Friday links: home biases

Quote of the day

Jose Ursua, “Over the long-run, however, high levels of home bias are likely to reveal diversification pitfalls that could be damaging for global investment portfolios.”  (CNBC)

Chart of the day

HYGTLT 0414 489x420 Friday links:  home biases

The stock and bond markets seem to be in disagreement.  (All Star Charts)

Markets

Bond closed-end funds are still looking higher.  (McClellan Financial)

Don’t forget the US was once an emerging market.  (Above the Market)

Market participants can’t believe Treasury yields are down YTD.  (FT)

Strategy

A look at the global minimum variance portfolio.  (Capital Spectator)

Why aren’t their more value funds?  (A Wealth of Common Sense)

Companies

Amazon ($AMZN) is testing its own delivery network in San Francisco.  (WSJ, Recode)

On the future of the Apple ($AAPL) iPad.  (stratchery)

What American corporations are doing with their cash.  (Bloomberg)

Why do public companies hold larger cash balances than private companies?  (SSRN)

Finance

Why Warren Buffett’s position on Coca Cola’s ($KO) compensation plan is so disappointing.  (Vitalily Katsenelson)

Are shareholder activists all that more short-term than other players?  (FT Alphaville)

KKR ($KKR) wants to make it easier for secondary trading of private equity funds.  (WSJ)

On the rise of crowdfunding.  (Quartz)

Global

A look at the “incredible” round-trip in Spanish government bond yields.  (Pragmatic Capitalism)

Would you rather own Brazilian or Russian bonds?  (Bloomberg View)

One winner in the Ukraine mess: the Moscow Exchange.  (Quartz)

Japan has only done so much to get inflation higher.  (Sober Look)

Economy

GDP isn’t perfect but we still don’t have another, better measure.  (The Week)

Nine economic charts from the week worth revisiting.  (Quartz)

Earlier on Abnormal Returns

What you may have missed in our Thursday linkfest.  (Abnormal Returns)

Mixed media

How Chipotle ($CMG) is refining the science of burrito building.  (Quartz)

Taco Bell is going upscale with the US Taco Company.  (Businessweek)

Why the US doesn’t produce limes any more.  (Time)

You can support Abnormal Returns by shopping at Amazon. Don’t forget to follow us on StockTwits and Twitter.

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.