Did you know you can stay up-to-date with all of our posts via our daily e-mail newsletter? Sign up today!
Quote of the Day
"We just have to stop thinking that next year things are going to be normal."
(James Bullard)
Markets
- Swipe left on anyone trying to get you to trade exotic derivatives online. (markets.businessinsider.com)
- Why it might take a good old fashioned bear market to see value stock outperformance. (klementoninvesting.substack.com)
- Restrictions on short sales are counterproductive. (marginalrevolution.com)
Strategy
- Nick Maggiulli, "The market is always changing. What constitutes the S&P 500 is in flux every single year." (ofdollarsanddata.com)
- Good luck using the yield curve to time the stock market. (awealthofcommonsense.com)
- A closer look at a portfolio based on David Swensen's recommended asset allocation. (humbledollar.com)
Companies
- Microsoft Teams is the biggest threat to Slack ($WORK). (fortune.com)
- What are Apple's ($AAPL) goals with the new Apple Card? (asymco.com)
- All signs point to a successful launch for Disney+. (finance.yahoo.com)
- Hotel companies have piled on the number of brands they operate in the past five years. (nytimes.com)
Funds
- Manager RFPs are getting longer and more detailed. (institutionalinvestor.com)
- Pennsylvania Treasurer Joe Torsella is none too happy with private equity. (institutionalinvestor.com)
- Norway's sovereign wealth fund is moving toward pure market cap weights. (msn.com)
Global
- How would a no-deal Brexit affect UK investors? (monevator.com)
- People are moving out of Paris. (ft.com)
Economy
- A model showing the drop in RV sales shows a high probability of a recession. (econbrowser.com)
- There is not a lot of talk in the US about energy instability. (blog.brinkercapital.com)
- How Americans make (and spend) their money. (visualcapitalist.com)
Housing
- The Case-Shiller: National House Price Index showed a 3.1% year-over-year increase in June. (calculatedriskblog.com)
- "This year will probably be the best year for new home sales since 2007." (crossingwallstreet.com)
- Housing should be a positive for the economy in the second half. (calculatedriskblog.com)
- Millennials don't necessarily want Baby Boomer properties, like luxury ranches. (businessinsider.com)
Earlier on Abnormal Returns
- Research links: magic factors. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: bypassing DIY. (abnormalreturns.com)
