Stocktoberfest East 2018 is coming to NYC on April 25th. There is a great lineup of speakers and Howard Lindzon has $100 discount codes for the taking. Don’t miss it.
Quote of the Day
"The world seems intent on bringing more liquidity to the world of highly illiquid assets."
(Ashby Monk)
Markets
- Fund managers love cash, hate bonds. (fat-pitch.blogspot.com)
- Keep an eye on these five consensus trades. (themacrotourist.com)
Strategy
- Michael Batnick, "The smartest investors have to scrape and claw for the ephemeral edges. The rest of us, who have no business playing this game, would be wise to go the other direction." (theirrelevantinvestor.com)
- How to turn the "acquirer's multiple" into a stock screen. (blog.validea.com)
- How to use skew as a "simple, intuitive tool for monitoring crowd sentiment." (capitalspectator.com)
Crypto
Support
- Stay up-to-date with all of our posts: sign-up for our daily e-mail. (abnormalreturns.com)
- Love Abnormal Returns? Then like (and follow) us on Facebook. (facebook.com)
- Support Abnormal Returns with an annual membership and get access to exclusive stuff. (abnormalreturns.com)
- Facebook ($FB) is bungling its response to its most recent scandal. Why portfolio managers will ultimately have to take note. (awealthofcommonsense.com)
- Will #deletefacebook become a thing. (thereformedbroker.com)
- The biggest risk to Facebook ($FB) is if people realize they can live without it. (lefsetz.com)
Finance
Funds
Economy
Earlier on Abnormal Returns
- Personal finance links: expensive travel teams. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: covering your alpha. (abnormalreturns.com)
Mixed media
