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Quote of the Day
"But the heart of true strategy is not about plans or proclamations or vision statements, it is about making the few key choices that enable you to serve customers in a distinctive and valuable fashion. It doesn’t matter if you call it strategy or “doing things.” These two business giants [Bogle and Kellher] were all about choices and when they made them, they chose distinctively."
(Roger L. Martin)
Markets
Strategy
- Investors can't ignore their cash holdings anymore. (morningstar.com)
- Three investing lessons from 2018. (etf.com)
Companies
- Will 5G really change all that much? (ben-evans.com)
- A simple fix to Apple's ($AAPL) iPhone issues. (500ish.com)
- Amazon ($AMZN) knows a lot about you. Now they are serving you ads. (nytimes.com)
- Does Tesla ($TSLA) have room to cut costs any further? (ftalphaville.ft.com)
Finance
- The IPO window is shut as long as the government is. (wsj.com)
- The secondary market for private equity is booming. (institutionalinvestor.com)
- Shouldn't we have 'seamless micropayments' by now? (wired.com)
Funds
Global
Economy
- Lumber prices have reversed course. (pensionpartners.com)
- A review of some NBER-approved recession indicators. (econbrowser.com)
Earlier on Abnormal Returns
- Adviser links: barely budging. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
