Quote of the Day
"If you felt panic in February and you’ve already double-checked your asset allocation, you need to double-check your priorities. Get away from the news feed and away from your portfolio."
(David Snowball)
Markets
- The Dow snapped its longest monthly winning streak since 1959. (priceactionlab.com)
- February was a bad, bad month for managed futures strategies. (rcmalternatives.com)
Strategy
- Grains: the last cheap asset in the world. (themacrotourist.com)
- Some really annoying financial turns of phrase like "a normalized interest rate environment." (awealthofcommonsense.com)
Crypto
Companies
- Why did it take so long for Twitter ($TWTR) to take a hard look at itself? (slate.com)
- Cord-cutters are hurting satellite TV more than cable. (fastcompany.com)
Private equity
- Why investors are unwilling to pay up for shares in private equity managers. (wsj.com)
- Then again it really hasn't hurt Steve Schwarzman's, of Blackstone ($BX) fame, bottom line. (businessinsider.com)
Funds
- Target-date funds are underrated by pretty much everyone. (thefinancebuff.com)
- The March Mutual Fund Observer commentary is up. (mutualfundobserver.com)
Support
- Stay up-to-date with all of our posts: sign-up for our daily e-mail. (abnormalreturns.com)
- Support this site by grabbing an annual membership to Abnormal Returns. (abnormalreturns.com)
- Love Abnormal Returns? Then like (and follow) us on Facebook. (facebook.com)
Global
Economy
- Trump's tariffs are stepping on his own economic agenda. (bloomberg.com)
- Be alert, the economic story is changing. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: moving out of the garage. (abnormalreturns.com)
- Collectibles are for collecting, not investing. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- ESG links: optimizing human resources. (abnormalreturns.com)
- Startup links: sufficiently high quality. (abnormalreturns.com)
