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Quote of the Day
"When looking a potential investment, don’t overthink this crucial factor. The company must be a winner in its marketplace in order to thrive."
(Eddy Elfeinbein)
Markets
- We are not in the midst of another Tech Bubble, a la Dotcom. (morningstar.com)
- Investors have been flocking to low beta of late. (crossingwallstreet.com)
- Average returns are rarely ever average. (independenceadvisors.com)
Investment management
- What institutional investors say they want out of their hedge fund investments. (mrzepczynski.blogspot.com)
- Seven big trends in investment management. (blogs.cfainstitute.org)
Companies
- Where is Tesla ($TSLA) going to get the capital it needs for new products? (ftalphaville.ft.com)
- Apple ($AAPL) is the only company that could give us an alternative to Facebook ($FB). (fastcompany.com)
- How the Amazon ($AMZN)-Apple ($AAPL) deal essentially kicked third-party resellers off of Amazon Marketplace. (theverge.com)
Funds
- Precidian Investments gets SEC nod for active, non-transparent ETF. (pionline.com)
- Why index funds are still under attack. (forbes.com)
- The past decade has been a disappointment for alternative funds. (morningstar.com)
Work life
- Three ways to help your employees without (necessarily) paying them more. (humbledollar.com)
- Why we all need some open space on our calendars. (heleo.com)
- How to be a better listener. (nytimes.com)
Economy
- The manufacturing trends are not great. (econbrowser.com)
- Secondary cities are beginning to get more love from tech. (bloomberg.com)
- Why, despite low unemployment, Americans have such great jobs anxiety. (nytimes.com)
- The demographics of America in 2040 look a lot different. (axios.com)
Earlier on Abnormal Returns
- Research links: modeling noise. (abnormalreturns.com)
- In today's Market Moment I discuss MGM buying UA and the current state of the media market. (shows.pippa.io)
- Busting the Bernstein Curve: equity funds are now more than 50% passive. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: raising the bar on protections. (abnormalreturns.com)
Mixed media
- How Antti Ilmanen's "Expected Returns" changed how Phil Huber thinks about investing. (bpsandpieces.com)
- Five books Bill Gates thinks you should be reading this Summer including: "Nine Pints: A Journey Through the Money, Medicine and Mysteries of Blood" by Rose George. (businessinsider.com)
- "My Father Left Me Ireland" by Michael Brendan Dougherty is "worth your time." (epsilontheory.com)
