Review: The Best Investment Writing (Volume 1) is “a wonderful collection of 32 short pieces.” (Reading the Markets)
Quote of the Day
"You’ve had a democratization of a lot of data and analytics that were once the domain of very systematic quant investors. Everything is getting arbitraged away."
(Benjamin Dunn)
Bubbles
- Why bubbles are so hard to resist. (theirrelevantinvestor.com)
- Bond bubbles don't pop, they deflate. (bloomberg.com)
- Mean reversion happens on its own schedule. (mullooly.net)
Philosophy
- Three days that helped create the modern world as we know it. (bloomberg.com)
- There are no "right answers" in investing. (pensionpartners.com)
- 10 open questions worth pondering. (awealthofcommonsense.com)
Offers
- "Peak: Secrets from the New Science of Expertise" by Anders Ericsson is just $2.99 for the Kindle. (amazon.com)
- Sign up for Amazon Prime Student and get six months free! (amazon.com)
- Buy two Amazon Echos in your cart and receive $100 off your order with discount code ECHO2PACK. (amazon.com)
- "The Alchemists: Three Central Bankers and a World on Fire" by Neil Irwin is just $6.99 for the Kindle. (amazon.com)
Buyside
- Why quants are underperforming. (axios.com)
- SumZero announced the second edition of the Gardening Leave Challenge, a large, multi-firm research initiative to get members on the sidelines directly in front of funds looking for new talent. (sumzero.com)
Companies
- Two big publicly traded owners of single family homes are merging. (nytimes.com)
- Shorts are focusing on movie theater stocks. (businessinsider.com)
Crypto
- It's boom time for cryptocurrency hedge funds. (medium.com)
- Do investors prefer "rigid" coins? (marginalrevolution.com)
- Fidelity is supporting cryptocurrencies via Coinbase. (reuters.com)
- Harry Stebbings talks with Brian Armstrong founder of Coinbase. (thetwentyminutevc.com)
- Sign-up for a new Coinbase account and trade $100 in crypto and get $10 in Bitcoin free! (coinbase.com)
Finance
- Family offices are the new hot spot former PE peeps. (news.efinancialcareers.com)
- What is Goldman Sachs ($GS) going to do with a 217 foot yacht? (wsj.com)
Video
- Facebook ($FB) has a new home for original video programming. (techcrunch.com)
- The cable bundle is doomed. (theatlantic.com)
- Netflix ($NFLX) is going to have to make more movies. (bloomberg.com)
- Streaming comedy service, Seeso, to shut down. (variety.com)
Economy
- Weekly initial unemployment claims are still trending at low levels. (calculatedriskblog.com)
- The number of Americans with multiple jobs is on the rise. (economistsview.typepad.com)
- Why a lower US dollar could start working its way into higher inflation (marketanthropology.com)
Earlier on Abnormal Reutrns
- Startup links: all about execution. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: saving more money. (abnormalreturns.com)
- Every big trend has unintended side effects: the case of indexing. (abnormalreturns.com)
