Friday links: growing gaps

Quote of the day

Tyler Craig, “In a normal, stable market sizable gaps rarely occur.”  (Tyler’s Trading)

Chart of the day

RIMMc1dl1212 Friday links:  growing gaps

Research in Motion ($RIMM) is a “classic value trap.”  (Minyanville)

Markets

Margin debt has been on the decline.  (Hays Advisory)

39% of Russell 2000 companies bought back stock in Q3.  (FT)

Junk bonds are still leaving equities in the dust, despite a jump in spreads.  (Businessweek also Bespoke)

Strategy

Successful fund managers emphasize stock picking in expansions and market timing in recessions.  (SSRN)

Why do we collectively trade so much?  (voxEU)

A look inside the schlock that is the “passive income” marketing machine.  (Aleph Blog)

Companies

Mortgage REITs are having a tough time of things.  (Dragonfly Capital)

Verizon ($VZ) is getting in bed with the cable industry.  (SplatF)

A look at Yahoo’s ($YHOO) options.  (Deal Journal, SAI)

The big bang theory of computing.  (Asymco)

Finance

Ready or not Zynga is coming to market next week.  (Dealbook, Eric Jackson)

Why the Fed HAS to solicit opinions from other market participants.  (Dealbreaker)

Funds

It’s today’s market environment all that unusual?  (Economic Musings)

A look at Bill Miller’s new portfolio.  (YCharts Blog)

Not all fixed income exposure is the same.  (iShares Blog)

Global

What the swap lines announcement really means.  (Gavyn Davies)

What the historical example of currency union breakups tells us.  (WSJ)

Economy

Today’s mixed NFP report unleashed a torrent of analysis. (Calculated Risk, Capital Spectator, Daniel Gross, EconomPic Data, Economist’s View)

Why are people dropping out of the labor force.  (Wonkblog, Felix Salmon, Real Time Economics)

A pretty good week in economic reports.  (Free exchange, ValuePlays, Crackerjack Finance, Bespoke)

Rail traffic keeps chugging along.  (Pragmatic Capitalism)

Earlier on Abnormal Returns

On the difference between being wrong and staying wrong.  (Abnormal Returns)

What you missed in our Friday morning linkfest.  (Abnormal Returns)

Mixed media

A list of the “best trading books.”  (Investing With Options)

What purpose do book publishers serve these days?  (GigaOM)

How much coffee is “safe.”  (Gawker)

Abnormal Returns is a founding member of the StockTwits Blog Network.

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus
  • Tadas ViskantaAbnormal Returns has over its seven-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 »

  • StockTwits Follow Abnormal Returns on StockTwits Follow Abnormal Returns on Twitter Follow StockTwits on Facebook Subscribe to Abnormal Returns RSS via Email Subscribe to Abnormal Returns RSS
  • Recent Posts

  • Archives

  • Join StockTwits
  • Get Updates!

    100% Privacy. We don't spam.