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Quote of the Day
"Ninety-five percent of survey respondents said competition around management fees was the biggest challenge they faced – beating out passive investments, which 89 percent cited as a top concern."
(Alicia McElhaney)
Markets
- Over the past five years its US stocks and everything else. (capitalspectator.com)
- High consumer confidence is not a great sign for the stock market. (pensionpartners.com)
- This is an important number not included in the stock pages. (elmfunds.com)
Strategy
- Howard Lindzon, "If you want to be a great investor, a constant curation of who you follow will make you more money with less stress, time and aggravation than trying to be the first to find and act on news or tips." (howardlindzon.com)
- Investing based on headlines, is letting the tail wag the dog. (blog.validea.com)
- Why doom-and-gloomers get all the headlines. (mathinvestor.org)
Companies
Analysts
- It's a great time to be a biotech analyst on the Street. (wsj.com)
- Why credit analysts should listen in on corporate earnings calls. (institutionalinvestor.com)
Fund management
Global
Economy
- Forget 2-10s, this measure if a better indicator of a recession. (ritholtz.com)
- Weekly initial unemployment claims are hanging out at historical lows. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Startup links: customer churn. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: having humility. (abnormalreturns.com)
- Luck, mentorship and paying it forward. (abnormalreturns.com)
- Luck, success and the fundamental attribution error. (abnormalreturns.com)
Mixed media
- The "Lure of Certitude" is a dangerous one for academics of all stripes. (bloomberg.com)
- Karla Starr, "Many times, the only thing that introverts might be doing wrong in social situations is incorrectly assuming that others are being as hard on us as we are on ourselves." (quietrev.com)
- Tomorrow isn't promised to anyone. (pointsandfigures.com)
