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Quote of the Day
"We live in a world where you can essentially invest in the global market portfolio of stocks, bonds, real estate, and commodities for very low cost.
Let me repeat that, you can buy one, or multiple ETFs that will give you access to the global market portfolio. And this portfolio sets a very high bar for historical risk adjusted performance."(Meb Faber)
Chart of the Day
Risk-on year-to-date in the US bond market.
- No sign of an earnings recession, yet. (politicalcalculations.blogspot.com)
- How long term charts can be deceiving to the viewer. (priceactionlab.com)
- A simple portfolio will get you most of the way toward your goals. (theirrelevantinvestor.com)
- Ways to be more defensive without market timing. (etf.com)
- Howard Marks on what defines a "great investment professional." (blogs.cfainstitute.org)
- Having meaningful 'skin in the game' gets tougher for PE managers when their funds are in the multi-billion dollar range. (institutionalinvestor.com)
- The SEC may loosen rules on companies talking to investors pre-IPO. (wsj.com)
- Startup, Say, wants to give individual shareholders more of a voice. (forbes.com)
- John Rekenthaler, "In summary, index corruption seems at this stage to be more theoretical than actual." (morningstar.com)
- Is the index fund fee war already over? (wsj.com)
- Money is pouring into the iShares MBS ETF ($MBB) this year. (investmentnews.com)
Earlier on Abnormal Returns
- Personal finance links: identifying your goals. (abnormalreturns.com)
- Knowing the difference between off the rack and bespoke indices. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: implementation shortfalls. (abnormalreturns.com)