This is an abbreviated version of the Sunday linkfest. Check back in tomorrow to catch up on the week.
Quote of the Day
"We seek cool for the confidence and social connection it offers."
(Kevin Evers)
Markets
- Why pundits are all in correction mode. (dashofinsight.com)
- Why do disciplined traders make bad decisions? (traderfeed.blogspot.com)
Strategy
- What would Ben Graham have said about index funds? (blogs.wsj.com)
- A dozen things learned from Lou Simpson about investing. (25iq.com)
- On the difference between "defensive" and "enterprising" investors. (blogs.wsj.com)
- Why don’t companies that do buybacks outperform more consistently? (thefatpitch.tumblr.com)
- Ten characteristics of a perfect stock. (cleareyesinvesting.com)
Companies
- How Amazon ($AMZN) Home Services exemplifies its approach towards labor. (theawl.com)
- Daily fantasy sports is going mainstream. Disney ($DIS) to invest in DraftKings. (blogs.wsj.com)
ETFs
- The three preconditions for active manager outperformance are now here. (thereformedbroker.com)
- Vanguard's success cannot be pinned down to one factor. (news.morningstar.com)
Economy
- What's the bigger problem: economic mobility or income inequality? (nytimes.com)
- What CEOs are saying about the economy. (skrisiloff.tumblr.com)
- A succinct summary of the past week in the economy. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)