Review: “Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind [by Sarah Newcombe] is a great place to start developing and growing advisor alpha.” (Alpha Architect)
Quote of the Day
"The graveyard of investors is filled with people who refused to change their minds."
(Michael Batnick)
Markets
- How to think about stock and bond valuations today. (bloomberg.com)
- Sector lessons from 2016. (wisdomtree.com)
Strategy
- Putting the recent rise in bond yields into historical perspective. (marketanthropology.com)
- Boring names, great stock: United States Lime & Minerals ($USLM). (crossingwallstreet.com)
Offers
- Market Wizard Tony Saliba's new book "Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management" is now out. Get a free e-book and audiobook version today. (martinkronicle.com)
- This new book, "High Returns from Low Risk: A Remarkable Stock Market Paradox" by Pim van Vliet and Jan de Koning looks right up our alley. (amazon.com)
- Sign up for Audible.com and get two free audiobooks including Edward Thorp's "A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market." (amazon.com)
Companies
- T Rowe Price ($TROW) isn't happy about Snap's ($SNAP) plan to disenfranchise shareholders. (afr.com)
- What kind of grade should Tim Cook get as CEO of Apple ($AAPL)? (aboveavalon.com)
- How effective have media companies been in jettisoning their "stodgy" parts? (bloomberg.com)
Finance
- Why sell-side analysts almost always say 'buy': access. (wsj.com)
- How to read financial news headlines. (awealthofcommonsense.com)
Funds
- What can we learn from the fund companies that actually experienced inflows last year? (beta.morningstar.com)
- Why you should re-think your emerging markets position(s). (fortunefinancialadvisors.com)
- 9 out of 10 UK investors don't hold a single passive fund. (ft.com)
Economy
- NAIRU is a myth...a dangerous one at that. (ftalphaville.ft.com)
- Why manufacturing jobs are never coming back. (ofdollarsanddata.com)
Earlier on Abnormal Returns
- Podcast links: misapplied maintenance. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- I am on the latest edition of the Futures Radio Show with Anthony Crudele. (futuresradioshow.com)
- Startup links: Craigslist competitors. (abnormalreturns.com)
- Our January book-related link roundup is decidedly finance-light. (abnormalreturns.com)
- Closing the gender gap in asset management one company at a time. (abnormalreturns.com)
- Three quotes on the value of "strong opinions, weakly held." (abnormalreturns.com)
- How the quality anomaly show up in the real world. (abnormalreturns.com)
Mixed media
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