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Quote of the Day
"The internet rewards creators.
People under-estimate the benefits of creation and over-estimate the benefits of consumption.
Create more. Consume less."
(David Perell)
Markets
- China has led the global stock markets higher in 2019. (capitalspectator.com)
- A speculative chart crime. (ftalphaville.ft.com)
Strategy
- Am I diversified? The S&P 500 universe of companies generates a lot of its revenues from overseas. (morningstar.com)
- Why the debate of what constitutes 'alpha' is besides the point. (blog.validea.com)
- Eight lessons from Michael Mauboussin's "Think Twice: Harnessing the Power of Counterintuition." (etf.com)
Tools
- Handy tool: ETF data for journalists. (etfdb.com)
- Howard gets an in-depth demonstration of Koyfin. (howardlindzon.com)
- A bunch of fund letters all in one place. (minesafetydisclosures.com)
Companies
- Companies with slow, steady growth are not necessarily low-risk. (intrinsicinvesting.com)
- Zillow ($Z) keeps taking steps to become a one-stop shop for housing. (thebasispoint.com)
Finance
- Pinterest has filed for an IPO. (wsj.com)
- Flash crashes are becoming more common in the currency markets. (ft.com)
Funds
- Despite a decrease in AUM, privately held Fidelity, reported record profits. (wsj.com)
- Just because you can invest in a hedge fund doesn't mean you should. (evidenceinvestor.com)
- The Madoff trustee has amassed 76% of the money lost. (reuters.com)
Global
Economy
- The Fed doesn't understand why inflation remains so low. (bloomberg.com)
- Geography is still an issue for companies trying to fill jobs. (axios.com)
Earlier on Abnormal Returns
- Podcast links: the revenue spigot. (abnormalreturns.com)
- Warren Buffett’s (investing) brother from another mother. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: leadership vs. management. (abnormalreturns.com)
- Knowing the difference between off the rack and bespoke indices. (abnormalreturns.com)
