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Quote of the Day
"Diversity of thought makes us stronger, not weaker. Without diversity we die off as a species. We can no longer adapt to changes in the environment. We need each other to survive."
(Shane Parrish)
Chart of the Day
Today’s 30-year mortgage rates are still low by any historical standard. (via @charliebilello)
Strategy
- More data need not make for better decisions. (thereformedbroker.com)
- It's easy to let the political environment cloud your investment judgment. (etf.com)
- How Keynes changed his investment approach over time. (evidenceinvestor.com)
- Ten rules for forecasting. (blogs.cfainstitute.org)
Companies
- What's a bigger problem for self-storage companies: oversupply or Marie Kondo? (bloomberg.com)
- This bodes well for Pinterest's proposed IPO. (media.thinknum.com)
Finance
Fund management
Global
- The upside of index inclusion for Chinese company quality. (ftalphaville.ft.com)
- Is one big bad bank better than two smaller ones? Germany will find out if Commerzbank and Deutsche Bank merge. (ft.com)
Economy
Earlier on Abnormal Returns
- Adviser links: the rise of the independent. (abnormalreturns.com)
- What you may have missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
- The power of pyt: or how to care less. (abnormalreturns.com)
