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
"In the long run those factors are what will drive the performance of corporate America and so these short-term geopolitical events might matter if you’re playing the time-the-market game, but for most of us who are just allocating our savings these events aren’t actionable and meaningful."
(Cullen Roche)
Markets
- What are we to make of strength in the homebuilder stocks? (allstarcharts.com)
- Energy has not been this small a percentage of the S&P 500 in two decades. (valueplays.net)
- A look at the track record of the 'Hindenburg Omen.' (sentimentrader.com)
Strategy
- Why experts are so unwilling to admit mistakes. (mrzepczynski.blogspot.com)
- Ben Graham knew most people won’t be able to stick with a strategy built on his philosophy. (novelinvestor.com)
Companies
- To say that Quibi is a big bet on the unknown would be an understatement. (theverge.com)
- Consumer electronics makers have a confidence problem. (daringfireball.net)
- If Grubhub ($GRUB) is for sale, who's buying? (ftalphaville.ft.com)
Finance
- Morningstar ($MORN) is trying to improve the quality of bond ratings. (wsj.com)
- There were only four bank failures in the US in 2019. (calculatedriskblog.com)
Funds
- Why smaller ETF issuers are having a hard time gathering AUM. (wsj.com)
- Why invest in a strategy when you can just buy the manager? (institutionalinvestor.com)
- AQR is cutting jobs. (financial-planning.com)
Global
Economy
- Weekly initial unemployment claims are hanging in there. (calculatedriskblog.com)
- Why the Fed is on a data-driven hold. (blogs.uoregon.edu)
Earlier on Abnormal Returns
- Startup links: great company culture. (abnormalreturns.com)
- What you missed in our Wednesday linkfest. (abnormalreturns.com)
- Personal finance links: the price of admission. (abnormalreturns.com)
- When it comes to your financial life, getting started is more important than optimizing. (abnormalreturns.com)
- Pessimism vs. realism: a thought experiment. (abnormalreturns.com)
- No commissions, mean no excuses to get started investing. (abnormalreturns.com)
