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Quote of the Day
"The bottom line is that despite a legion of attempts, there is no real case against buybacks, let alone enough to blame them for all sorts of economic ills. Much of the criticism is innumerate nonsense."
(Cliff Asness)
Strategy
- The contrarian case for emerging markets. (economist.com)
- The current slope of the yield curve is no reason to dump stocks. (bloomberg.com)
- On the parallels between personality traits and investment factors. (marketfox.org)
Companies
- Apple's ($AAPL) exemplary customer service has not scaled. (500ish.com)
- Rising temperatures are going to provide a headwind to companies combating pests. (hardingloevner.com)
Funds
- Comparing the all-in costs of low-fee index mutual funds and ETFs. (etf.com)
- Joel Greenblatt's Gotham Index Plus fund has bested the S&P 500 over the past three years. (barrons.com)
- In the desperate search for uncorrelated assets, litigation finance is now a full-blown thing. (economist.com)
Sleep
- Tesla ($TSLA) CEO Elon Musk needs a good night of sleep. (slate.com)
- Investors, like everyone else, need to get their sleep. (marketwatch.com)
- College kids need to pay attention to their sleep. (nytimes.com)
Global
- How Turkey's crisis is playing out relative to prior emerging market blowouts. (ftalphaville.ft.com)
- Inflation in Canada is stirring. (bnnbloomberg.ca)
Economy
Earlier on Abnormal Returns
- Podcast links: the new Moneyball. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: changing the world. (abnormalreturns.com)
