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Quote of the Day
"Natural gas is in many ways a bigger U.S. success story than crude oil. Its abundance ensures continues low prices, supporting both exports as well as cheaper domestic electricity than most OECD nations."
(Simon Lack)
Markets
- January was the complete opposite of December, return-wise. (zerohedge.com)
- How tactical asset allocation strategies performed in January. (allocatesmartly.com)
- Risk-on. January was a big month. (mrzepczynski.blogspot.com)
- Cyclicals and biotechs are outpeforming. (stockcharts.com)
Strategy
Companies
- Want to ask Jack Dorsey an earnings-related question? (thereformedbroker.com)
- What do you think of the Jack Dorsey apology tour? (howardlindzon.com)
Funds
- It's hard to ignore the relative tax-efficiency of ETFs vs. mutual funds at tax time. (barrons.com)
- Managed futures performance of late has been nothing short of disappointing. (fa-mag.com)
Global
MMT
- Everything you were afraid to ask about MMT, answered. (themacrotourist.com)
- The pros and cons of MMT. (pragcap.com)
Economy
- The labor market continues to improve. (scottgrannis.blogspot.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: digital minimalism. (abnormalreturns.com)
