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
"Being active is not the same thing as being good. A manager who wanders off and buys Venezuelan cryptocurrencies and pink-sheet stocks is being active, and actively stupid. "
(David Snowball)
April
- The energy sector led, by a lot, performance in April. (ft.com)
- How various tactical asset allocation strategies performed in April. (allocatesmartly.com)
- Managed futures are lagging badly in 2018. (rcmalternatives.com)
Markets
- Rising stock-bond correlations are putting pressure on risk-parity strategies. (ft.com)
- Consumer staples are having a bad couple of years. (crossingwallstreet.com)
- Why industries matter more than you think. (fortunefinancialadvisors.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)
Companies
- You don't see that every day: a $100 billion stock buyback plan from Apple ($AAPL). (theirrelevantinvestor.com)
- The big tech companies spend A LOT on employee stock compensation. (ftalphaville.ft.com)
- Amazon ($AMZN) is having an influence on cities that have already lost their bids for HQ2. (wsj.com)
- How is Facebook ($FB) going to pull off a move into dating? (om.co)
Finance
- Why China's unicorns are in a rush to go public. (wsj.com)
- These investors dominate the private debt market. (institutionalinvestor.com)
Global
Economy
Earlier on Abnormal Returns
- Personal finance links: choosing where to live. (abnormalreturns.com)
- Why the money management industry is on an path toward increasing automation. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: obsessed with volatility. (abnormalreturns.com)
Mixed media
