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Quote of the Day
"Thoughtful investors continue to examine the features of markets they come to think of as permanent and immutable. They continue to think about the states of the world that may be embedded in their inferences. They are relentless in questioning how their personal experiences may be influencing the questions they ask, and the experiments they set up to answer them."
(Rusty Guinn)
Strategy
- Why the bull market debate is dumb. (pragcap.com)
- If value investing were easy, everybody would do it already. (blog.validea.com)
- Cutting corners in the short-term can lead to high cost down the road. (safalniveshak.com)
Cash balances
- Brokers are increasingly putting sweep clients into bank deposits and not money market funds. (wsj.com)
- Josh Brown, "You have to ask for the money market rate on your cash now. It won’t just be assumed." (thereformedbroker.com)
Commissions
- Just how big a deal is Vanguard's move to make ETF trading commission free? (riabiz.com)
- Discount broker stocks did not like Chase's ($JPM) move to free stock trading. (wsj.com)
Companies
- Why Facebook ($FB) has so much trouble dealing with fake news. (mondaynote.com)
- When it makes sense for companies to bypass the '30% tax' of Apple ($AAPL) and Google ($GOOGL). (avc.com)
Finance
- The OCC wants to fundamentally change how it does business. (wsj.com)
- CMBS are increasingly getting filled with retail property mortgages. (ft.com)
- When the next downturn comes, keep an eye on leveraged loans. (bloomberg.com)
Funds
Energy
Earlier on Abnormal Returns
- Personal finance links: clarity of purpose. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: diversified diversifiers. (abnormalreturns.com)
