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Quote of the Day
"(W)hile ERP showed what was happening in the main office, and CRM what was happening in offices all over the world, experience management promises the ability to understand what is happening with customers directly. It is a perfect example of business using new technology and paradigms to their advantage."
(Ben Thompson)
Strategy
- Managers are always evolving. Not always for the better. (mrzepczynski.blogspot.com)
- On the downside of using data from a point in time, versus analyzing trends. (awealthofcommonsense.com)
Companies
- Apple ($AAPL) is a big part of the major stock indices. (thereformedbroker.com)
- Where is the bottom for GE ($GE)? (ftalphaville.ft.com)
Finance
- Softbank is going to IPO its Japanese mobile phone unit, in part, to reduce its debt load. (wsj.com)
- Where the alternative lenders stand now that their original thrust has changed. (ft.com)
Fund management
- Preston McSwain, "[Private equity] It’s just a form of equity management for which it’s hard to find good information on what true cash-on-cash, net of all fees, carry, expenses and other costs performance has really been." (blogs.cfainstitute.org)
- Only 25% of actively managed funds in Europe have outperformed the benchmark. (morningstar.co.uk)
- Some common questions about ETFs answered. (etf.com)
Economy
- The biggest risks to the US economy are not from a slowdown in housing. (ft.com)
- The Fed is trying to keep the economy on a 'slow simmer.' (bloomberg.com)
Earlier on Abnormal Returns
- Adviser links: meaningful investment discussions. (abnormalreturns.com)
- There is no single formula for success. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)