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Quote of the Day
"The world doesn’t get better when you spend more time engaging with mass media. That’s pretty clear."
(Seth Godin)
Strategy
- Why have value stocks lagged so much, for so long? (wsj.com)
- The case for global investing. (mebfaber.com)
- There's nothing magical about the 60/40 portfolio. (humbledollar.com)
Casper
- Mattress company Casper ($CSPR) has filed to go public. (news.crunchbase.com)
- Casper relies heavily on its Instagram influencers for sales. (businessinsider.com)
- Casper is avoiding the whole dual-class share controversy. (wsj.com)
Big Tech
- Big Tech is itching to get their hands on your medical data. (wsj.com)
- Big Tech is facing a hiring backlash on college campuses. (nytimes.com)
Policy
- The 1% really is happier than the rest of America. (washingtonpost.com)
- What is full employment, anyway? (marginalrevolution.com)
- Should US GDP numbers include the illegal drug trade? (ft.com)
- More Americans are telecommuting. (stlouisfed.org)
- Why aren't we talking more about the big demographic shifts underway? (awealthofcommonsense.com)
- If you take into account people who don't vote, 'None of the above' would win in a landslide. (ritholtz.com)
Economy
- Jobs are plentiful but raises are meager. (nytimes.com)
- A succinct summary of the week's economic events. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
- The US' energy situation has changed dramatically over the past decade. (sl-advisors.com)
Earlier on Abnormal Returns
- Top clicks this week on the site. (abnormalreturns.com)
- What you missed in our Saturday linkfest. (abnormalreturns.com)
- Longform links: convenience and freedom (abnormalreturns.com)