Wednesday links: terrible advice
- Posted by: abnormalreturns, July 11th, 2012 at 12:49 pm
- Comments: 0
Quote of the day
Paul Krugman, “Among other things, people getting their news from sources like that [CNBC] are probably getting terrible advice about any kind of investment that depends on macroeconomics.” (NYTimes)
Chart of the day
The bullish argument for Russia. (Focus on Funds)
Markets
How can we counteract the ‘bubble in fear‘ and irrational demand for liquidity? (John Kemp via FT Alphaville)
Recession or muddle through: seven things to pay attention. (Big Picture)
Is negative sentiment still worth fading? (The Reformed Broker)
Companies are cutting earnings guidance at a recession-like pace. (Money Game)
Not surprisingly the USDA has cut corn crop forecasts. (Bloomberg)
Financial conditions are actually quite normal. (Calafia Beach Pundit)
Where the relative strength is sector-wise. (Systematic Relative Strength)
Strategy
The surprising strength of the ‘Pre-FOMC Announcement Drift.’ (LIberty Street Economics via Money Game)
Beware your residuals, that’s where the alpha is hiding. (macrofugue)
On the use of moving averages on volatility-sorted portfolios. (Turnkey Analyst)
Why you should focus on dividend growth, not raw yield. (YCharts Blog)
Jim Chanos on the psychology of short-selling. (Market Folly)
Alternatives
Another private REIT goes bad. (InvestmentNews)
The case against so-called ‘alternative assets.’ (Financial Advisor)
Companies
Tech darling, IBM ($IBM), has a bit of a revenue growth problem. (Herb Greenberg)
Visa ($V) and Mastercard ($MA) are still looking good. (Charles Sizemore)
What is going on with Wal-Mart ($WMT)? (Stock Sage)
Exchanges
The SEC is going to create a “consolidated audit trail” for stock trades. (WSJ, Marketwatch)
Forex platforms are pushing back against high frequency traders. (FT)
Finance
A Peregrine Financial explainer. (Marketplace)
Blackstone Group ($BX) is not shy about their success in real estate. (WSJ)
Citigroup ($C) is becoming more transparent. (Deal Journal)
Founders are pushing back against having to give up control to VCs. (WSJ)
Why is Manchester United choosing the US for its IPO? (Dealbook)
Libor
What comes after Libor? (FT)
Libor lawsuits are flying. (Dealbook)
Hedge funds
Why can’t hedge funds beat a 60/40 portfolio? (Bloomberg)
Paolo Pellegrini lost a bundle investing with John Paulson. (WSJ, Dealbreaker)
Some big name hedge funds bucked the losing trend YTD. (Institutional Investor)
Despite performance problems institutional investors are planning to add to hedge fund allocations. (All About Alpha)
ETFs
The future of ETFs is fixed income. (FT)
Some ultra-short bond ETF options. (IndexUniverse)
The lowdown on the new AdvisorShares Global Alpha & Beta ETF ($RRGR). (ETFdb)
FINRA issues a warning about ETNs. (IndexUniverse)
Global
Spain may have to put the hammer down on bank debt holders as a condition of a bailout. (WSJ, FT Alphaville)
A tale of two Chinas. (FT Alphaville)
The generation war is alive and well in the UK. (The Source)
In defense of outsourcing. (Free exchange)
Economy
Mortgage refinancing continues to expand. (Sober Look)
Still no sign of recession in these indicators. (Capital Spectator)
States are doing a good job with budgets. (Income Investing)
Earlier on Abnormal Returns
My interview with Chuck Jaffe on the MoneyLife Show. (Abnormal Returns)
What you missed in our Wednesday morning linkfest. (Abnormal Returns)
Mixed media
Another example why horse racing in America is broken. (Deadspin)
Why bother watching now? Goldman forecasts the Olympic medal haul. (Money Game, FT Alphaville)
Abnormal Returns is a founding member of the StockTwits Blog Network.
Subscribe to our RSS FeedThe Latest
-
Talking financial blogs with Chuck Jaffe
abnormalreturns, July 11th, 2012 at 9:11 am, Comments: 0I recently had the pleasure of doing an interview, nay “Big Interview” with Chuck Jaffe on his MoneyLife Show. Chuck is a senior columnist at [...]
-
Wednesday 7atSeven: negative reactions
abnormalreturns, July 11th, 2012 at 7:04 am, Comments: 0Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there. Markets Stocks are [...]
-
Tuesday links: political impotence
abnormalreturns, July 10th, 2012 at 12:45 pm, Comments: 0Quote of the day Gillian Tett, “Rarely has politics seemed so crucial for investors, and yet so impotent.” (FT) Chart of the day An update [...]
-
Pessimism and the Presidential Election Cycle
abnormalreturns, July 10th, 2012 at 11:23 am, Comments: 0Josh Brown at The Reformed Broker had a good post up yesterday detailing the ten reasons why he likes stocks for the second half of [...]
-
Tuesday 7atSeven: a path to ruin
abnormalreturns, July 10th, 2012 at 7:09 am, Comments: 0Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there. Markets Trying to [...]
-
Monday links: second class performers
abnormalreturns, July 9th, 2012 at 12:50 pm, Comments: 0Quote of the day Annie Murphy Paul, “Research suggests we should be cautious in modeling ourselves after extraordinary performers or adopting their much-praised methods; these [...]
-
Monday 7atSeven: earnings anxiety
abnormalreturns, July 9th, 2012 at 6:56 am, Comments: 0Here are seven (or so) links at 7AM Eastern. We will see you later with the daily linkfest. Good luck out there. Markets Slowing earnings [...]
-
Sunday links: behavioral benefits
abnormalreturns, July 8th, 2012 at 7:14 am, Comments: 0Quote of the day Richard Thaler, “If you want to encourage some activity, make it easy.” (NYTimes) Chart of the day The drought/heat wave illustrated: [...]
-
Top clicks this week on Abnormal Returns
abnormalreturns, July 8th, 2012 at 6:27 am, Comments: 0Thanks for checking in with us this weekend. Here are the items our readers clicked most frequently on Abnormal Returns for the week ended Saturday, [...]
-
Abnormal Returns has over its six-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More »
-
-
Recent Posts
- Wednesday links: terrible advice
- Talking financial blogs with Chuck Jaffe
- Wednesday 7atSeven: negative reactions
- Tuesday links: political impotence
- Pessimism and the Presidential Election Cycle
- Tuesday 7atSeven: a path to ruin
- Monday links: second class performers
- Monday 7atSeven: earnings anxiety
- Sunday links: behavioral benefits
- Top clicks this week on Abnormal Returns
-
Archives
-
![StockTwits](https://web.archive.org/web/20120712095133im_/http://blog.stocktwits.com/wp-content/uploads/buttons.jpg)