Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good stuff when it comes out.
Quote of the Day
"A motivated employee treats the customer well. The customer is happy, so they keep coming back..It’s not one of the enduring green mysteries of all time; it is just the way it works."
(Herb Kelleher)
Markets
- When you short a stock you not only need to be right, you need to be very right. (elmfunds.com)
- Why forecasters will just keep on forecasting. (irishtimes.com)
Strategy
- Diversification works...just not all the time. (awealthofcommonsense.com)
- The perils of home bias: the case of Brexit. (msci.com)
- Why follow an investment strategy that only causes you additional stress? (safalniveshak.com)
Companies
- A big profile of Tilray ($TLRY) CEO Brendan Kennedy. (fortune.com)
- Berkshire Hathaway ($BRK.A) purchased the railroad BNSF ten years ago. How did it turn out? (berkshirebuffettandbeyond.com)
Finance
- Blackstone Group ($BX) is not messing around. They just raised a $20 billion real estate fund. (wsj.com)
- Spain is a hotbed for private equity activity. (ft.com)
Funds
- How is Invesco's new fundamental-weighting scheme different? (morningstar.com)
- Robert Hagstrom, "Evaluating good investment performance is not just tabulating outcomes but understanding how a portfolio manager‘s process ultimately delivers the long-term results clients seek." (blogs.cfainstitute.org)
- Why it's not surprising that Vanguard is turning its back on levered ETPs. (sl-advisors.com)
Economy
- National homebuilder confidence increased in January. (calculatedriskblog.com)
- The government shutdown is working its way into the broader economy. (capitalspectator.com)
Earlier on Abnormal Returns
- Personal finance links: steering off course. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: terrible sellers. (abnormalreturns.com)
- A Q&A with Daniel Crosby author of "The Behavioral Investor." (abnormalreturns.com)