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Quote of the Day
"The names of yesterday’s stars fill today’s stories of those shutting down. Given that everyone has times when performance lags, there must be factors that contribute to an organization’s sustainability. Maybe they deserve our attention."
(Tom Brakke)
Market
- While everyone was paying attention to the FAANG stocks, Microsoft ($MSFT) has been outperforming. (mspoweruser.com)
- Finding an asset class with positive returns YTD isn't easy. (bloomberg.com)
- How worried should investors be that oil prices are falling? (dashofinsight.com)
Strategy
- Why its fruitless to try and explain why the stock market is correcting. (priceactionlab.com)
- Temperament, broadly defined, is an important aspect of investor success. (marketfox.org)
Crypto
Buffett
- Why Warren Buffett now owns Apple ($AAPL). (fortune.com)
- Warren Buffett loves bank stocks. (barrons.com)
Finance
Books
- The best economics books of 2018 including "The Myth of Capitalism: Monopolies and the Death of Competition" by Jonathan Tepper and Denise Hearn. (ft.com)
- Smithsonian scholars pick their favorite books of 2018 including "Tinker to Evers to Chance: The Chicago Cubs and the Dawn of Modern America" by David Rapp. (smithsonianmag.com)
- 100 notable books from 2018 including "Bad Blood: Secrets and Lies in s Silicon Valley Startup" by John Carreyrou. (nytimes.com)
Oil
- Oil prices are now down year-over-year. (calculatedriskblog.com)
- Why OPEC is largely powerless, the US is a net energy exporter. (wsj.com)
- Is the UK sitting under another Permian Basin? (bloomberg.com)
Economy
- If you want to worry about the economy, focus on these three things. (theatlantic.com)
- Americans are once again tapping their homes for cash. (wsj.com)
- A succinct summary of the holiday-shortened week. (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: legal loan sharks. (abnormalreturns.com)
