Did you know you can stay up-to-date with all of our posts via our daily e-mail newsletter? Sign up today!
Quote of the Day
"If we’re all going to keep consuming the same content, and the same companies are going to keep making the content and delivering it to our homes, how much could we reasonably expect prices to fall? Someone has to pay the bills."
(Josh Barro)
Markets
- Why you are wasting your time if you are trying to discount 2020 politics into your investing at this time. (brooklyninvestor.blogspot.com)
- Why do investors always seem to forget the basic rules of business? (bnnbloomberg.ca)
- Value is cheap relative to momentum. (ritholtz.com)
Banks
- Lazard's ($LZ) has been losing share in M&A to a host of boutiques. (ft.com)
- A big profile of Goldman Sachs ($GS) one year into CEO David Solomon's tenure. (fortune.com)
Finance
- Currency trading volume keeps growing. (mrzepczynski.blogspot.com)
- Charles Schwab ($SCHW) added 142,000 brokerage accounts in October. (markets.businessinsider.com)
Fads
- How to spot an investing fad. (evidenceinvestor.com)
- How much of the interest in ESG is just a fad? (alephblog.com)
ETFs
- How to analyze strategic beta ETFs. (morningstar.com)
- The ETF Deathwatch for October 2019. (investwithanedge.com)
- ETFs are not an asset class, they are an investment wrapper. (blogs.cfainstitute.org)
Sports media
- Deadspin thrived because it wasn't all about sports. (nytimes.com)
- Another sign that sports media and sports betting are merging. (variety.com)
- How much should we care that ESPN personalities were tweeting about the Disney+ launch? (slate.com)
Global
- China's venture capital boom seems to be over. (wsj.com)
- Alibaba ($BABA) is not playing around with its HK listing. (wsj.com)
Debt
- Household debt is not as bad as it appears. (awealthofcommonsense.com)
- Just looking at debt levels doesn't tell you a whole lot. (pragcap.com)
Economy
- Weekly initial unemployment claims ticked higher from a low base. (calculatedriskblog.com)
- The Fed is on hold for the forseeable future. (blogs.uoregon.edu)
- The US is now firmly a net exporter of crude oil. (axios.com)
Earlier on Abnormal Returns
- Startup links: saying no to things. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: money choices. (abnormalreturns.com)
- The job of a financial advisor is to help you navigate life's big, non-reversible decisions. (abnormalreturns.com)
- Our world is always changing, but most of the time we don’t notice. (abnormalreturns.com)
