Quote of the day

Vitaily Katsenelson, “Wall Street only becomes your daddy if you let it.”  (Institutional Investor)

Chart of the day

MOO Chart

MOO data by YCharts

Check out the divergence between agriculture stocks and futures.  (via @allstarcharts)

Markets

Why big stock winners rarely tend to keep on winning.  (Ivanhoff Capital)

Can you have a secular bull market with demographic headwinds?  (Humble Student of the Markets)

Moderate economic growth continues to be bullish.  (Behavioral Macro)

The secular bull market has just begun.  (The Ticker)

Wall Street is betting on sequester to happen.  (Crossing Wall Street)

Strategy

Inflation is always there, whether you notice it or not.  (Businessweek)

On the demise of the 200 day moving average.  (Mark Hulbert)

Why you should be tracking your portfolio weights more closely.  (Capital Spectator)

Companies

Why Amazon ($AMZN) should buy Radio Shack ($RSH).  (Quartz)

Why doesn’t anyone copy Apple ($AAPL)?  (Asymco)

Pay attention to what Warren Buffett is doing with Heinz ($HNZ).  (FT also Aleph Blog)

Hedge funds

Warning signs learned from hedge fund blowups.  (Market Folly)

Why do smaller hedge funds outperform?  (All About Alpha)

Finance

Why hedge funds love Bermuda reinsurance.  (Bloomberg)

Should we be concerned with the rise of the mortgage REITs?  (Term Sheet)

Why the big banks need more equity.  (New Yorker)

RIP, Martin Zweig.  (Bloomberg, Mark Hulbert, Clusterstock)

Funds

How are Morningstar’s fundamental fund ratings doing?  (Wall Street Rant)

Guggenheim is closing a handful of ETFs.  (IndexUniverse)

How did Fidelity Investments do last year?  (InvestmentNews)

Currency ETFs are getting interesting.  (IndexUniverse)

Global

How fast did China really grow in 2012?  (FT Alphaville)

Why aren’t JGB yields rising?  (Money Game)

German investors are getting frisky.  (Telegraph)

Economy

Still little sign of a recession.  (Pragmatic Capitalism)

Homebuilder sentiment has stalled for now.  (Calculated Risk)

Are lumber prices getting ahead of themselves?  (EconMatters)

Mixed media

Quants pick the Oscars.  (New Scientist)

Being happy means being rushed just enough.  (Scientific American)

When you have a “magical” product don’t mess with it.  (The Reformed Broker)

Thanks for checking in with Abnormal Returns. You can follow us on StockTwits and Twitter.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.