Book list: A big list of the best books of 2016 including JD Vance’s Hillbilly Elegy. (FT)
Quote of the Day
"The U.S. population has risen nearly 50% since 1975, and real GDP has tripled. But the number of public companies has declined 21%."
(Morgan Housel)
Markets
- The stock of negative yield global government bonds is shrinking. (ft.com)
- Bond ETF investors are swapping into short duration funds. (bloomberg.com)
- Bond investors are pulling money out of bond funds at a rapid rate. (blogs.wsj.com)
- High yield investors are pricing in higher oil prices. (bloomberg.com)
Strategy
- What the best investors in the world know that you need to learn. (athrasher.com)
- The next few years may be unkind for passive investors. (bloomberg.com)
- How many signals do we really need? (theirrelevantinvestor.com)
- You can't trade effectively if you don't take time to recover. (traderfeed.blogspot.com)
The Undoing Project
- Barry Ritholtz says you will not regret reading "The Undoing Project." (bloomberg.com)
- An excerpt from Michael Lewis' "The Undoing Project" about NBA executive Daryl Morey and behavioral economics. (slate.com)
- Get Michael Lewis' "The Undoing Project: A Friendship That Changed Our Minds" at Amazon. (amazon.com)
Companies
- Every company is a tech company these days, even Tyson Foods ($TSN). (wsj.com)
- Apple ($AAPL) says the Watch is doing great. (reuters.com)
Finance
- Do investors want a piece of the rental home business? We will soon find out... (wsj.com)
- Capital continues to flow into the largest hedge funds. (bloomberg.com)
Funds
- The passive investment space is only getting more competitive. (citywireusa.com)
- How to build a portfolio of low-cost index funds without using Vanguard. (assetbuilder.com)
- Investors have too many choices in their retirement plans. (institutionalinvestor.com)
- The ETF price war is spreading. (twitter.com)
Google Wifi
- Google Wifi is easy, powerful but expensive. (theverge.com)
- Buy Google Wifi for the software. (venturebeat.com)
- You can get the Google Wifi system at Amazon. (amazon.com)
Earlier on Abnormal Returns
- Research links: a simple portfolio. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- ETF links: wash sale signals. (abnormalreturns.com)
