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Quote of the Day
"Many portfolios suggested in popular investment books and articles could be the result of data-mining and rely on the assumption that the future will be similar to the past."
(Michael Harris)
Markets
- Tech led the recent stock market decline. (ftalphaville.ft.com)
- International stocks have been falling for awhile already. (capitalspectator.com)
Books
- Lessons learned from Howard Marks' new book "Mastering the Market Cycle – Getting the Odds on Your Side." (25iq.com)
- Igor Tulchinsky "The UnRules: Man, Machines and the Quest to Master Markets" is a "captivating personal account." (readingthemarkets.blogspot.com)
- Six new books on the list for the Next Big Idea Club including "Farsighted: How We Make the Decisions That Matter the Most" by Steven Johnson. (heleo.com)
Companies
- Netflix ($NFLX) is not invincible. Disney ($DIS) and Apple ($AAPL) await. (aboveavalon.com)
- Apple's ($AAPL) video strategy is becoming somewhat clearer. (cnbc.com)
- Amazon ($AMZN) owes Wikipedia...big time. (slate.com)
Finance
- Markets don't work without short-sellers. (economist.com)
- Blackrock ($BLK) is creeping into private equity. (wsj.com)
Funds
- Bond ETFs are now a crucial part of institutional bond trading. (ft.com)
- The ETF Deathwatch for September 2018. (investwithanedge.com)
Economy
- Inflation is sitting at the Fed's target level. (calculatedriskblog.com)
- Weekly initial unemployment claims rose but are still at historically low levels. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Startup links: slowing deals. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: huge retirement gaps. (abnormalreturns.com)
