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Quote of the day

Nate Silver, “So while I think there are some good traders, in the near term, even over a period of five or ten years, it will mostly be dictated by luck, so it’s tricky.”  (Fortune)

Chart of the day

GoldModel_0413

Checking in on the ultimate gold model.  (Aleph Blog)

Markets

Lumber is oversold.  (Global Macro Monitor also The Short Side of Long)

Some signs of sector rotation.  (Horan Capital)

A look at momentum and mutual fund returns.  (Mark Hulbert)

So much for the Great Rotation.  (NetNet)

Strategy

Mark Cuban is bored with the stock market.  (CNBC)

What it’s like to live at the crossroads of the markets.  (The Reformed Broker)

Does your investment strategy have evidence to back it up?  (Above the Market)

Fund managers trade too much. Retail investors can learn not to.  (Buttonwood)

An interview with Daniel Kahneman, author of Thinking Fast and Slow, about the impact of behavioral economics on public policy.  (The Daily Beast)

A discussion with Mr. Money Moustache on living frugally and retiring early.  (WashingtonPost)

Companies

The many ways in which big data is changing Ford ($F).  (GigaOM)

Reading the tea leaves Berkshire Hathaway ($BRKA).  (MoneyBeat)

How Amazon ($AMZN) could take over the cloud.  (Quartz)

Finance

Can you get your money back for your hedge fund?  (Jason Zweig)

Why can hedge funds talk their book but can’t talk performance?  (II Alpha)

The case for shorting Canadian banks.  (Globe and Mail)

ETFs

A look at the new iShares factor ETFs.  (IndexUniverse)

Do investors know the risk of bank loan funds?  (WSJ)

Economy

Is slow GDP growth the new normal?  (Econbrowser)

A look back at the economic week that was.  (Bonddad Blog, Calculated Risk)

The economic schedule for the coming week.  (Calculated Risk)

Earlier on Abnormal Returns

What you may have missed in our long form Saturday links.  (Abnormal Returns)

Top clicks this week on the site.  (Abnormal Returns)

Mixed media

A eulogy for the blog.  (TNR)

How to make iTunes awesome again.  (Wired)

On the need for an evidence-based education system.  (Tim Harford)

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