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Quote of the Day
"Each of us, based on our understanding of ourselves, should have a normal position between 0 and 100. So, vis-à-vis our normal position, where should we be now? I think today we should be moderately tilted toward defense."
(Howard Marks)
Strategy
Finance
Funds
- Individual investors can safely ignore private equity and venture capital pitches. (nytimes.com)
- Stubbornness is not necessarily a good look for portfolio managers. (mutualfundobserver.com)
GFC
- 10 lessons from the financial crisis. (pragcap.com)
- Is the GFC relevant to markets today? (dashofinsight.com)
- Hank Paulson on how the GFC could have been even worse. (barrons.com)
- Four reasons for the GFC. (alephblog.com)
Economy
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
- The share of homes that are rented have fallen. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: the fabric of daily existence. (abnormalreturns.com)
