Q&A: Some direct questions (and answers) from Sam Zell author of Am I Being Too Subtle? (Barron’s)
Quote of the Day
"The markets do not reward investors in proportion to the number of hours spent on investment activities. It only rewards execution."
(Gatis Roze)
Markets
- Why reading market sentiment is so difficult these days. (bloomberg.com)
- The yield curve is flattening, not inverting. (thereformedbroker.com)
Strategy
- Investing is hard, speculating even more difficult. How to do it intelligently. (blogs.wsj.com)
- How putting a little money at-risk will help you get a better handle on things. (howardlindzon.com)
- When picking a manager style and skill are two very different things. (mrzepczynski.blogspot.com)
- Brett Steenbarger, "Are you trading what you subjectively prefer, or are you trading what is objectively present in the market?" (traderfeed.blogspot.com)
Membership
- Time is running out to get a free(!) book with a new Abnormal Returns membership. Details here: (abnormalreturns.com)
- Stay up-to-date with all of our posts via our free daily e-mail newsletter. (abnormalreturns.com)
Amazon
- Amazon ($AMZN) wants to become Walmart ($WMT) before Walmart can become Amazon. (techcrunch.com)
- Amazon ($AMZN) is going to pay for Whole Foods ($WFM) with a range of debt offerings. (leveragedloan.com)
- Tech is increasingly looking like an oligopoly (wsj.com)
- Why should groceries be immune from the wave of tech innovation? (pointsandfigures.com)
- Whole Foods ($WFM) represents just 2% of US grocery sales. (barrons.com)
- Is Amazon ($AMZN) going to have an anti-trust issue buying Whole Foods ($WFM)? (news.vice.com)
- What now for Instacart post Amazon-Whole Foods? (techcrunch.com)
- The price gap between eating out and at home keeps growing. (bloomberg.com)
Finance
Funds
Offers
- "A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation" by Scott Nations looks like a good read. (amazon.com)
- After a promo code a pair of new video-enabled Amazon echo shows is just $179.99 per unit. (amazon.com)
- The Amazon Dash Wand, powered by Alexa, is free after purchase. (amazon.com)
Global
- The MSCI decision about China A-shares is going to move markets one way or another. (barrons.com)
- Paris and Berlin look pretty good in comparison to London and Washington these days. (washingtonpost.com)
Economy
- You have to understand economics before calling for an overhaul of how it it taught to college kids. (qz.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The 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: three squares a day. (abnormalreturns.com)
