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Quote of the Day
"(H)ere is an easy way to use a computer to help you forecast: open up a spreadsheet, note down what you believe today, and regularly revisit and reflect. The simplest forecasting tip of all is to keep score."
(Tim Harford)
Chart of the Day
Should we care that the number of US stock has fallen while the number of global stocks has risen?
Markets
- US REITs led the major asset class performance derby in May. (capitalspectator.com)
- On the spike in bond volatility. (jlfmi.tumblr.com)
Strategy
- Why fundamental managers have a hard time utilizing alternative data sources. (allaboutalpha.com)
- The confusion around share buybacks is many. (economist.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
- Which one of the Big Four tech companies ISN'T a nascent monopoly? (wsj.com)
- Amazon Web Services ($AMZN) is expected to keep taking share in the cloud. (wsj.com)
- Netflix ($NFLX) is the biggest company, by market cap, in the industry. But that doesn't mean it will dominate. (bloomberg.com)
Funds
Global
- The Chinese government is intervening to keep a lid on stock market volatility. (wsj.com)
- Bangladesh, Ethiopia, India and Mexico are the countries next up to benefit from a 'demographic dividend.' (bloomberg.com)
Economy
- It's hard to find much wrong with the economy at present. (thereformedbroker.com)
- It's hard to find anything amiss in the strong May NFP report. (calculatedriskblog.com)
- The May jobs report in 8 charts. (blogs.wsj.com)
Earlier on Abnormal Returns
- Podcast links: network effects. (abnormalreturns.com)
- What you missed in our Thursday links. (abnormalreturns.com)
- Startup links: welcoming with open arms. (abnormalreturns.com)
Mixed media
