Review: Even creatives need business discipline. A review of Tom Hodgkinson’s Business for Bohemians: Live Well, Make Money. (WSJ)
Quote of the Day
"We gain flexibility when we view market narratives as hypotheses and not as conclusions."
(Brett Steenbarger)
Markets
- Investors are opening their minds to the possibility of inflation. (nytimes.com)
- Lumber prices are surging. (thereformedbroker.com)
Strategy
- Good luck trying to build an investment strategy based on investor sentiment. (pensionpartners.com)
- The parallels between investing and driving are uncanny. (tonyisola.com)
- Why most investors can't stomach an all-equity portfolio. (allaboutalpha.com)
- On the difference between exogenous and endogenous market shocks. (mrzepczynski.blogspot.com)
Crypto
- Circle has now become a cryptocurrency trading powerhouse. (fortune.com)
- Half of the ICOs launched in 2017 are already defunct. (fortune.com)
- Hardcore cryptocurrency fans have not been scared off by recent declines. (ft.com)
- Cryptocurrency holdings are making divorces even more complicated. (bloomberg.com)
Companies
- Dropbox's missed opportunity: a deep dive into the company's S-1. (stratechery.com)
- How traditional financial statements work against digital companies. (hbr.org)
Private equity
- Ted Seides, "Private equity firms now extracting their extra pound of flesh while the going is good will face serious scrutiny down the road." (institutionalinvestor.com)
- Private equity secondary transactions are on the rise. (ft.com)
- Private equity deals, public-to-private, surged in 2017. (ft.com)
Funds
- Prompted by harassment issues, Fidelity is looking to blow up its current research process (wsj.com)
- Four liquid alternative funds that could provide some real diversification. (etf.com)
Support
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Economy
- The January Chicago Fed National Activity Index points to continued economic growth. (calculatedriskblog.com)
- Do changes in fertility foreshadow economic recessions? (ft.com)
- How the Midwest became the home of 'blue collar' technology jobs. (qz.com)
Earlier on Abnormal Returns
- ETF links: active factors. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
