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Quote of the Day
"I do think it is prudent for us all to be skeptical of our ability to harvest replicable excess returns in the future from simplistic and highly transparent rules-based strategies amid data ubiquity, where computers now have the clear advantage. "
(Christoper Schelling)
Markets
- The tech sector is crushing it in 2019. (wsj.com)
- The Trump tweet effect on markets is fading. (fnlondon.com)
Strategy
- Lower future returns shouldn't stop you from investing. (theirrelevantinvestor.com)
- Traditional technical analysis has stopped working. (ritholtz.com)
- Investment math gets weird at the zero-bound. (elmfunds.com)
Streaming
- Pop-up ads, and the like, are coming to your TV screen. (variety.com)
- Why the Disney+ launch outpaced Apple TV+. (theringer.com)
Companies
- The Google ($GOOGL) Tax is real. (seths.blog)
- Food delivery is a terrible business. (barrons.com)
- American Express ($AXP) really wants more merchants to accept its cards. (wsj.com)
Funds
- How much information should private equity and hedge fund have to disclose? (ritholtz.com)
- Russell Investments is reportedly up for sale by its PE owner. (ft.com)
- Two Sigma is now making a version of its risk management software available to other firms. (barrons.com)
- How did the then 20 largest mutual funds do over the past ten years? (morningstar.com)
Saudi Aramco
- Saudi Aramco is a minefield of political risks: good luck trying to put a value on it. (aswathdamodaran.blogspot.com)
- The Saudi Aramco IPO is going to largely be a domestic affair. (finance.yahoo.com)
Economy
- This year's yield curve inversion was not that unusual from a historical perspective. (econbrowser.com)
- How long can the consumer-CEO confidence gap persist? (fortune.com)
- How inflation inequality works in the US today. (marginalrevolution.com)
Earlier on Abnormal Returns
- Research links: filtering noise. (abnormalreturns.com)
- In today's Market Moment I look at what lessons we can take away from Amazon's introduction of the Kindle back in 2007. (shows.pippa.io)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: a living and breathing instrument. (abnormalreturns.com)
