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Quote of the Day
"We can make it better” is a far better motto than, “we meet all the regulations."
(Seth Godin)
Markets
- The stock market bottomed ten years ago today. (twitter.com)
- For those of you who thought the muni bond market was going away any time soon. (wsj.com)
Strategy
Technology
- Unintended consequences: do we really understand what we are creating with technology? (feld.com)
- How these nine companies will affect how AI plays out over time. (venturebeat.com)
Companies
- The Feds were asleep at the switch while Luxottica effectively formed an eyeglass monopoly in the US. (latimes.com)
- Gaudy numbers are a big reason why share buybacks have become so controversial. (ft.com)
- The 100 most visible brands in the US ranked by reputation. (axios.com)
IPOs
- When the IPO window opens, companies whether they are ready are not feel a need to rush through. (bloomberg.com)
- A look at the historical evidence on IPO cycles. (evidenceinvestor.com)
Funds
- Motif and Goldman Sachs ($GS) have teamed up to launch five new thematic ETFs. (techcrunch.com)
- Checking in on the past decade's performance for target-date funds. (morningstar.com)
Economy
Earlier on Abnormal Returns
- Personal finance links: unpleasant experiences. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- (Monthly) ESG links: better leaders. (abnormalreturns.com)
- Research links: unseasonal patterns. (abnormalreturns.com)