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
"When two or more choices are available, often the simpler solution leads to better results. Sticking with a simple investment approach means it is less likely to fall apart, making it more robust than one that is complicated. "
(Daniel Sotiroff)
Chart of the Day
The MLP pool is getting drained which is a problem for the index providers.
Markets
- The US 5-year yields more than any developed market 10-year. (zerohedge.com)
- US mortgage rates hit a 7-year high. (wsj.com)
Strategy
- You can't snap your fingers and demand higher returns. (awealthofcommonsense.com)
- Markets don't give a flip about your wants and/or needs. (ritholtz.com)
- The best investors in world make (big) mistakes. (theirrelevantinvestor.com)
- Why you need to understand this chart. (mrzepczynski.blogspot.com)
Support
- Love Abnormal Returns? Then like (and follow) us on Facebook. (facebook.com)
- Stay up-to-date with all of our posts: sign-up for our daily e-mail. (abnormalreturns.com)
Crypto
Finance
- Be wary of overwrought narratives surrounding a hedge fund manager's purchase of a security. (ftalphaville.ft.com)
- On the many headwinds facing life insurers. (economist.com)
Funds
- Larry Fink isn't worried about the size of passive flows. (finance.yahoo.com)
- The relative decline of value has decimated hedge funds. (eastwestfunds.com)
- What active share tells us and more importantly what it doesn't about a fund. (morningstar.com)
Global
- Why Turkey's economic reckoning is so slow in coming is a bit of a mystery. (economist.com)
- The last thing farmers around the world need is higher fuel prices. (reuters.com)
Economy
- Does demography help predict inflation? (marginalrevolution.com)
- American women, except for the 40+ crowd, are having fewer babies. (theatlantic.com)
Earlier on Abnormal Returns
- Podcast links: exploring failure. (abnormalreturns.com)
- If you win the lottery, don't forget to cash the check. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: sending your deck. (abnormalreturns.com)
Mixed media
