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Quote of the Day
"There is no one optimal portfolio. Each individual has different needs, biases, and concerns. At the end of the day, your portfolio should not be the reason you lie awake at night."
(Casey Wolf)
Chart of the Day
National homebuilder confidence doesn’t get much higher than this.
Markets
- European stocks are on a tear. (thereformedbroker.com)
- US equity market performance has been widely divergent in 2019. (mailchi.mp)
Strategy
- How forecasts, nowcasts and pastcasts differ. (twocenturies.com)
- What risks investors are focused on at year-end. (mrzepczynski.blogspot.com)
Companies
- Despite competition, Amazon's ($AMZN) Twitch dominates the gaming space. (nytimes.com)
- Very few toys age well. Which is a bummer for toy companies. (wsj.com)
- Netflix ($NFLX) doesn't run ads, but it does do marketing partnerships. (nytimes.com)
Finance
- Some banks are becoming dependent on fintech for brokered deposits. (wsj.com)
- Why there should be a 'Glassdoor for LPs.' (adventur.es)
Funds
- Why it is unlikely we will see another money management startup like DoubleLine Capital again. (thinkadvisor.com)
- The ETF Deathwatch for November 2019. (investwithanedge.com)
Global
Economy
- Why labor overplayed its hand when it came to benefits, specifically pensions. (awealthofcommonsense.com)
- Midwest swing states are showing marked declines in manufacturing activity. (nytimes.com)
- The shale oil slowdown is hitting employment. (wsj.com)
Earlier on Abnormal Returns
- Adviser links: problem solved. (abnormalreturns.com)
- What you missed in our Sunday linkfest. (abnormalreturns.com)
- Top clicks last week on the site. (abnormalreturns.com)
Mixed media
- The Yahoo Finance staff’s favorite business books we read in 2019 including "Fentanyl, Inc.: How Rogue Chemists Are Creating the Deadliest Wave of the Opioid Epidemic" by Ben Westhoff. (finance.yahoo.com)
- Ten books on thinking about thinking including “Behave: The Biology of Humans at Our Best and Worst” by Robert M. Sapolsky. (ritholtz.com)
- The 19 best non-fiction books of 2019 including "Dreyer’s English: An Utterly Correct Guide to Clarity and Style" by Benjamin Dreyer. (pastemagazine.com)
- The best fiction books of 2019. (thewhatlist.com)
