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Quote of the Day
"Asset allocation is a tool, just like a screwdriver, or discounted cash flow analysis for that matter. It is not a god, or demi-god."
(Jason Voss)
Chart of the Day
In December 2010 Meredith Whitney predicted near-term doom for the municipal bond market.
Markets
- 2018 has been all about multiple contraction. (thereformedbroker.com)
- Why get nasty, when it is Mr. Market who will decide any debate? (bloomberg.com)
- Notes From Capitalize For Kids Investment Conference 2018. (marketfolly.com)
Strategy
- All things considered, how often should you be checking your investment balances? (medium.com)
- On the differences (and similarities) of discretionary and systematic investing strategies. (integratinginvestor.com)
- How do you combat the role of luck in investing? (blog.validea.com)
Companies
Finance
- Looking for the next financial markets hiccup? Think leveraged loans. (ft.com)
- Stop the Wall Street intern hiring madness! (wsj.com)
Global
- The short term case for emerging markets. (disciplinedinvesting.blogspot.com)
- The long term case for emerging markets. (mrzepczynski.blogspot.com)
Economy
- Case-Shiller showed a 5.8% annual rise in home prices circa August. (calculatedriskblog.com)
- American households are carrying low levels of debt. (valueplays.net)
Earlier on Abnormal Returns
- Research links: the factor zoo. (abnormalreturns.com)
- Cash holders need a new drug. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: valuing competency. (abnormalreturns.com)
- Principles before process: how to write an investment policy statement. (abnormalreturns.com)
