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Quote of the Day
"I don’t know whether we’re supposed to run for the exits but we are at a point in time that I think is really challenging to that paradigm of an ever-growing debt relative to the carrying capacity."
(Paul Tudor Jones)
Markets
- Why 2019 and 2020 earnings estimates are too high. (blog.yardeni.com)
- TIPS-derived inflation measures keep falling. (capitalspectator.com)
Companies
- Why Berkshire Hathaway ($BRK.A) should add Jamie Dimon to the board. (brooklyninvestor.blogspot.com)
- Four lessons learned from the downfall of GE ($GE) and whether it can be turned around. (aswathdamodaran.blogspot.com)
Finance
Funds
- The ETF Deathwatch for October 2018. (investwithanedge.com)
- Why ETPs need better labeling rules/guidelines. (morningstar.com)
Economy
- Industrial production edge higher in October. (crossingwallstreet.com)
- In a hot economy, why is the housing market slowing? (nytimes.com)
- Another sign of a hot job market: one-call interviews. (wsj.com)
- Big cities are better at job-matching. (papers.ssrn.com)
Earlier on Abnormal Returns
- Podcast links: football, poker and fine dining. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: struggle porn. (abnormalreturns.com)
- There are no shortcuts to real news. (abnormalreturns.com)
- There is no single formula for success. (abnormalreturns.com)