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Quote of the Day
"While it’s true that investing is “not rocket science”, I don’t think we should take that to mean it’s easy."
(Brendan Mullooly)
Chart of the Day
The energy sector has made a big round trip relative to the broader market. (chart via @charliebilello)
Markets
- Exxon Mobil ($XOM) has dropped out of the top ten S&P companies by market cap for the first time ever. (bloomberg.com)
- How tactical asset allocation strategies performed in August. (allocatesmartly.com)
Strategy
- This has been the key investment problem of the past decade. (mrzepczynski.blogspot.com)
- Our personal portfolios are personal for very different reasons. (blog.validea.com)
- How did FinTwit escape the worst of Twitter ($TWTR)? (cnbc.com)
Finance
- Are private equity firms ready to pounce on pipelines? (sl-advisors.com)
- Publicly traded, hedge fund-associated reinsurance companies have been a disappointment. (barrons.com)
Funds
Policy
- The case of the BOJ shows negative interest rates don't do anything to boost inflation expectations. (frbsf.org)
- Why the US economy needs more robust economic stabilizers. (pragcap.com)
- Is globalization really to blame for increasing income inequality? (ft.com)
- No matter how you slice it, inequality is on the rise in the US. (wsj.com)
- Women in the US are dropping out to take care of aging parents. (nytimes.com)
- Rent control doesn't always lower rents. (marginalrevolution.com)
Economy
- Some cities and towns have become 'worker deserts' because of low unemployment rates. (axios.com)
- New orders for heavy trucks have dropped off a cliff. (wsj.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: not feeling it. (abnormalreturns.com)
