Review: Narrative and Numbers: The Value of Stories in Business by Aswath Damodaran “deals with the process of connecting a plausible story to value drivers.” (Reading the Markets)
Quote of the Day
“When a mall starts to falter, the end result is typically binary in nature...It’s either the mall is going to survive or it’s going take a substantial loss.”
(Matt Tortorello, a senior analyst at Kroll Bond Rating Agency)
Bonds
- How muni bonds do during an increase in rates. (blog.abglobal.com)
- How fundamental indexing works with bonds. (blogs.cfainstitute.org)
Strategy
- What to think about when adding factors to your investment process. (peterlazaroff.com)
- Three tools traders can use to train while the market is closed. (traderfeed.blogspot.com)
- Four pieces of advice in a world where no one seems to know anything. (awealthofcommonsense.com)
Offers
- Pre-order one of the most anticipated novels of 2017: "Startup: A Novel" by Doree Shafir. (amazon.com)
- Don't miss an episode of the hit show "Billions." Sign-up for a free trial to Showtime on Amazon Channels. (amazon.com)
Companies
- The long-term case for railroad stocks. (beta.morningstar.com)
- There is no shortage of broken merger stocks out there. (fortune.com)
Finance
- Citadel Group isn't taking on new assets at this time. (chicagobusiness.com)
- Why management fees make being a big buyout shop a great business. (institutionalinvestor.com)
Funds
TurboTax
- Americans have been slow to file their taxes. (bloomberg.com)
- Better download some tax software today from Amazon. (amazon.com)
Economy
- Why Fed rate hikes will flatten the yield curve. (ft.com)
- America's labor markets are unambiguously getting better. (bloomberg.com)
- Why the US doesn't need 50 or 100 year Treasury bonds. (cnbc.com)
Earlier on Abnormal Reutrns
- The death of amateur bracketology and the paradox of skill. (abnormalreturns.com)
- ETF links: reading the prospectus. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- The top ten clicks last week on Abnormal Returns (abnormalreturns.com)
