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Quote of the Day
"It’s amazing how quickly we can lose sight of what’s most important to us, isn’t it?"
(Jeremy Walter)
Markets
- Global dividend growth is set to slow. (ft.com)
- Junk bond ETFs are a favorite for short-sellers. (ft.com)
Strategy
- Contrary to popular belief, the past decade the stock market was powered by fundamentals, not easy money. (fortune.com)
- Everybody thinks they are going to buy during a market downdraft but never do. (awealthofcommonsense.com)
Streaming
- It's hard not to think of the new streaming era as another revolution in Hollywood. (nytimes.com)
- WarnerMedia/HBO seems like a laggard in the streaming wars. (ritholtz.com)
- Disney+ has a unique, family-friendly, selling proposition. (bloomberg.com)
- Netflix ($NFLX) is not afraid to innovate. (lefsetz.com)
Apple
- How Apple ($AAPL) has been able to generate monopoly-like profits without an actual monopoly. (stratechery.com)
- Apple ($AAPL), like everyone else, is finding AR/VR more difficult than thought. (mondaynote.com)
Finance
- Why is banking one area where technology hasn't brought down costs? (barrons.com)
- The private equity industry is consolidating among the biggest firms. (institutionalinvestor.com)
- The SEC is now going after 403(b) providers. (wsj.com)
Economy
- The National Association of Home Builders confidence report for October showed continued optimism. (calculatedriskblog.com)
- Ten signs that the economy is slowing. (ritholtz.com)
Earlier on Abnormal Returns
- Adviser links: a living and breathing instrument. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
