List: If you had to read only one (fiction) book this Summer including Borne: A Novel by Jeff VanderMeer. (WSJ)
Quote of the Day
"You can read all the dieting or investment books you want but they won’t help you get fit or become a better investor if you’re unable to make better decisions when the time comes."
(Ben Carlson)
Markets
- US REITs had a great week, last week. (capitalspectator.com)
- Low market volatility is a global phenomena. (wsj.com)
Oil
- $50 is the new status quo for oil prices. (thereformedbroker.com)
- MLPs are once again tied at the hip with oil prices. (bloomberg.com)
Strategy
- There are two guiding principles to portfolio management: diversification and momentum. (mrzepczynski.blogspot.com)
- Focus on those things you can control. (blogs.cfainstitute.org)
Offers
- After a promo code a pair of new video-enabled Amazon echo shows is just $179.99 per unit. (amazon.com)
- "A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation" by Scott Nations looks like a good read. (amazon.com)
- The Amazon Dash Wand, powered by Alexa, is free after purchase. (amazon.com)
Companies
- Why would you avoid investing in the most profitable and dominant companies? (ft.com)
- Amazon Grocery Services (AGS) is the new AWS. (stratechery.com)
- Amazon ($AMZN) is nothing if not risk-tolerant. (nytimes.com)
- Food delivery service Peapod has got a problem. (chicagobusiness.com)
Finance
- A review of the Blackstone Group ($BX) ten years post-IPO. (ft.com)
- Zelle, backed by the biggest banks, looks to take on Venmo. (capitalspectator.com)
Shipping
- JP Morgan ($JPM) Global Alternatives has just closed a 'distressed shipping' fund. (institutionalinvestor.com)
- Aging oil supertankers are the new oil storage. (climateerinvest.blogspot.com)
Economy
- The debate over trucking automation misses out on the lessons of history. (finance.yahoo.com)
- Cashiers are one job that will go away over time. (nytimes.com)
- "Superstar firms" get paid. Workers not so much. (nytimes.com)
- How technological uncertainty affects capital spending. (bloomberg.com)
Earlier on Abnormal Returns
- ETF links: half a trillion dollars. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
