Review: “A new Japandroids album [Near to the Wild Heart of Life] is, functionally, the Rock Critic Super Bowl.” (The Ringer)
Quote of the Day
"Information is data with a purpose and a context."
(Seth Godin)
Chart of the Day
Keep your eye out for a bottom in the British Pound. (via @TihoBrkan)
Strategy
- When bonds are NOT a diversifier. (longboardfunds.com)
- Lessons learned from a disastrous investment in Horsehead Holdings. (medium.com)
- The only lessons you need to learn from 2016. (thereformedbroker.com)
E-book bargains
- Perfect timing. "Pacific" a recent fave of Josh Brown is now just $2.99 for the Kindle. (amazon.com)
- Get Ed Yong's "I Contain Multitudes: The Microbes Within Us and a Grander View of Life" for just $2.99 for the Kindle. (amazon.com)
- Robert Cialdini's first (classic) book "Influence: The Psychology of Persuasion" is just $1.99 for the Kindle. (amazon.com)
Hedge funds
- Why it is so hard for hedge funds to generate decent returns these days. (bloomberg.com)
- Discretionary macro funds struggled in 2016. (barrons.com)
Warren Buffett
- Lessons learned from HBO's new documentary "Becoming Warren Buffett." (barrons.com)
- Sign up for a free trial to HBO at Amazon Video. (amazon.com)
Funds
Refugees
- Bill McBride, "These are not normal times, and I can't just post economic data and remain silent on other issues." (calculatedriskblog.com)
- You are not all that far from being an immigrant or refugee yourself. (thereformedbroker.com)
- What it's like to be a refugee. (theatlantic.com)
Economy
- Industrial policy by jawboning won't work over the long run. (nytimes.com)
- The factors behind the long-term slowdown in U.S. investment spending. (econbrowser.com)
- 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: speed reading skeptics. (abnormalreturns.com)
- Financial forecasts and our limited cognitive resources. (abnormalreturns.com)
- 7 amazing blogs financial professionals need to follow. (linkedin.com)
