Quote of the Day
"Everything we think we understand throughout history is probably at least a little wrong. One of the reasons there are holes in what we know about history is because it’s impossible to ever truly understand everyone’s motives."
(Ben Carlson)
Markets
- If emerging markets don't converge with developed, are they still worth investing in? (ft.com)
- Muni bond investors should not ignore regional economic trends. (schwab.com)
Strategy
- Your portfolio is less diversified than you think. (demonetizedblog.com)
- Why you should be wary of making big portfolio allocation changes. (yourbrainonstocks.com)
- Why investing is a great career - it can never be solved. (blog.validea.com)
Crypto
Companies
- iHeartRadio ($IHTM) has emerged from bankruptcy and is once again publicly traded. (wsj.com)
- How design will work at Apple ($AAPL), post-Jony Ive. (aboveavalon.com)
- Facebook's ($FB) ESG ratings are in free fall. (etf.com)
Netflix
- Growing competition is making Netflix ($NFLX) shareholders skittish. (finance.yahoo.com)
- Netflix ($NFLX) is focusing on its overseas growth. (theverge.com)
- Netflix's ($NFLX) is the new place to see and be seen in Hollywood. (nytimes.com)
- Netflix ($NFLX) is rebuilding the studio system. (mattstoller.substack.com)
Finance
- Mega PE funds, on average, perform pretty much in line with the S&P 500. (wsj.com)
- As alternative investing grows, so grows the interest in secondary funds. (pionline.com)
Fund management
- Ten factors that help predict investment team success. (blogs.cfainstitute.org)
- Asset management M&A often fails for the same reason as M&A in general. (institutionalinvestor.com)
Economy
- Weekly initial unemployment claims are still at historically low levels. (calculatedriskblog.com)
- Some 37% of American households own their house 'free and clear.' (bnnbloomberg.ca)
Earlier on Abnormal Returns
- Startup links: testing models. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: judicious use of our money. (abnormalreturns.com)
- Blogger wisdom: putting another edition in the books. (abnormalreturns.com)
