Review: Inside the Investments of Warren Buffett: Twenty Cases by Yefei Lu aims to demystify his investments. (Enterprising Investor)
Quote of the Day
"Certain investment principles are worth clinging to, but which ones? In an environment of change, adaptation is important, but many organizations hold fast to precepts and processes that have outlived their usefulness."
(Tom Brakke)
Commodities
- The case for commodities is getting stronger. (mrzepczynski.blogspot.com)
- Of course MLPs are risky. Why would you think otherwise? (alphabaskets.com)
Strategy
- Why TAA has been so successful during market crises. (allocatesmartly.com)
- It's not easy being a value investor. (validea.com)
- Bubbles are rarer and harder to recognize than commonly thought. (economist.com)
Offers
- You can get Clayton Christensen's "How Will You Measure Your Life?" for just $1.99 for the Kindle. (amazon.com)
- Amazon's most popular Kindle the Paperwhite is currently $20 off. (amazon.com)
- The new book by Derek Thompson, "Hit Makers: The Science of Popularity in an Age of Distraction" looks interesting. (amazon.com)
Funds
- The Trump administration could lead to a surge in CEF IPOs. (beta.morningstar.com)
- Oaktree Capital ($OAK) looks cheap. (barrons.com)
Books
- Why paper books are making a comeback. (ft.com)
- How to self-publish a book. (awealthofcommonsense.com)
- Star blogger, Ben Carlson's new book "Organizational Alpha: How to Add Value in Institutional Asset Management" is now available. (amazon.com)
Economy
Jobs
- Bank tellers are the new blacksmiths. (washingtonpost.com)
- Coding is the new blue collar job. (wired.com)
- Dan Kopf, "The US labor market is increasingly rewards social skills." (qz.com)
Earlier on Abnormal Returns
- Startup links: silicon spillover. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: monitoring your finances. (abnormalreturns.com)
- Retail forex follies, revisited. (abnormalreturns.com)
