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Quote of the Day
"Time is money, but learning new skills through hard work is time well spent. There is no substitute for hard work."
(@rampcapitalllc)
Markets
- Some weird stuff happens on the last trading day of the quarter. (quantifiableedges.com)
- Just how overbought are global markets? (capitalspectator.com)
- Negative yield corporate bonds are back in Europe. (ft.com)
- A real world example of how momentum has (not) worked of late. (morningstar.com)
Strategy
- Information that "requires immediate action" is rare indeed. (collaborativefund.com)
- How much private equity is TOO much? (mrzepczynski.blogspot.com)
- How much manager transparency is necessary to engage in effective due diligence? (researchpuzzle.com)
Airpods
- The second version of Airpods are better but still have some drawbacks. (theverge.com)
- Airpods are essentially unrepairable. (theverge.com)
Finance
- M&A volume was up in Q1 2019 but crossborder transaction volume declined. (ft.com)
- An Apple-branded, Goldman Sachs ($GS) backed credit card would have been unimaginable just a few years ago. (ft.com)
IPOs
- Lyft ($LYFT) is now a publicly traded company. (nytimes.com)
- On the similarities between today's Unicorns and the Dotcom bubble. (newyorker.com)
Real estate
- Time to think about re-financing your mortgage. (thebasispoint.com)
- You can buy a Spanish 'ghost village' on the cheap. (bloomberg.com)
Economy
- IPOs and home equity are two potential reservoirs of spending. (bloomberg.com)
- Why is US inflation so (persistently) low? (economist.com)
- Raise.the.gas.tax. (ritholtz.com)
Earlier on Abnormal Returns
- Podcast links: unfollowing your passion. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: a strong finance function. (abnormalreturns.com)
Introverts
- Introverts are good 'questionologists.' (quietrev.com)
- How introverts can better prepare for a job interview. (fastcompany.com)
