Markets

• The flipside of a value stock bear market is a growth stock bubble. (barrons.com)
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• Just how big has the rotation in stocks been of late? (theirrelevantinvestor.com)
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• Investors hates long-short equity and macro hedge funds strategies of late. (institutionalinvestor.com)
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Strategy

• You can't win the investing race if you don't survive. (novelinvestor.com)
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• Four ways to rebalance your portfolio without paying additional taxes. (morningstar.com)
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• One investor's not-so-great experience with Bill Miller's Legg Mason Value Fund. (morningstar.com)
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Alterna-meats

• How Costco ($COST) is planning to enter the fake meat arena. (barrons.com)
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• McDonald's ($MCD) is now testing an alternative meat Beyond ($BYND) Burger. (news.yahoo.com)
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Companies

• Amazon ($AMZN) wants Alexa to follow you everywhere. (nytimes.com)
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• Why consumers love Apple's ($AAPL) 'walled garden.' (asymco.com)
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IPOs

• The vast majority of companies now going public are unprofitable. (ritholtz.com)
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• Peloton ($PTON) is now public. (barrons.com)
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Finance

• KKR ($KKR) keeps building up its internal capital markets business. (wsj.com)
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Fund management

• SEC passes new 'ETF Rule' which streamlines process for new funds to get to market. (etf.com)
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• The index fund revolution is not going to bypass bond funds. (msn.com)
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• How to spot a 'zombie ETF.' (wealthmanagement.com)
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Global

• Move over Big Mac Index, here comes the Starbucks Latte Index. (finder.com)
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MBA

• Is a MBA still worth it? (wsj.com)
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• MBA programs are boosting financial aid packages to stay competitive. (businessinsider.com)
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Economy

• Weekly initial unemployment claims are stuck at historical lows. (calculatedriskblog.com)
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• The Chemical Activity Barometer rose in September. (calculatedriskblog.com)
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Earlier on Abnormal Returns

• Startup links: valuations today. (abnormalreturns.com)
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• What you missed in our Wednesday linkfest. (abnormalreturns.com)
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• Personal finance links: blank checks for education. (abnormalreturns.com)
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• Filling the vacuum where status anxiety lives. (abnormalreturns.com)
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Mixed media

• Lessons from Mike Isaac's "Super Pumped: The Battle For Uber" are contradictory to say the least. (awealthofcommonsense.com)
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• How the puffy vest became a symbol of power. (businessoffashion.com)
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• HBO's 'Succession' isn't really about business. (vox.com)
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