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Quote of the Day
"You don’t dig up a young tree every time storms. It needs time to grow. The roots can handle wind and rain and thunder. Likewise, a diversified portfolio needs time to grow, and can also withstand some discomfort."
(Michael Batnick)
Markets
Strategy
- Investment lessons learned from new parenthood. (bpsandpieces.com)
- How your portfolio is like a herd of goats. (rivershedge.blogspot.com)
- Intellectual property as a company moat. (signalee.com)
Companies
- Amazon's ($AMZN) acquisition of Ring has a positive side-effect: catching porch pirates. (vox.com)
- ViacomCBS can't compete based solely on increased scale. (redef.com)
Funds
Global
- Central bank moves are going in only one direction. (nytimes.com)
- Japan's big corporations are being "asked" to sponsor the Tokyo Olympics whether they want to or not. (ft.com)
- The uncertainty unleashed by Brexit is really beginning to bite. (economist.com)
Trade
- The trade war is now crimping investment plans. (economist.com)
- The WSJ editorial board cries Uncle over tariff-mania. (thereformedbroker.com)
- The Trump presidency seems to be driving a rebound in law school applicants. (finance.yahoo.com)
Economy
- The long decline in weekly unemployment claims seems to have stopped. (calculatedriskblog.com)
- New homebuilder confidence rose in August. (calculatedriskblog.com)
- This housing expansion is very different than in prior cycles. (marginalrevolution.com)
Earlier on Abnormal Returns
- Startup links: unicorn bonds. (abnormalreturns.com)
- Four expert takes on the inverted yield curve. (abnormalreturns.com)
- What you missed in our Wednesday links. (abnormalreturns.com)
- Personal finance links: it just doesn't matter. (abnormalreturns.com)
- Why legacy brands are like Ben Graham's proverbial cigar butts. (abnormalreturns.com)
