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Quote of the Day
"I believe the recent volatility in stocks is the beginning of the end of the Four (Amazon, Apple, Facebook, and Google) moving in sympathy with one another."
(Scott Galloway)
Chart of the Day
Ed Yardeni’s fundamental stock market indicator hasn’t fallen off yet.
Markets
- A well-defined bearish sentiment level has been reached. (pensionpartners.com)
- Why does the stock market rise (and fall)? (pragcap.com)
Companies
- At what point does Netflix ($NFLX) stop taking on debt to fund content? (nytimes.com)
- What Tesla ($TSLA) did to confound its critics. (arstechnica.com)
- It's no surprise that Amazon's ($AMZN) advertising business is booming. (theatlantic.com)
- Why Apple ($AAPL) has chosen human curation over algorithms when it comes to news. (nytimes.com)
- Somebody impersonating you on Twitter ($TWTR)? Good luck trying to get it fixed. (bloomberg.com)
Fund management
- Is Dunbar's number the explanation why larger funds underperform smaller funds? (institutionalinvestor.com)
- A little factor analysis can explain the performance of this hot fund. (capitalspectator.com)
Global
- Global oil demand is NOT falling. (wsj.com)
- What we can learn from Australia's economic success. (economist.com)
Housing
- How home prices, and builder confidence, is reacting to higher mortgage rates. (calculatedriskblog.com)
- The loss of SALT deductions are putting pressure on home prices in the Northeast. (bloomberg.com)
Economy
- Q3 GDP came in at a 3.5% growth rate. (crossingwallstreet.com)
- A closer look at residential investment's affect on GDP growth. (calculatedriskblog.com)
- Some things to be concerned about in the Q3 GDP numbers. (econbrowser.com)
- The Chemical Activity Barometer eased in October. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Podcast links: throttling creativity. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: why money matters. (abnormalreturns.com)
