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Quote of the Day
"In everything you do, you’re either playing a short term or long term game."
(Shane Parrish)
Markets
- Better than expected Q3 earnings did little for companies share prices. (wsj.com)
- Hurricane Michael wiped out 5 million of acres of timberland in the South. (wsj.com)
- The biggest rallies come during bear markets. (allstarcharts.com)
- Never tempt the market gods...never. (ritholtz.com)
Strategy
- Ryan Krueger, "Too often smart people would rather try to figure out the markets, than make money in the markets. Human nature hardwires us with an ego wanting to BE right." (kc-roi.com)
- Why timing the market is so hard: good and bad days bunch together. (alvarezquanttrading.com)
- A recap of what went down at Stocktoberfest West 2018. (marketwatch.com)
Companies
- What IBM ($IBM) is trying to do with the Red Hat ($RHT) acquisition. (stratechery.com)
- The big CPG companies, like Clorox ($CLX), have seemingly run out of room for growth. (cnbc.com)
- What levers does Amazon ($AMZN) still have to pull? (thereformedbroker.com)
Fund management
- "There are about 2.5% fewer mutual funds today than there were at the end of 2015." (morningstar.com)
- The top 20 asset management firms now control a record 43% of AUM. (institutionalinvestor.com)
- Active management can only survive by going back to the future. (essentia-analytics.com)
- This REIT could become the first passive-majority owned company. (etf.com)
Global
- China's tech investment boom has cooled off considerably. (wsj.com)
- Berkshire Hathaway ($BRK/A) has invested heavily in two payment companies based in the emerging markets. (wsj.com)
- You would think active management would work in emerging markets... (etf.com)
Economy
- The Fed is not yet sympathetic to market volatility. (blogs.uoregon.edu)
- Efforts to inhibit worker mobility are bad for the economy. (ftalphaville.ft.com)
Earlier on Abnormal Returns
- Adviser links: valuing competency. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- Principles before process: how to write an investment policy statement. (abnormalreturns.com)
