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Quote of the day
“The stock market is simultaneously forward-looking, backward-looking and maybe even sideways-looking so the fall in GDP is never going to line up perfectly with the decline in stocks.” – Ben Carlson
Chart of the day
What happens historically after the S&P 500 hits a new all-time high? (Irrelevant Investor)
Strategy
- Industry concentration helps explain the big gap between value and growth stocks of late. (morningstar.com)
- Why it's hard to pick individual stocks. (obliviousinvestor.com)
Companies
- Softbank investors are not happy with the WeWork bailout pushing the stock pushing the stock to levels seen in early 2017. (wsj.com)
- LVMH wants to buy Tiffany's ($TIF). (nytimes.com)
- Virgin Galactic ($SPCE) is now public traded. (cnbc.com)
- The Disney Plus streaming service starts with a big leg up: Disney's ($DIS). marketing prowess. (nytimes.com)
Big Tech
- Which anti-trust investigations should Big Tech be concerned with? (ft.com)
- Apple ($AAPL) is hoping to revive its home automation efforts. (bloomberg.com)
Advertising
- Why people hate advertising. (nytimes.com)
- Publishers are actually doing alright now on Snap ($SNAP). (digiday.com)
Warehouses
- Blackstone ($BX) now owns about 800 million square feet of industrial warehouses (wsj.com)
- Consolidation in the warehouse space continues with a big Prologis ($PLD) purchase. (ft.com)
Finance
Fund management
- More high-profile hedge fund managers are getting out of the business. (wsj.com)
- A real-time account of crisis mismanagement in investment management. (investmentnews.com)
- The ETF industry is increasingly competitive leaving funds get left by the wayside. (wsj.com)
- Investment firms have a hard time making their content readable. (ft.com)
China pushback
- Should the government's Thrift Savings Plan look to avoid Chinese stocks? (nytimes.com)
- Why there is such focus on China's SOEs. (wisdomtree.com)
Economy
- Remember the Fed? It's meeting this week. (thereformedbroker.com)
- The Chicago Fed National Activity Index slowed in September. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Adviser links: client-facing time. (abnormalreturns.com)
- Big life transitions happen whether we want them to or not. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
