Quote of the day
Jeff Miller, ?If you were frightened about your investments last week, your stock positions are too big. You cannot react logically and effectively if you are paralyzed with fear.? (A Dash of Insight)
Chart of the day
Small caps continue to lag. (StockCharts Blog)
Markets
Regional banks don?t like the shrinking credit spread. (StockCharts Blog)
Jeremy Grantham is looking for an M&A led market blow off. (The Reformed Broker)
What?s wrong with the Korean and Chinese stock markets? (Short Side of Long)
Strategy
Three reasons why it is a great time to be an investor. (Jonathan Clements)
In praise of simple companies. (Morgan Housel)
Sitting on your hands is an important part of any strategy. (ZorTrades)
Why valuation metrics won?t help you time a stock market top. (Pragmatic Capitalism)
On the value of finding your own ?investing tribe.? (The Escape Artist via Monevator)
Companies
The case for Yahoo ($YHOO) stock ahead of the Alibaba IPO. (Marketwatch)
Regulations are tilted against innovative internet TV services. (GigaOM)
Finance
We need to re-think our standards for what constitutes a ?sophisticated investor.? (Jason Zweig)
Subprime lending for used cars is booming. (Dealbook)
ETFs
More evidence that consistently outperforming the market is really tough. (NYTimes)
Limited returns dispersion is making it tough for stock pickers. (Focus on Funds)
Global
Why the Chinese economic growth hasn?t fallen off the map, yet. (Marginal Revolution)
Economy
Why isn?t anybody talking about the deficit any more? (Washington Post)
What matters more? National income inequality or global income inequality? (The Upshot)
Why aren?t construction wages rising? (Barry Ritholtz)
A look back at the economic week that was. (Bonddad Blog, Big Picture)
The economic schedule for the coming week. (Calculated Risk)
Earlier on Abnormal Returns
Top clicks this week on the site. (Abnormal Returns)
What you might have missed in our Saturday linkfest. (Abnormal Returns)
Mixed media
The best things often take a little more work. (A VC)
Is Kindle Unlimited worth it? (Washington Post)
Bob Lefsetz, ?The virality of John Oliver?s HBO program is astounding.? (Big Picture)
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