Tuesday links: checking for growth

Markets

• Markets are forever changing, upending our expectations. (pensionpartners.com)
• CTAs are having a rough 2018. (priceactionlab.com)
• How big an effect have lower tax rates had on corporate earnings? (ftalphaville.ft.com)

Strategy

• Diversification always looks like a bad idea in a equity bull market. (behaviouralinvestment.com)
• Don't let good market returns distract you from what matters. (realsmartica.com)

Support

• Stay up-to-date with all of our posts: sign-up for our daily e-mail. (abnormalreturns.com)
• Love Abnormal Returns? Then like (and follow) us on Facebook. (facebook.com)

Crypto

• Cryptocurrency hacks keep happening because exchanges are easy to hack. (wsj.com)
• Blackrock's ($BLK) CEO Larry Fink says clients are not interested in cryptocurrencies. (bloomberg.com)

Companies

• Can Netflix ($NFLX) scale creativity? (thereformedbroker.com)
• The public markets have not been kind to hardware companies. Good luck, Sonos! (ft.com)
• Papa John's ($PZZA) is a prime example of the 'founder's dilemma' at work. (ft.com)
• The Dell deal to come public relies on a high valuation for legacy Dell. (bloomberg.com)

GE

• GE Capital ($GE) is a fraction of its former self. (wsj.com)
• What GE's ($GE) board could have done differently. (hbr.org)

Funds

• JP Morgan ($JPM) is making headway with its low-cost lineup of ETFs. (bloomberg.com)
• If hedge funds can't generate hedge fund returns, why would you expect liquid alternative funds to? (morningstar.com)
• You can't rely on a single measure to evaluation private equity funds. (blogs.cfainstitute.org)

Global

• What foreign investment managers are up against in the Chinese market. (institutionalinvestor.com)

Economy

• New home builder confidence held steady in July. (calculatedriskblog.com)
• Industrial production rose in June. (calculatedriskblog.com)
• Whatever happened to the plan to fix America's infrastructure? (bloomberg.com)

Earlier on Abnormal Returns

• Research links: real risk tolerances. (abnormalreturns.com)
• What you missed in our Monday linkfest. (abnormalreturns.com)
• Adviser links: managing people not money. (abnormalreturns.com)
• Learning how to invest by doing. (abnormalreturns.com)

Mixed media

• Ryan Holiday, "The amount of information we consume on a daily basis is embarrassing." (medium.com)
• Why it's positive when social networks purge fake, inactive and ghost accounts. (om.co)
• Why you should make time to read fiction. (awealthofcommonsense.com)