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Quote of the Day
"The decisions we spend the most time on are rarely the most important ones."
(Shane Parrish)
August returns
- How major asset classes performed in August 2018. (capitalspectator.com)
- How tactical asset allocation strategies performed in August 2018. (allocatesmartly.com)
- The cost to holding developed and emerging market equities in 2018 has been significant. (mrzepczynski.blogspot.com)
Markets
- Major market tops are a process, not an event. (awealthofcommonsense.com)
- Algorithmic groupthink. Some analysts think algorithmic traders are trading in a similar fashion pushing stock prices around. (wsj.com)
Strategy
- Is real estate a non-correlated asset class? (awealthofcommonsense.com)
- Nine biases that value investors hold. (safalniveshak.com)
- Why we should consider Benjamin Graham the father of behavioral finance as well. (albertbridgecapital.com)
Companies
- Don't look now, but Amazon ($AMZN) is coming for online advertising. (nytimes.com)
- Supply and demand: the Permian Basin is no longer short of sand for fracking (wsj.com)
Funds
Global
- Apples and oranges: why you can't compare P/E ratios between emerging and developed markets, straight up. (wsj.com)
- Why so little has changed since the GFC. (ft.com)
Economy
- The ISM's factory index is at a 14-year high. (crossingwallstreet.com)
- How much of the investment boom is fracking related? (econbrowser.com)
Earlier on Abnormal Returns
- Research links: efficient financial contracting. (abnormalreturns.com)
- Adviser links: body language. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
