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Quote of the Day
"We see Apple pulling away from the competition when it comes to grabbing real estate on our wrists and ears. The company has a good shot at doing the same in the battle for our eyes."
(Neil Cybart)
Fixed income
- Stocks have been consistently outperforming bonds for past five years or so. (capitalspectator.com)
- Comparing current rate on cash equivalents. (morningstar.com)
Markets
- Market panics are nothing new. (awealthofcommonsense.com)
- Short-sellers really have been under pressure of late. (capitalspectator.com)
Strategy
- Comparing how the CAPE and P/E ratios compare and what they say now. (econompicdata.blogspot.com)
- What it means to trust your investment process. (alphaarchitect.com)
- You can't have consistent returns with a consistent process. (mrzepczynski.blogspot.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
Finance
- Beware when PE firms pass companies back and forth. (ft.com)
- Hedge fund assets are flattish but fees are coming down. (institutionalinvestor.com)
- The reason why corporations are pulling pension fund contributions forward: taxes, baby. (wsj.com)
Quants
- Alternative data is great so long as the sources are legit. (economist.com)
- It's a good time to be a quant looking for a job. (wsj.com)
Global
Real estate
- Homebuilding just can't keep up with demand. (wsj.com)
- What people on NextDoor talk about. (theatlantic.com)
Economy
- Weekly initial unemployment claims suggest few layoffs. (calculatedriskblog.com)
- Manufacturers are still pretty optimistic. (disciplinedinvesting.blogspot.com)
- Negative economic 'noise' is on the rise. (topdowncharts.com)
Earlier on Abnormal Returns
- Startup links: making a go of it. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: starting small. (abnormalreturns.com)
Mixed media
