Review: Sam Zell’s Am I Being Too Subtle? is “an engaging read.” (Investment Masters Class)
Quote of the Day
"Trading was fun when it was new. The challenge is keeping ourselves renewed."
(Brett Steenbarger)
Markets
- Commodities crushed it last week. (capitalspectator.com)
- For every Facebook ($FB) there are multiple Twitters ($TWTR). (awealthofcommonsense.com)
Strategy
- Asset allocation decisions start before you invest dollar one. (beta.morningstar.com)
- Seriously people, don't invest in commodities. (bloomberg.com)
Offers
- Buy two Amazon Echo devices and receive $100 off your order with code ECHO2PACK. (amazon.com)
- Trade in your old Kindle and get $20 off a new one. (amazon.com)
Companies
- Discovery Communications ($DSCA) is buying Scripps ($SNI). (nytimes.com)
- The Dow ($DOW)-DuPont ($DD) merger has a lot of moving parts. (wsj.com)
- Why the introduction of a super-high end Apple ($AAPL) iPhone shouldn't be surprising. (wsj.com)
Retail
- How much blame does PE deserve for the wave of retail bankruptcies? (wsj.com)
- Supermarkets are the next retail segment to have been overbuilt. (wsj.com)
- Lazard ($LAZ) is cleaning up in retail restructuring. (businessinsider.com)
PE
Funds
- High turnover is not a sign of a profitable investment strategy. (ft.com)
- How do you do due diligence on an AI-centric fund manager? (institutionalinvestor.com)
Nafta
Economy
- In terms of net flows, the US stock market has been pretty stable for awhile now. (ftalphaville.ft.com)
- The US is the hot new spot for outsourcing. (nytimes.com)
- Maine is working hard to recruit 'Mainers' back to the state. (wsj.com)
- Are teenagers missing out on hard work during the Summer? (ernietedeschi.blogspot.com)
Earlier on Abnormal Returns
- ETF links: size constraints. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
