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
"Simplicity is a virtue. There’s nothing wrong with reducing clutter by consolidating accounts. Just don’t expect that action to improve investment returns."
(John Rekenthaler)
Markets
- The best (and worst) performing single country ETFs of 2019. (etf.com)
- One commodity stood out, price-wise, over the past decade. (rcmalternatives.com)
- Stock selections from the 2019 Sohn London Investment Conference. (marketfolly.com)
FANGs
- Despite public and private pressure it has done little to hurt Big Tech stock prices. (nytimes.com)
- FAMANGs are now worth $5 trillion in market cap. (albertbridgecapital.com)
- The only way to guarantee to own the next Netflix ($NFLX) is to own everything. (evidenceinvestor.com)
Investment writing
- Some of Nick's favorite investment-related blog posts from 2019. (ofdollarsanddata.com)
- The best blogs are conceived out of frustration and sustained with curiosity. (rivershedge.blogspot.com)
Crypto
Finance
- Why you should be wary of PE managers who want to raise bigger funds. (institutionalinvestor.com)
- Technology is increasing the barriers to entry in financial markets. (ft.com)
- Fannie and Freddie are pulling back on low down pay (wsj.com)
- Merrill Edge has expanded zero-commission stock, ETF and options trading to all of its self-directed brokerage customers. (citywireusa.com)
Fund management
- What if any advantage do mutual funds still hold these days? (wealthmanagement.com)
- Morningstar is now publishing factor profiles for funds. (morningstar.com)
Global
Economy
- Small business optimism jumped in November. (calculatedriskblog.com)
- The US is set to show the biggest net gain in oil and gas production over the next five years. (axios.com)
- US factory jobs now require more training and education. (wsj.com)
Earlier on Abnormal Returns
- Research links: tempered expectations. (abnormalreturns.com)
- The best way to invest is the way that works for you and your unique situation. (abnormalreturns.com)
- In today's Market Moment we look why home country bias can be so dangerous. (shows.pippa.io)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- Adviser links: expanding services. (abnormalreturns.com)
- Brands are not your friends. (abnormalreturns.com)
- Time arbitrage and the art of reading a book. (abnormalreturns.com)
Mixed media
- Paul Volcker was 'the right guy at the right time.' (wsj.com)
- "Volcker came to epitomise the power of the independent central banker well before the phenomenon became fashionable under his successor Alan Greenspan." (ft.com)
- What Jerome Powell learned from Paul Volcker. (axios.com)
- Paul Volcker was willing to be unpopular. (washingtonpost.com)
- Which is why we are unlikely to see another central banker like Volcker. (mrzepczynski.blogspot.com)
