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Quote of the Day
"Statistics never work as well as we might hope. Since we’re humans, statistics don’t change minds. It’s the story we tell ourselves (and others) that do. Statistics are merely a consistent and reliable way to tell yourself a story that’s actually useful and resilient."
(Seth Godin)
Chart of the Day
The growth in Fiat’s market cap under Marchionne shows a big surge in the value of Ferrari ($RACE). (via @AlbertBridgeCap)
Markets
- BDCs have big yields. Investors likely don't know what they are getting into. (barrons.com)
- Earnings are great, but stocks aren't doing that much. (nytimes.com)
Strategy
- Great investors have great networks. (howardlindzon.com)
- Concentrated positions making holding onto through periods of volatility more difficult. (humbledollar.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
Finance
- Be worried: a look at structured notes on FANG stocks. (ftalphaville.ft.com)
- The telecom industry is going to look a lot different later this year. (barrons.com)
Funds
- Are there too many darn ETFs? (wealthmanagement.com)
- Another year, another year of weak hedge fund returns. (etf.com)
- Why do these sub-$50 million mutual funds still exist? (barrons.com)
Economy
- 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: random events. (abnormalreturns.com)