Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good stuff when it comes out.
Quote of the Day
"The thesis here is that investors, over time, will achieve higher returns with a set-it-and-forget-it 35/65 portfolio than in a more volatile portfolio of mostly stocks that induces suboptimal investor behavior."
(Jared Dillian)
Markets
Strategy
- Vee bottoms are kryptonite for tactical strategies. (theirrelevantinvestor.com)
- There is only so much you control, the rest you have to treat with benign neglect. (collaborativefund.com)
Amazon
- A more open Amazon ($AMZN) means more counterfeit goods and fake reviews. (recode.net)
- Amazon ($AMZN) is killing off the Dash button. (venturebeat.com)
Companies
Finance
- It's just a matter of time before the big tech companies expand into financial services. (morningstar.com)
- Affiliated SPVs are always a red flag. (wsj.com)
Fund management
- MSCI ($MSCI) is moving forward with its plan to boost China's share in its emerging market indices. (reuters.com)
- Why some ETFs may change exchanges (and market makers). (bloomberg.com)
- How institutions are using bond ETFs and what might be holding them back. (blogs.cfainstitute.org)
- Tough times for publicly traded asset managers. (institutionalinvestor.com)
Global
- Will the emerging-developed market gap ever close? (theirrelevantinvestor.com)
- Gross National Happiness is great in theory but only is interesting in the details. (ft.com)
Economy
- The ISM Manufacturing report for February 2019 dropped to 54.2. (calculatedriskblog.com)
- Immigrant-founded companies are more innovative than US-born entrepreneurs. (papers.ssrn.com)
- Millennials are not necessarily flocking to the so-called 'superstar cities.' (city-journal.org)
- Why 'crony capitalism' is generating a backlash. (ritholtz.com)
Earlier on Abnormal Returns
- Podcast links: evidence-based optimism. (abnormalreturns.com)
- The 2019 Credit Suisse Global Investment Returns Yearbook is here! (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: unicorns and minotaurs. (abnormalreturns.com)
- A personal-finance focused index card for young adults. (abnormalreturns.com)
