Come see me (and the likes of Ken Fisher, Annie Duke and Ryan Holiday) at EBI West in June 24-26th in Dana Point, California. You will not be disappointed.
Quote of the Day
"Many bubbles are proclaimed, but few arrive. The word is not useful; rather than signal something extraordinary, it has come to mean "securities I don't like because they strike me as being too expensive."
(John Rekenthaler)
Markets
- The most important charts of the century to-date. (marketwatch.com)
- The amount time wasted on economic forecasting is stupendous. (ft.com)
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)
Amazon and Google
- Amazon ($AMZN) at the moment can do no wrong, but something always goes wrong... (slate.com)
- Why you need to value Amazon ($AMZN) in parts these days. (aswathdamodaran.blogspot.com)
- Amazon ($AMZN) is raising the price of Prime by $20 a year...because it can. (arstechnica.com)
- Why haven't Amazon ($AMZN) or Google ($GOOGL) gotten into financial services? (wsj.com)
- Brian Norgard, "Google Maps is air." (medium.com)
Retail
- What companies want these days is straight up, recurring revenue. (l2inc.com)
- How retail store locations play in today's online economy. (ftalphaville.ft.com)
Funds
- The downside of mutual funds: tax inefficiency. (humbledollar.com)
- Ying and yang: on the use of a low-vol strategy in a high vol asset, like emerging markets. (etf.com)
Global
Economy
Earlier on Abnormal Returns
- Podcast links: the power and the promise. (abnormalreturns.com)
- The most important charts of the century to-date, including our entry. (marketwatch.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: losing touch. (abnormalreturns.com)
Mixed media
