Markets
- “Currently, almost 100{01de1f41f0433b1b992b12aafb3b1fe281a5c9ee7cd5232385403e933e277ce6} of S&P 500 EPS is being devoted to capital recycling–some combination of dividends, buybacks, and buyouts.” (philosophicaleconomics.com)
- Remember when everyone said the only thing you need to own is US stocks? (thereformedbroker.com)
- The stock market is not the economy. (cordantwealth.com)
- Even after a bounce oil prices are down 50{01de1f41f0433b1b992b12aafb3b1fe281a5c9ee7cd5232385403e933e277ce6} year-over-year. (calculatedriskblog.com)
Trading
- If you trading solely for the money you are doing it wrong. (forbes.com)
- What golf teaches us about trading. (mikebellafiore.tumblr.com)
- Understanding the difference between relative and absolute momentum. (dualmomentum.net)
- Nine trading truths learned over nine years. (alphatrends.net)
Companies
- The home services market is attracting the attention of Amazon ($AMZN) and Google ($GOOG). (nytimes.com)
- VMWare ($VMW) has attracted itself some fierce competitors. (businessinsider.com)
- The upside (and downside) of running NewLink Biotech ($NLNK) in the middle of the country. (wsj.com)
- Twitter ($TWTR) wants to make more money off its data stream. (techcrunch.com)
Finance
- Blackstone ($BX) increasingly looks like a real estate firm. (nytimes.com)
- The ranks of futures brokers are shrinking. (ft.com)
Funds
- Five things Fidelity has going for it. (etf.com)
- No matter how you slice it fund managers have a tough time beating the benchmark. (statisticalideas.blogspot.com)
- Want decent returns? Don’t buy a bank-run mutual fund. (nytimes.com)
- ETF growth visualized. (businessinsider.com)
Global
- Some examples of how Chinese stock valuations have gotten out of whack. (ftalphaville.ft.com)
- More Chinese equity ETFs are coming to market. (ftalphaville.ft.com)
Economy
- Financial stability and the Fed’s desire to hike rates. (markdow.tumblr.com)
- At a certain point zero interest rates only drives speculation. (bloombergview.com)
- One big risk during the next recession. (bonddad.blogspot.com)
- Why target-date investors do better. (marketwatch.com)
Earlier on Abnormal Returns
- Research links: naive beta. (abnormalreturns.com)
- Top clicks this week on the site. (abnormalreturns.com)
- What you might have missed in our Saturday linkfest. (abnormalreturns.com)
Mixed media
SOURCE: Abnormal Returns – Read entire story here.
