Q&A: Much of what we believe about emotions are false says Lisa Feldman Barrett author of How Emotions Are Made: The Secret Life of the Brain. (The Verge)
Quote of the Day
"The [asset management] industry is going to look very different in five years. There will be fewer and larger managers."
(Charles Morrison, Fidelity)
Markets
- False narratives get unwound in the market, often quietly. (pensionpartners.com)
- Everybody is selling volatility. Who is buying? (ft.com)
Strategy
- How an era of rising interest rates could affect tactical asset allocation strategies. (allocatesmartly.com)
- How Meb Faber is changing his portfolio. (mebfaber.com)
- Howard Marks on the "truth about investing." (marketfolly.com)
Trading
- How to make it easy for a trading shop to hire you. (finance.yahoo.com)
- 30 questions for veteran trader Michael Martin. (medium.com)
Abnormal Returns Memberships
Apple
- Apple ($AAPL) AirPods are still on a six-week shipping delay. (daringfireball.net)
- What went wrong with the 2013 Mac Pro. What Apple ($AAPL) should do next. (marco.org)
- Being an Apple ($AAPL) supplier is getting (even) tougher. (bloomberg.com)
- Apple's ($AAPL) productivity apps are now free. (businessinsider.com)
- A revenue breakdown of Apple's ($AAPL) services revenues. (businessinsider.com)
ETFs
- Blackrock's ($BLK) earnings were helped by strength in ETFs. (nytimes.com)
- ETF statistics for March 2017. (investwithanedge.com)
Offers
- Need some new tunes? Start a free-trial to Amazon Music Unlimited today. (amazon.com)
- The classic psychology book "Flow: The Psychology of Optimal Experience" by Mihaly Csikszentmihalyi is still $1.99 for the Kindle. (amazon.com)
- "Billions" is having a big Season 2. Sign up for a free trial to Showtime via Amazon Channels to catch up. (amazon.com)
Funds
- Survivorship is a huge issue for mutual funds. (beta.morningstar.com)
- Charles Schwab ($SCHW) is doing well in this bull market. (wsj.com)
- The active vs. passive debate has nothing to do with risk. (evidenceinvestor.co.uk)
Hedge funds
- Hedge fund strategies work..until they don't. The case of Convexity Capital. (wsj.com)
- Edges are ephemeral. (thereformedbroker.com)
Global
- The world is running out of frontier markets. (bloomberg.com)
- Do we still have a global savings glut? (ftalphaville.ft.com)
Economy
Earlier on Abnormal Returns
- Personal finance links: appealing to a diverse client base. (abnormalreturns.com)
- Abnormal Returns memberships are now live. Subscribe now! (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: a volatility tsunami. (abnormalreturns.com)
