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Quote of the day
“What we’re seeing today isn’t a dot-com bubble. If anything, it’s a not-com bubble—a period of inflated expectations for companies that had no business being valued like pure tech companies in the first place.” – Derek Thompson
Chart of the day
If the economy is going to tank you are going to need to see weakness in housing. (@sentimentrader)
Strategy
- You can't count on the US stock market to outperform the rest of the world indefinitely. (morningstar.com)
- "Mean reversion is a powerful force." (novelinvestor.com)
Shoes
- There is huge debate about Nike's ($NKE) Vaporfly shoes in the running world. (nytimes.com)
- Why are stolen designs such a problem in the sneaker industry? (fastcompany.com)
Streaming
- Netflix's ($NFLX) top ten shows and movies over the past year holds some surprises. (nytimes.com)
- How streaming became just one more thing to manage. (latimes.com)
Health insurance
- Companies are increasingly having their employees travel for specialized medical care. (wsj.com)
- United Healthcare ($UNH) is directing patients away from hospitals. (axios.com)
Trading
- The SEC is (still) looking for ways to make it easier to trade small and mid-cap type stocks. (wsj.com)
- Charles Schwab ($SCHW) is going to allow the trading in fractional shares. (wsj.com)
Private equity
- Private equity secondaries used to trade at a discount, not any more. (institutionalinvestor.com)
- Why you should be wary of comparing the returns between public and private investments. (academicinsightsoninvesting.com)
Global
Economy
- American farmers have taken quite a hit in the tariff wars. (ritholtz.com)
- The gap between the cost to buy or rent a home keeps shrinking. (politicalcalculations.blogspot.com)
Earlier on Abnormal Returns
- Podcast links: a multi-disciplinary game. (abnormalreturns.com)
- What you missed in our Thursday linkfest. (abnormalreturns.com)
- Startup links: an infinite mindset. (abnormalreturns.com)
- Most everything we try will take longer and be harder than we think. You better have stamina to succeed. (abnormalreturns.com)
- We recently celebrated the fourteenth of anniversary of this blog. (abnormalreturns.com)
