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Quote of the Day
"If you pick a dozen at random and go their websites, many will have a page or a section that is titled something like, “We are different.” But if you look through the sites, you’ll find that most aren’t any different at all."
(Tom Brakke)
Markets
- The bull market is NOT actually ten years old and YES it does matter. (bloomberg.com)
- Markets generate returns in 'fits and starts.' (ofdollarsanddata.com)
- Industrial and tech stocks continue to lead the market higher. (capitalspectator.com)
Strategy
- What's the difference between a 'market tilt' and 'market timing'? (mrzepczynski.blogspot.com)
- Twelve portfolio management principles. (humbledollar.com)
- Why booms in new technology often don't provide returns to early investors. (evidenceinvestor.com)
Companies
Finance
- The CME ($CME) is launching 'micro e-futures' on the S&P 500. (wsj.com)
- Now 'niche' private equity strategies are reaching mega-fund status. (institutionalinvestor.com)
ETFs
- Calls of the end of the ETF price war were premature. (theetfeducator.com)
- People love sector ETFs. (indexologyblog.com)
- Seed capital eventually gets pulled from an ETF. (wsj.com)
Global
Homes
- Americans now have more home equity than mortgage debt. (thebasispoint.com)
- A surge in IPOs may not move the needle on SF area real estate. (financialsamurai.com)
- Why your next home should be a condo. (nytimes.com)
- More golf courses are going to get repurposed. (fastcompany.com)
Economy
Earlier on Abnormal Returns
- Research links: the wayback file. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: RMD anxiety. (abnormalreturns.com)
- Why we, as a society, need to be willing to pay for real news. (abnormalreturns.com)
- More evidence that our brains are ill-suited to investing. (abnormalreturns.com)
Mixed media
- Seth Godin, "It’s not that difficult to write a headline that people click on. But a headline that people click on is rarely one that earns trust, sustained attention or action." (seths.blog)
- Yet another reason to follow Jonathan Clements: conflict-free advice. (humbledollar.com)
- Good luck trying to become an 'influencer' if your last name isn't Kardashian. (330ramp.com)
