If you've read "Thinking Fast and Slow" you will likely want to read Michael Lewis' forthcoming "The Undoing Project: A Friendship That Changed Our Minds." (amazon.com)
- Try Audible.com and get two free audiobooks including the new memoir by Bruce Springsteen, "Born to Run." (amazon.com)
- You can sign up for a trial to Amazon Music Unlimited here: (amazon.com)
- Buy 5 Amazon Dots and get the 6th for free here: (amazon.com)
- Everyone got played in the whole Twitter ($TWTR) is getting acquired bysiness cycle. (barrons.com)
- Why Jack should be out at Twitter ($TWTR). (brontecapital.blogspot.com)
- Twitter ($TWTR) could become the next Mozilla. (medium.com)
Finance
- Will Goldman Sachs' ($GS) Marcus engender it goodwill? (fastcompany.com)
- Why is Sam Zell raising cash at his REITs? (horizonkinetics.com)
Funds
- Vanguard's money market funds are open for business. (blogs.barrons.com)
- Do zero-fee ETFs make room for higher fee smart beta products? (blogs.barrons.com)
- Joel Greenblatt is trying to bring the 130/30 fund back. (barrons.com)
- Apparently you can still buy load funds in fund supermarkets. (beta.morningstar.com)
Quantitative Momentum
- A nice review of Wes Gray and Jack Vogel's "Quantitative Momentum." (quantstrattrader.wordpress.com)
- You can get "Quantitative Momentum" for only $14.99 on Amazon. (amazon.com)
Economy
- Why you should doubt a recession in 2017 and probably 2018. (calculatedriskblog.com)
- What CEOs had to say about the economy this week. (avondaleam.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Podcast links: the podcasting biz. (abnormalreturns.com)
- Check out our book-link round-up from October. (abnormalreturns.com)
- A post celebrating our eleventh blogiversary. (abnormalreturns.com)
