Monday links: real time investing

Bonds

• Corporate bond trading is increasingly electronic and MarketAxess ($MKTX) is benefiting. (wsj.com)
• The advantage to muni bonds isn't what it once was. (etf.com)
• BBB-rated corporate bonds have been a standout performer YTD. (wsj.com)

Strategy

• Who has the most impressive long-term investment track record? (awealthofcommonsense.com)
• Global diversification is easier and cheaper than ever. (msn.com)

Companies

• A deep dive into the Harry Markopolos research on GE ($GE). (fortune.com)
• Apple's ($AAPL) wearables segment would be a Fortune 200 sized company based on trailing sales. (barrons.com)
• What does the new Amazon ($AMZN) "Top Brand" badge actually mean? (arstechnica.com)

Banks

• Why Berkshire Hathaway ($BRK.B) seemingly can't get enough bank stocks. (nytimes.com)
• Joe Weisenthal and Tracy Alloway talk with John Hempton about the bank margins, among other things. (overcast.fm)

Private equity

• Is Blackrock's ($BLK) move into private equity going to shift the cost curve down? (ft.com)
• Ample private equity, means record take private deals. (institutionalinvestor.com)

Global

• The world is facing a glut of rough diamonds. (nytimes.com)

Economy

• Elkhart, Indiana the RV Capital of the World is flashing a warning signal. (wsj.com)
• A lot of recession indicators are flashing a warning sign. (klementoninvesting.substack.com)

Earlier on Abnormal Returns

• Adviser links: befuddling retail investors. (abnormalreturns.com)
• Overcoming inertia and the default effect. (abnormalreturns.com)
• Talking the investment blogosphere on the Money Life with Chuck Jaffe. (abnormalreturns.com)
• Shifting the economic growth curve down: the demographics edition. (abnormalreturns.com)
• What you missed in our Sunday linkfest. (abnormalreturns.com)
• Top clicks last week on the site. (abnormalreturns.com)

Mixed media

• You can't have happy customers without happy employees. (hbr.org)
• Don't wait for a big life event to reconsider your career. (fastcompany.com)
• How to deal with the notion you are 'overqualified' for a job. (wsj.com)

Abnormal Returns