R.I.P. the bond bull market. (MarketBeat)

Are the transports flashing a ‘false signal‘? (WSJ.com)

Is the TIPS spread an unbiased indicator of expected inflation? (Market Movers)

Libor uncertainty and the drop in open interest in Eurodollar futures. (naked capitalism also EconLog)

“(W)hy have yields on U.S. and Canadian preferred shares stayed stubbornly high when central banks have been slashing interest rates?” (Market Blog)

“Are European banks significantly riskier than American banks?” (Market Movers)

China continues to tweak their tax system to prop up stocks. (Money & Co., ETF Trends, The Stalwart)

“Hedging costs money.” Just ask the airlines. (MarketBeat)

Cash flow trumps discount rates in determining stock valuations. (CXO Advisory Group)

A trillion dollars of assets under management for $8 billion plus a modest premium should look awfully tempting to somebody.” (Deal Journal)

The Sequoia Fund (SEQUX) is opening for the first time since 1982. (WSJ.com, Sequoia Fund)

“But expenses remain one of the only things we can really control in our portfolios, and we’d do well to pay more attention.” (IndexUniverse.com, ibid)

There are no recession-proof industries. (Big Picture, Financial Armageddon, Silicon Alley Insider)

“For an investor who wants to increase return but not take on more downside risk, there are only two options. One is diversification and the other is higher alpha.” (All About Alpha)

Exploring the other side of your trade is crucial for risk management.” (Random Roger)

Radical diversification and the 200 day moving average. (Abnormal Returns)

Two books on how financial crises come be. (Aleph Blog)

What if we could run history twice? (Cognition and Language Lab via Economist’s View)

For a team that has not won the World Series in a century, the Chicago Cubs have a decent overall record (10,000-9,465). (Yahoo! Sports)

Have we missed an notable post in the investment blogosphere? If so, let us here at Abnormal Returns hear about it.

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