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Quote of the Day
"The bottom line is that things don’t look great. But this also isn’t the second coming of the GFC. We shouldn’t be surprised that the stock market doesn’t go up every year and in fact, we need it to go down sometimes so that it can sustain the ups."
(Cullen Roche)
Markets
- Fear is crushing greed at the moment. (disciplinedinvesting.blogspot.com)
- Credit spreads are leading to lower stocks, not the other way around. (themacrotourist.com)
- US equity valuations are looking more attractive. (scottgrannis.blogspot.com)
- Every major asset class is in a drawdown. (capitalspectator.com)
- MLPs are down 43% from their all-time high. (sl-advisors.com)
Strategy
- Investing is the art of dealing with ambiguity. (mrzepczynski.blogspot.com)
- Financial market predictions are about sales and marketing, nothing else. (epsilontheory.com)
Companies
- Berkshire Hathaway ($BRK.A) as a bear market stock. (barrons.com)
- A long list of all of Amazon's ($AMZN) subsidiaries and brands. (wired.com)
- The biggest threat facing Facebook ($FB): nobody actually NEEDS Facebook. (500ish.com)
IPOs
Funds
Books
- Four must-read finance books from 2018 including "Thinking in Bets" by Annie Duke. (monevator.com)
- Daniel Drezner with some non-fiction book picks for 2018 including Michael Lewis' "The Fifth Risk." (washingtonpost.com)
- The 20 best audiobooks of 2018. (pastemagazine.com)
Economy
- The Chicago Fed National Activity Index rose in November. (advisorperspectives.com)
- A review of ten big economic questions for 2018 (calculatedriskblog.com)
- Where Americans are moving and why. (themoneyillusion.com)
Earlier on Abnormal Returns
- Adviser links: rewarding loyalty. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
