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Quote of the Day
"Everyone is too well-informed to be happy."
(Ben Carlson)
Markets
Strategy
Uber
- How you value Uber ($UBER) depends on what business you think it is in. (aswathdamodaran.blogspot.com)
- Comparing Uber ($UBER) to Lyft ($LYFT). (avc.com)
Private equity
- KKR ($KKR) is now focused on messing with Japan's old guard. (ft.com)
- Quants are trying to break into private equity. (ft.com)
China
- On the prospects for growth in ETF use in Greater China. (etf.com)
- Global asset managers are badly looking for a way into China's wealth management market. (ft.com)
Economy
- There is good evidence that the tax law changes have had an effect on the slowdown in housing activity. (libertystreeteconomics.newyorkfed.org)
- The estate tax is a non-issue for most Americans. (ritholtz.com)
- The momentum to leave high tax states like New York is growing. (ft.com)
Earlier on Abnormal Returns
- Adviser links: you do you. (abnormalreturns.com)
- I recently spoke with Ashby Daniels about overcoming your reluctance to spend in retirement. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)