Markets
- Financial and technology have led the stock market over the past twelve months. (capitalspectator.com)
- The Nasdaq rally is quite top-heavy. (jlfmi.tumblr.com)
Strategy
- Rotating from growth to value is a way to take some risk off the table. (themacrotourist.com)
- Everything regresses to the mean. (beta.morningstar.com)
- Evidence is the opposite of fear. (ofdollarsanddata.com)
- Words matter. (thereformedbroker.com)
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Charts
- In praise of charts: how tables can mislead when dealing with unusual periods of performance. (disciplinedinvesting.blogspot.com)
- In praise of tables: how charts can mislead. (chenmarkcapital.com)
Cryptocurrencies
- CME Group ($CME) is planning to launch Bitcoin futures in Q4 2017. (zerohedge.com)
- How to 'cold store' your crypto-assets. (avc.com)
- Open a Coinbase account, trade $100 in cryptocurrencies and get $10 in Bitcoin free. (coinbase.com)
iPhone X
- Neil Cybart, "All iPhones will eventually look and feel like iPhone X." (aboveavalon.com)
- Nilay Patel, "The iPhone X is clearly the best iPhone ever made." (theverge.com)
- Lance Ulanoff, "Appleâs iPhone X is the beginning of something new." (mashable.com)
Companies
- Amazon ($AMZN) Web Services still dominates cloud computing. (techcrunch.com)
- A closer look at Apple's ($AAPL) taxes. (fortune.com)
- America is over-retailed and that includes restaurants as well. (nytimes.com)
Demographics
- Slowly big chunks of Japan's landscape are getting abandoned. (qz.com)
- Depopulating towns in Italy are bidding to get residents. (whnt.com)
Offers
- "Anything You Want: 40 Lessons for a New Kind of Entrepreneur" by Derek Sivers is just $1.99 for the Kindle. (amazon.com)
- Trade-in an old Kindle and get up to $75 off a new Paperwhite. (amazon.com)
- Sign up for an Audible.com trial and get 2 free audiobooks including "A First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall Street History" by Diana Henriques. (amazon.com)
Economy
- Home prices increased 6.1% year-over-year per Case-Shiller. (calculatedriskblog.com)
- It's hard to have a housing bubble absent rampant speculation. (calculatedriskblog.com)
Earlier on Abnormal Returns
- Research links: allocating active risk. (abnormalreturns.com)
- What you missed in our Monday linkfest. (abnormalreturns.com)
- ETF links: raised stakes. (abnormalreturns.com)
- For all you geography nerds: US mega-regions visualized. (abnormalreturns.com)