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Quote of the Day
"The man who once made cotton the most traded commodity on Earth didn’t make any money off of it."
(Nick Maggiulli)
Chart of the Day
Cyclical stocks, up until this week, have been badly lagging defensive stocks. (via @bespokeinvest)
Markets
- What if the bear market is already over? (crossingwallstreet.com)
- Bear market bottoms come in all shapes and sizes. (theirrelevantinvestor.com)
- How this drawdown compares to history. (capitalspectator.com)
Strategy
- The ten-year asset allocation matrix updated through 2018. (awealthofcommonsense.com)
- Seven great financial truisms from the wayback file. (moneyweek.com)
Companies
- Their order might change, but the big four tech companies are cemented at the top of the market cap table. (wsj.com)
- Amazon ($AMZN) wants to send you free stuff...kinda, sorta. (axios.com)
- A look at Apple's ($AAPL) changing unit economics. (asymco.com)
Finance
Funds
Global
Economy
- Could a falling stock market kick off its own recession? (thereformedbroker.com)
- Labor shortages are not pretty much nationwide. (reuters.com)
- Low inflation keeps the pressure off the Fed to keep raising rates, for now. (blogs.uoregon.edu)
- Small business owners are still having a hard time finding workers. (calculatedriskblog.com)
- Trump as an economic wild card for 2019. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: domain expertise. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: phrasing your response. (abnormalreturns.com)
