Review: Gary Taubes in The Case Against Sugar wants to convince you that sugar kills. (The Atlantic)
Quote of the Day
"The simple truth is that there’s no avoiding backtests. Even a buy-and-hold strategy is based on a backtest, albeit a simple one."
(James Picerno)
Chart of the Day
While you were tweeting about Trump, crude oil is up 70% from its 2016 bottom. (via @charliebilello)
Markets
- 2017 is pretty murky for many companies. (dashofinsight.com)
- Ten things people get wrong about forecasting. (bloomberg.com)
Strategy
- Forget the Dogs of the Dow. Think Cash Cows of the Dow. (mebfaber.com)
- Investors need to be willing to look stupid over the short term in order to generate long term returns. (ericcinnamond.com)
- Bitcoin in an IRA? (blogs.wsj.com)
- The power of the pause. (traderfeed.blogspot.com)
Offers
- You can watch the first episode of "Sneaky Pete" for free on Amazon Video. (amazon.com)
- Sign up for Audible.com and get two free audiobooks including the forthcoming Edward Thorp's "A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market." (amazon.com)
- Pre-order Market Wizard Tony Saliba's forthcoming "Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management" and get a free e-book and audiobook. (martinkronicle.com)
Companies
- How is Snap ($SNAP) going to sell itself to IPO investors? (businessinsider.com)
- Blackrock's ($BLK) profit margins are getting pinched. (bloomberg.com)
Finance
- Would you like to have to track tweets through a Bloomberg terminal? (dealbreaker.com)
- The year in SEC filings. (footnoted.com)
Funds
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)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: mermaid tales. (abnormalreturns.com)