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Quote of the Day
"If you don’t own your track record, you are invisible to the world. You have no identity that you can project, either to protect yourself from false reputational claims or to elevate yourself with truthful reputational claims. You are, not a slave, but an indentured servant to those who DO own your public identity."
(Ben Hunt)
Chart of the Day
How we perceive various words on a positive to negative scale.
Markets
- In a few days the overhang of the midterm election will be gone. (dashofinsight.com)
- The financial media is filled simply with nonsense. (tonyisola.com)
Strategy
- Contrary to popular belief, bonds can outperform stocks over significant periods of time. (wsj.com)
- Crisis alpha is a tendency, not an iron law. (mrzepczynski.blogspot.com)
- Good advice: "Risk not thy whole wad." (pointsandfigures.com)
Companies
- The model for today's CEOs is much different in the #MeToo era. (wsj.com)
- Berkshire Hathaway ($BRK.A) is buying back shares. (wsj.com)
- How the top 100 global companies, by revenue, have changed over the past decade. (visualcapitalist.com)
Apple
- Apple ($AAPL) is no longer a tech disrupter. (wired.com)
- Apple ($AAPL) is working hard to make Maps a worthy Google ($GOOGL) competitor. (justinobeirne.com)
- You can love a company, even Apple ($AAPL) too much. (humbledollar.com)
Economy
- Urban Carmel, "The bond market agrees with the macro data." (fat-pitch.blogspot.com)
- The US workforce is missing a bunch of Millennial men. (bloomberg.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: the best things come in small packages. (abnormalreturns.com)
Mixed media
- Scott Galloway, "The rise in both digital media and mental health problems is correlated." (l2inc.com)
- Howard Lindzon, "It is a thrill for me to pay it forward or serve as an early supporter or adopter of people who are getting started that I believe in." (howardlindzon.com)
- Seth Godin, "Persistence can be selfish, but consistency is generous." (seths.blog)
