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Quote of the Day
"It is in embracing the "path of most resistance" that we cultivate the will to sustain extraordinary efforts."
(Brett Steenbarger)
Chart of the Day
80% of domestic ETF assets are managed by just three firms. (via @pensionpartners)
March performance
- How the major asset classes performed in March 2019. (capitalspectator.com)
- March was a bond-kind of month. (mrzepczynski.blogspot.com)
Markets
Strategy
- The data on real estate as an 'investment' is kinda sketchy. (awealthofcommonsense.com)
- Stop paying attention to every little wiggle in the stock market. (theirrelevantinvestor.com)
- Five things forecasters could do to be a little more honest with themselves and others. (bloomberg.com)
- Why you should 'death clean' your portfolio. (mutualfundobserver.com)
Crypto
Companies
Finance
- The head of Bain Capital thinks many PE deals are taking on too much debt. (ft.com)
- Who's up for a four-hour drama about the life and times of Lehman Brothers? (institutionalinvestor.com)
IPOs
- What the IPO wave means for the startup scene. (avc.com)
- The Lyft ($LYFT) IPO has set the groundwork for the Uber IPO. (ft.com)
ETFs
- How ETFs work for everyone in the system. (blog.validea.com)
- ETF buyers the world over love dividend ETFs. (ft.com)
- Bond ETFs still make up less than 1% of the global bond market. (ft.com)
Global
- Saudi Aramco is officially the world's most profitable company. (bloomberg.com)
- The Bank of Japan is the biggest player in the country's ETF market. (ft.com)
Economy
- The ISM Manufacturing report for March ticked higher. (calculatedriskblog.com)
- A good explanation why it's easier to invert the yield curve these days. (svrn.co)
- The housing market has become more of a buyer's market. (wsj.com)
Earlier on Abnormal Returns
- Adviser links: chasing security. (abnormalreturns.com)
- The power of asking the right question. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
