Notes: How to do deep work, messy style. Insights from Deep Work by Cal Newport and Messy by Tim Harford. (Zapier)
Quote of the Day
"We get cornered by the things we’ve already said publicly. Reversing a strong opinion already expressed makes us uncomfortable. It is a tacit acknowledgement that we were previously wrong about something."
(Josh Brown)
Strategy
- The stock market is by most measures fully priced. (capitalspectator.com)
- Why the CAPE ratio from 100 years ago is likely irrelevant to today's market. (theirrelevantinvestor.com)
- How to become successful in trading: contribute to a team. (traderfeed.blogspot.com)
Offers
- Select Kindles are on sale including the 7" Fire which is available for $39.99. (amazon.com)
- Get Shane Snow's "Smartcuts: How Hackers, Innovators, and Icons Accelerate Success." (amazon.com)
- "Billions" is back for Season 2! Sign-up for a free-trial for Showtime at Amazon Channels. (amazon.com)
Companies
- Why is Snap ($SNAP) calling itself a camera company? (newyorker.com)
- Seattle is overrun with Amazon ($AMZN) retailing experiments. (nytimes.com)
Finance
Ed Thorp
- The "count" isn't in your favor all that often: insights from Ed Thorp's "A Man for All Markets." (basonasset.com)
- You can get Ed Thorp's "A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer" at Amazon.com now. (amazon.com)
Global
Economy
Earlier on Abnormal Returns
- Our February round-up looking at the past month's book-related posts. (abnormalreturns.com)
- Research links: research gaps. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- ETF links: locked-in valuations. (abnormalreturns.com)
- Social influence and the rise of index investing. (abnormalreturns.com)
