Excerpt: Born Anxious: The Lifelong Impact of Early Life Adversity—and How to Break the Cycle by Daniel P. Keating on why early-life stress “gets under our skin.” (Scientific American)
Quote of the Day
"When Silicon Valley screws up, people who want a pointless Wi-Fi enabled juicer get a pointless Wi-Fi enabled juicer. Which by all accounts makes pretty good juice."
(Scott Alexander)
Markets
- Weak hands are long the $VIX. (themacrotourist.com)
- Some explanations for why volatility is so low. (marginalrevolution.com)
- Maybe we should be looking at longer horizon measures of volatility. (pragcap.com)
Strategy
- The downside of sitting in cash is just too much. (portfoliocharts.com)
- How many managers should you review before you pick one? (mrzepczynski.blogspot.com)
- The problem of skewness. (humbledollar.com)
Membership
Companies
- A graphic look at how the Big 5 tech giant make their money. (visualcapitalist.com)
- Which of the Big 5 would you give up first (and last)? (nytimes.com)
- Apple ($AAPL) may hit $1 trillion in market cap but it has got long-term issues. (wired.com)
- Microsoft's ($MSFT) cloud business is booming. (barrons.com)
Echo Show
- The Amazon ($AMZN) Echo Show may not look like much but it is a wildly innovative product. (medium.com)
- Order two Echo Shows and get $100 with the promo code 'SHOW2PACK'. (amazon.com)
Funds
Global
- Barron's says buy European stocks. (barrons.com)
- Barron's says buy emerging market stocks. (barrons.com)
Economy
- What CEOs had to say about the global economy this week. (avondaleam.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- An 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: a single player game. (abnormalreturns.com)