Gray and Vogel’s Quantitative Momentum: A Practitioner’s Guide to Building a Momentum-Based Stock Selection System brings momentum investing into the light. (Larry Swedroe)
Quote of the Day
"The album is dead and so is the paper. People don’t want general info, they want to go deep in the verticals that interest them."
(Bob Lefsetz)
Strategy
- You can only blame the Fed for bad decisions for so long. (dashofinsight.com)
- Lessons learned from recent manias and panics. (pensionpartners.com)
Offers
- Last chance to take advantage of Amazon's "HOLIDAYBOOK" deal where you get $10 off a $25 book purchase. (amazon.com)
- The best home mesh wifi system, the eero, is still $100 off. (amazon.com)
- Need another tablet around the house? Grab an Amazon Fire 7" Tablet for 33% off. (amazon.com)
Companies
- How do you manage a company whose stock is considerably overvalued? (alephblog.com)
- Stripe is well beyond the Unicorn stage with its latest fundraising round. (nytimes.com)
- Microsoft ($MSFT) and Google ($GOOGL) are beating Apple ($AAPL) at their own game. (hackernoon.com)
- Is Apple's corporate structure outdated? (vox.com)
Finance
- Elliot Management is effective in getting its activist targets acquired. (bloomberg.com)
- There is a difference between big data and good data. (bloomberg.com)
- The public PE stocks like a Trump administration to-date. (barrons.com)
Funds
- British investors are losing the fund expense game. (economist.com)
- Check out the rise in short-term muni yields. (barrons.com)
Economy
- Why the term spread has increased recently. (econbrowser.com)
- Technology, not trade, killed manufacturing jobs. (fat-pitch.blogspot.com)
- The upside of a business-oriented President who "thinks big." (nytimes.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 on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: the beauty of efficiency. (abnormalreturns.com)
- A round-up of our favorite Black Friday deals, many of which are still available. (abnormalreturns.com)
