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Quote of the Day
"The most important thing investment managers can do when communicating with clients is to set realistic expectations, and if they can emphasize the limitations of a strategy, then that’s even better."
(Michael Batnick)
Strategy
- The time to think about a bear market is before it actually occurs. (marketfox.org)
- A look at the principles Peter Lynch used to manage the Magellan Fund. (fortunefinancialadvisors.com)
- Some financial news you will NEVER read in practice. (collaborativefund.com)
- How to fight confirmation bias. (blog.validea.com)
Crypto
- A big profile of Olaf Carlson-Wee of the biggest crypto hedge fund Polychain Capital. (wsj.com)
- When a bubble burst, there are inevitably casualties. (money.cnn.com)
- How many more crypto enthusiasts are there to give up? (howardlindzon.com)
Companies
Finance
Fund management
- Jamie Dimon, "Get over it. It’s been happening your whole life. Costs have always been coming down – for trading, for asset management, for investing." (thereformedbroker.com)
- The ETF Deathwatch for August 2018. (investwithanedge.com)
GFC
- Why did nobody go to jail? (ritholtz.com)
- The US economy has recovered from the financial crisis. So why are the architects of the recovery so reviled? (nytimes.com)
- Don't forget the role the regulators played in this mess. (calculatedriskblog.com)
Economy
- The percentage of Americans working in food/drink service continues to grow. (qz.com)
- Echoes of the housing boom: North Las Vegas is hot, hot, hot. (nytimes.com)
- How hurricanes affect economic growth. (calculatedriskblog.com)
- Don't blame the US for the emerging economies woes. (ftalphaville.ft.com)
Earlier on Abnormal Returns
- Personal finance links: complicated emotions. (abnormalreturns.com)
- ESG links: name changes. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: advice worth paying for. (abnormalreturns.com)
