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
"The most successful people I’m seeing have the blinders on...they are actually creating their own content. They are controlling the narrative, not handcuffed to it."
(JC Parets)
Chart of the Day
Keeping it simple: why 10-year Treasury yields are on the rise.
Strategy
- Cash is looking better every day. (wealthmanagement.com)
- REITs are trading at a big discounts to their NAVs. (wsj.com)
- The value factor isn't really correlated with much macro stuff. (blogs.wsj.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)
Finance
- Companies attempting share buybacks are regularly front-run. (reuters.com)
- Why MLPs are converting back into C-corps. (sl-advisors.com)
Global
Economy
- "(T)he U.S. economy is still growing solidly with some signs that inflation is starting to pick up." (econbrowser.com)
- "The homeownership rate rose last year for the first time in 13 years." (blogs.wsj.com)
- How to make a scary debt chart...include no context. (dashofinsight.com)
- A succinct summary of the week's most important economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on Abnormal Returns. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: disrupting PE. (abnormalreturns.com)
Mixed media
