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Quote of the Day
"I have zero problem with a clear-eyed vegan climatologist buying a financial product to express something about themselves. I have zero problem with the person on the other end of that making a buck from it. Or for feeling good about it, for that matter."
(Rusty Guinn)
Chart of the Day
GMO hates everything but international and emerging market equities.
Markets
- How should we think about bond world that no longer fits with past reality? (mrzepczynski.blogspot.com)
- Investors have been pulling money from leveraged loans funds all year. (ft.com)
- How much can you prepare in advance for a recession? (fattailedandhappy.com)
Strategy
- Paradigms shifts DO occur in markets. The problem is don't we realize it until they have already happened. (awealthofcommonsense.com)
- Doing the math on taxes when rebalancing your portfolio. (morningstar.com)
- Risk is not just a financial concept. (scheplick.com)
Companies
- Starbucks ($SBUX) has borrowed $1.6 billion for customers in the form of Starbucks card balances. (jpkoning.blogspot.com)
- Good riddance to Patrick Byrne, former CEO of Overstocks ($OSTK). (ritholtz.com)
- In the face of a coming IPO, SmileDirectClub has its detractors. (bloomberg.com)
GE
- Who is Harry Markopolos' mystery GE ($GE) short-seller? No one is saying. (finance.yahoo.com)
- SumZero’s CEO Divya Narendra sits down with Albert Meyer of Bastiat Capital to parse Harry Markopolos’ fraud claims against GE ($GE). (anchor.fm)
Fund management
ETFs
- A profile of the Vanguard U.S. Multifactor ETF ($VFMF). (morningstar.com)
- Looking for low absolute P/E ETFs? You're going to have to go overseas. (etf.com)
Economy
- Some other measures beyond the yield curve that can help forecast a recession. (mrzepczynski.blogspot.com)
- Is the inverted yield curve something we can ignore this time around? (bnnbloomberg.ca)
Earlier on Abnormal Returns
- Podcast links: branded podcast boom. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: lightning fast processes. (abnormalreturns.com)
- I recently spoke with Kevin (@ferventfinance) about hist post “It’s Okay to Like Your Paycheck” and the benefits of a regular paycheck in a world obsessed with outsized success. (abnormalreturns.com)
- Overcoming inertia and the default effect: the case of Thesaurus.com. (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)
