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Quote of the Day
"Do not mistake an excel spreadsheet with real time investing."
(Mikhail Samonov)
Chart of the Day
A model based on the historical yield curve shows a rising risk of recession.
Bonds
- Corporate bond trading is increasingly electronic and MarketAxess ($MKTX) is benefiting. (wsj.com)
- The advantage to muni bonds isn't what it once was. (etf.com)
- BBB-rated corporate bonds have been a standout performer YTD. (wsj.com)
Strategy
- Who has the most impressive long-term investment track record? (awealthofcommonsense.com)
- Global diversification is easier and cheaper than ever. (msn.com)
Companies
- A deep dive into the Harry Markopolos research on GE ($GE). (fortune.com)
- Apple's ($AAPL) wearables segment would be a Fortune 200 sized company based on trailing sales. (barrons.com)
- What does the new Amazon ($AMZN) "Top Brand" badge actually mean? (arstechnica.com)
Banks
- Why Berkshire Hathaway ($BRK.B) seemingly can't get enough bank stocks. (nytimes.com)
- Joe Weisenthal and Tracy Alloway talk with John Hempton about the bank margins, among other things. (overcast.fm)
Private equity
- Is Blackrock's ($BLK) move into private equity going to shift the cost curve down? (ft.com)
- Ample private equity, means record take private deals. (institutionalinvestor.com)
Global
Economy
- Elkhart, Indiana the RV Capital of the World is flashing a warning signal. (wsj.com)
- A lot of recession indicators are flashing a warning sign. (klementoninvesting.substack.com)
Earlier on Abnormal Returns
- Adviser links: befuddling retail investors. (abnormalreturns.com)
- Overcoming inertia and the default effect. (abnormalreturns.com)
- Talking the investment blogosphere on the Money Life with Chuck Jaffe. (abnormalreturns.com)
- Shifting the economic growth curve down: the demographics edition. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
