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Quote of the Day
"The problem here is that the term “ESG,” much like “hedge fund,” is a cartoon. It’s so general as to be meaningless. There’s an incredibly broad spectrum of ESG strategies and scoring methodologies out there."
(Demonetized)
Markets
- How worried should we be about falling consumer confidence? (blog.yardeni.com)
- Keep an eye on inflation expectations. (pensionpartners.com)
Strategy
- Stock picking contests attract eyeballs but aren't all that useful for readers. (bloomberg.com)
- Does value investing have a sector problem? (economist.com)
Apple
- Horace Deidu, "With almost a billion users, 90+% loyalty rate, 95% satisfaction, 120 million paid subscriptions and 75 million new users/yr, the analysis of Apple as a services company is becoming interesting." (asymco.com)
- Apple's ($AAPL) product roadmap is largely hidden at the moment. (howardlindzon.com)
- How to save money buying Apple ($AAPL) gear. (nytimes.com)
Finance
- When shareholder activism isn't enough...buy the whole company! (wsj.com)
- The ticker, POT, is up for grabs. (bloomberg.com)
Endowments
- The OCIO or outsourced CIO business is booming. (institutionalinvestor.com)
- Nick Kapur talks capital allocation with Bill Louis is Director of Investments at LICR Fund, Inc., (sumzero.com)
- Checking in on endowment fund performance from last year. (institutionalinvestor.com)
Funds
- Fee compression has in place for awhile now due in large part to Jack Bogle and his legacy. (etf.com)
- 'Smart beta' is coming for your fixed income fund. (bloomberg.com)
Global
Economy
Earlier on Abnormal Returns
- Startup links: shots on goal. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: conservation and efficiency. (abnormalreturns.com)
