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Quote of the Day
"We cannot trade in disciplined ways if we live undisciplined lives...Trading well flows from living well."
(Brett Steenbarger)
Chart of the Day
August returns for long-term Treasuries are almost off the chart. (via @bespokeinvest)
Markets
- The S&P 500 dividend now exceeds the yield on the 30-year Treasury bond. (finance.yahoo.com)
- 10-year Greek government bonds now yield 1.83%!?! (ft.com)
Strategy
- What you don't own is as important as what you own. (safalniveshak.com)
- Our risk tolerances are in part governed by our formative experiences. (klementoninvesting.substack.com)
Crypto
Data and privacy
- Ring is building out a nationwide surveillance network with the help of police departments. (washingtonpost.com)
- Apple ($AAPL) is changing Siri privacy policies. (daringfireball.net)
- Your credit card transactions are a gold mine of data for marketers. (washingtonpost.com)
- How secure is your DNA data? (engadget.com)
Companies
- Why nobody talks (any more) about breaking up Microsoft ($MSFT). (truthonthemarket.com)
- Don't be surprised if the Apple ($AAPL) Card becomes a hit with consumers. (onezero.medium.com)
- Costco ($COST) could make a real dent in China. (msn.com)
Peloton
- Peloton is going public after having raised nearly $1 billion in venture capital. (news.crunchbase.com)
- Almost all fitness trend fizzle. Can Peloton buck history? (nytimes.com)
Finance
- Can private equity be effectively replicated? (institutionalinvestor.com)
- Outsourced trading is becoming de rigueur. (wsj.com)
Economy
Earlier on Abnormal Returns
- Personal finance links: when enough is enough. (abnormalreturns.com)
- The Swensen Portfolio, Financial Fraud and the Return Gap. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: magic factors. (abnormalreturns.com)
