Subscribe! Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good stuff when it comes out.
Quote of the Day
"The most egregious valuation mistake that I see investment professionals make is mistaking pricing for valuation. Most investment professionals don’t do valuation, they do pricing."
(Aswath Damodaran)
Chart of the Day
Take of that what you will: real assets look cheap relative to financial assets.
Markets
- To say that this week was action-packed is an understatement. (dashofinsight.com)
- A list of things that could keep you up at night including financial conditions in Asia. (mrzepczynski.blogspot.com)
Strategy
- Earnings surprises have become so pervasive that they have lost their meaning. (blogs.wsj.com)
- Seven traits that great investors share. (athrasher.com)
- The ultimate list of the most useful accounts for Finance Twitter. (sentimentrader.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)
Oil
- Why the energy business has always been cyclical: "the slow supply-side response function." (sl-advisors.com)
- Given all the challenges, I would not want the job of CEO of ExxonMobil ($XOM). (wsj.com)
Companies
- AT&T ($T) is going to screw up HBO. (l2inc.com)
- Apple ($AAPL) still has a chance to become the dominant mobile payment provider. (slate.com)
Private companies
- Some of the most interesting technology stories are happening outside of the purview of public markets. (howardlindzon.com)
- Why we need a new class of stock. Call it semi-private or semi-public. You pick. (k9ventures.com)
Asset allocation
- Tim Gray, "The balanced fund is the vintage bicycle of investing." (nytimes.com)
- Is risk-parity a better asset allocation mousetrap? (bloomberg.com)
Global
- Norway is an economic standout in Europe, especially their Millennials. (bbc.com)
- A short history of US trade wars. (visualcapitalist.com)
Economy
- Why this economic expansion could easily turn into the longest in US history. (calculatedriskblog.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: a computational task. (abnormalreturns.com)
