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Quote of the Day
"Acting with prudence involves understanding (and admitting) what you don’t know — and discussing the inherent uncertainties involved in a strategy and its weaknesses, along with the arguments in favor."
(Tom Brakke)
Markets
- Some anecdotal signs investors are getting more cautious. (thereformedbroker.com)
- Google searches for the term 'bear market' spike before the actual bottom is in place. (athrasher.com)
- High yield muni bonds have had a good run of late. (wsj.com)
- Buy the unloved: what categories investors hated last year. (morningstar.com)
Strategy
- It's hard to make a case against international diversification. (awealthofcommonsense.com)
- In or out, is a horrible question to ask about an investment. (theirrelevantinvestor.com)
- Why you should have a written investment statement in place. (behavioralvalueinvestor.com)
- Optimization is overrated. (demonetizedblog.com)
Trading
- The Fly, " Trading for a living is not an ideal way to earn money, and it also is, simultaneously, a sublime way to ruin your life and embed yourselves into a permanent state of frantic misery." (ibankcoin.com)
- How to use cognitive and behavioral methods to improve trading. (forbes.com)
Companies
- Why Netflix ($NFLX) is so confident in its model. (stratechery.com)
- DTC brands are trying to stay off Amazon ($AMZN) despite its protestations. (digiday.com)
- Apple ($AAPL) Pay is inching closer to ubiquity in US retail. (venturebeat.com)
Finance
Funds
- What really drove the rise of indexing? (ritholtz.com)
- How the government shutdown is affecting the ETF industry. (etf.com)
- European ETF trading is increasingly going algorithmic. (ft.com)
Global
Economy
- If you don't understand inflation, you don't understand much. (bonefidewealth.com)
- Evidence that the US isn't building enough housing. (marginalrevolution.com)
Earlier on Abnormal Returns
- Research links: the inherent advantages of algorithms. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: barely budging. (abnormalreturns.com)
