Quote of the Day
"Twitter isn’t just a megaphone for bragging about yourself and insulting your enemies, real or imagined. All investors should appreciate that some financial thinkers have turned the social-media site into a force for enlightenment and fun—if you follow the right people."
(Jason Zweig)
Markets
- Why it makes sense that sell-side analysts may have decent short-term trade ideas. (morningstar.com)
- Muni bond issuance has almost ground to a halt. (wsj.com)
- Good luck finding a role for commodities in your portfolio. (wealthmanagement.com)
Amazon
- Amazon ($AMZN) is willing to incubate new brands, for a steep price. (wsj.com)
- Can Amazon ($AMZN) successful roll-out cashierless convenience stores? (bloomberg.com)
Companies
- Uber ($UBER) Eats is launching a restaurant accelerator to fill-in gaps in cuisine. (qz.com)
- Disney ($DIS) is many things, often contradictory. (ft.com)
Fund management
Global
- The lack of inflation is pretty much a global phenomenon. (topdowncharts.com)
- Canada has an agricultural labor shortage. (modernfarmer.com)
Cities
- The future of cities increasingly looks childless. (citylab.com)
- In New York City friendships run along subways lines. (wired.com)
- More e-commerce means more urban traffic. (bloomberg.com)
Economy
- Demand for (big) auto loans just keeps on trucking. (axios.com)
- Lower mortgage rates seem to be boosting home building. (barrons.com)
Earlier on Abnormal Returns
- Podcast links: peak podcast? (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: testing models. (abnormalreturns.com)
- Blogger wisdom: putting another edition in the books. (abnormalreturns.com)
