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Quote of the Day
"A society in which individuals are largely responsible for funding their own retirements, and where many of them lack adequate retirement savings, will drive some percentage of them to weird places."
(Matt Levine)
Strategy
- Why REITs aren't that great a diversifier. (rcmalternatives.com)
- Why CEOs can't be a visionary and an optimizer at the same time. (intrinsicinvesting.com)
Finance
Alternatives
- Performance counts, not just fees. (bloomberg.com)
- Sovereign wealth funds continue to pour money into alternatives. (institutionalinvestor.com)
Fund management
- How institutions use bond ETFs. (etfstream.com)
- Michael S. Falk, "One of the great ironies of the investment business is that it is full of intelligent and creative business analysts who rarely focus their analytical skills on their own teams." (blogs.cfainstitute.org)
Economy
- Weekly initial unemployment claims are still way low. (calculatedriskblog.com)
- At present it is difficult to see the Fed changing course any time soon. (blogs.uoregon.edu)
Earlier on Abnormal Returns
- Startup links: why clarity matters. (abnormalreturns.com)
- Gradual braking and putting money under your mattress. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: true wealth. (abnormalreturns.com)
