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Quote of the Day
"Doing your job is not always the same as doing the work. The “soft stuff” might matter more than you think."
(Seth Godin)
Chart of the Day
Is everyone still underestimating the potential for Amazon ($AMZN)?
Markets
- Small cap outperformance YTD is notable. (crossingwallstreet.com)
- The muni bond market is tight. (wsj.com)
Strategy
- How to implement a (simple) momentum strategy. (theirrelevantinvestor.com)
- Don't mix religion and politics with your investing. (ritholtz.com)
- Good luck trying to shift your portfolio based on the changing relationship between stock and bond returns. (vanguardblog.com)
- On the benefits of strategic diversification. (mrzepczynski.blogspot.com)
Support
- Stay up-to-date with all of our posts: sign-up for our daily e-mail. (abnormalreturns.com)
- Love Abnormal Returns? Then like (and follow) us on Facebook. (facebook.com)
Crypto
Companies
Finance
- The proxy voting process is broken. (barrons.com)
- KKR's ($KKR) move to become a C-corp has been a success. (ft.com)
- The single-family rental home market is going upscale. (wsj.com)
- Stock buybacks provide executives with too much discretion. (wsj.com)
Hedge funds
- Why its so hard for hedge funds to keep their shareholder letters private. (institutionalinvestor.com)
- David Einhorn does a good job picking other hedge fund managers. (institutionalinvestor.com)
Economy
- Heavy truck sales keep chugging along. (calculatedriskblog.com)
- Measuring labor market slack is tougher than it seems on the face of it. (ftalphaville.ft.com)
Earlier on Abnormal Returns
- Adviser links: the downside of advice giving. (abnormalreturns.com)
- The media is great at blowing things out of proportion. (abnormalreturns.com)
- Making the subconscious, conscious when it comes to money. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
