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Quote of the Day
"Boredom begets action, and it’s usually less-than-well-considered action."
(Ben Hunt)
Chart of the Day
The valuation case for emerging (and developed) market equities relative to the US is still intact.
Markets
- By this measure 2018 has been an horribly bad year for investors. (bloomberg.com)
- How to think about spikes in the $VIX. (valueplays.net)
Strategy
- Don't let narrative distract you from the things that really drive stock prices. (albertbridgecapital.com)
- Patience and preparation are important for baseball players and traders, to boot. (allstarcharts.com)
Crypto
Amazon
- Amazon ($AMZN) throws down the free-shipping gauntlet this holiday season. (washingtonpost.com)
- Amazon ($AMZN) liked the HQ2 idea so much it is thinking of doing it twice over. (nytimes.com)
Finance
Funds
- Fulcrum-fees are the latest attempt to goose interest in active management. (wsj.com)
- A look at correlations among various factor ETFs. (capitalspectator.com)
Housing
- The Las Vegas real estate market seems to be cooling off. (calculatedriskblog.com)
- The CoreLogic September Home Price report shows an Increase of 5.6% year-over-year. (calculatedriskblog.com)
- Lumber prices are down 20% year-over-year. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: decaying signal strength. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: sold rather than bought. (abnormalreturns.com)
- You are never done being you. (abnormalreturns.com)
