Best of: 20 books that defined 2016 including Eccentric Orbits: The Iridium Story by John Bloom. (WSJ)
Quote of the Day
"Gathering information is a science. Filtering out noise is an art."
(Morgan Housel)
Markets
- Stock correlation s have sunk. (thereformedbroker.com)
- The weirdness that is the global natural gas market. (macromon.wordpress.com)
- We are in the 82nd percentile of valuation. (alephblog.com)
- Howard Lindzon, "Financial and business news should not be entertainment." (howardlindzon.com)
Strategy
- There are some very clear calendar patterns in MLP returns. (sl-advisors.com)
- Prepare your portfolio for 2017 by ignore 2017 market outlooks. (bpsandpieces.com)
- Why investors should keep a small speculative account to prevent them from doing damage to their main portfolio. (wsj.com)
- Changing our behaviors takes more than just awareness. (theirrelevantinvestor.com)
- Fear drives investment decision making more often than not. (dashofinsight.com)
Quant Momentum
- Why the momentum anomaly will persist. Insights from "Quantitative Momentum: A Practitioner’s Guide to Building a Momentum-Based Stock Selection System" by Gray and Vogel. (readingthemarkets.blogspot.com)
- Get a copy of "Quantitative Momentum" for your favorite nerd via Amazon. (amazon.com)
Companies
- Where are Apple's ($AAPL) much hyped EarPods? (wsj.com)
- Disney ($DIS) will have to launch a HBO Go-style service for ESPN. (washingtonpost.com)
Finance
- Insiders are dumping bank stocks going into year-end. (wsj.com)
- Evercore Partners ($EVR) plans to be "the most elite independent investment banking advisory firm globally." (businessinsider.com)
- Gray haired bond traders have found a home in Chicago. (bloomberg.com)
- Just how much top private equity executives make a year. (nytimes.com)
Climate change
- What’s a climate-aware investor to do? (nytimes.com)
- Here is our earlier take on how climate change can affect your portfolio, "Don’t stick your head in the (eroding) sand." (abnormalreturns.com)
Offers
- Amazon's Alexa-powered Dot is currently $10 off. (amazon.com)
- In time for the holidays you can get $50 off an eero, the best-reviewed wifi system on the market. (talkable.com)
- The Amazon Fire 7" Tablet is just $39.99 at the moment. (amazon.com)
Economy
- 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 on the site. (abnormalreturns.com)
- Saturday links: eat your leftovers. (abnormalreturns.com)
- Longform links: Instagram influencers. (abnormalreturns.com)
- Podcast links: gaining grit. (abnormalreturns.com)
