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Quote of the Day
"Because you only get one life to live. You only get one chance at whatever the hell this is. You might as well live it for something you believe in."
(Nick Maggiulli)
Chart of the Day
If the year ended today, it would be the worst year for global diversified portfolios since 2008. (via @charliebilello)
Markets
- A look at how the stock market reacts to a first Fed rate cut. (themacrotourist.com)
- Every system defines a downturn differently: the case of crude oil. (rcmalternatives.com)
Strategy
- The stock market doesn't give a sh*t about you and your feelings. (awealthofcommonsense.com)
- Why you would not have invested with Warren Buffett back in 1969. (behavioralvalueinvestor.com)
- How to cultivate a 'latticework framework' for your thinking. (blogs.cfainstitute.org)
Crypto
Companies
- United Technologies ($UTX) is splitting into three companies. (wsj.com)
- GM ($GM) like Ford ($F) before it is doubling down on pickups and SUVs. (ftalphaville.ft.com)
Finance
Funds
- Investors love short-term bond ETFs. (etf.com)
- Zero fee index funds are giving institutional investors fodder to ask for lower fees. (institutionalinvestor.com)
Books
- Ten books Barry Ritholtz plans to read this Winter including "Gridiron Genius: A Master Class in Winning Championships and Building Dynasties in the NFL" by Michael Lombardi. (ritholtz.com)
- The Financial Times' best books of 2018 including "Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood and the World" by Tom Wright and Bradley Hope. (ft.com)
- The best non-fiction books of 2018 per Tyler Cowen. (marginalrevolution.com)
Housing
- Through September the Case-Shiller index showed a 5.5% year-over-year increase in home prices. (calculatedriskblog.com)
- Home mortgage delinquency rates are at historic low levels. (valueplays.net)
- The housing market in Dallas shows signs of slowing. (wsj.com)
Economy
- Lower oil prices need time to work their way through the economy. (themacrotourist.com)
- Occupational licensing is a bigger barrier to employment than currently thought. (papers.ssrn.com)
- Putting a GDP value on "free software" is harder than it looks. (ft.com)
Earlier on Abnormal Returns
- Research links: negative audit findings. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
