Quote of the day

Josh Brown, “Broker-sold private placements are death.”  (The Reformed Broker)

Chart of the day

By this model Apple ($AAPL) should already be at $500.  (Asymco)

Markets

When bears turn into bulls, look out.  (MarketBeat)

Corporate insiders have stepped up their selling.  (Market Montage)

2012 is to-date the year of the dividend.  (MarketBeat)

Investors just can’t quit emerging market equity funds.  (Morningstar)

Why is the Euro still overvalued?  (Fatas & Mihov via EV)

Strategy

Jeremy Grantham hates bonds.  (The Source)

Should investors follow multiple asset allocation models?  (Aleph Blog)

A look at the joint performance of the $SPY and the $VIX.  (VIX and More)

Adding up the Sector SPDRs doth not the SPY make.  (IndexUniverse)

Companies

Google ($GOOG) has a “me-too” problem.  (GigaOM)

The real battle brewing between Apple and Google:  mobile search.  (AllThingsD)

Some big tech companies are playing catch-up in the cloud computing space.  (peHUB)

How the mechanics of the Facebook IPO is going to lead to a $100 billion valuation.  (Dealbook)

Housing deal

Trying to get some sense for the practical impact of the mortgage settlement on the housing market.  (Calculated Risk, Huffington Post, FT Alphaville, WSJ, Bloomberg)

Not surprisingly the banks won the settlement negotiations.  (Credit Slips, Huffington Post)

Economy

A pause in the upswing in consumer sentiment.  (Calculated Risk, Capital Spectator)

Will inequality keep getting worse?  (Megan McArdle)

How affordable are houses?  (Bondad Blog)

Why the ‘sheepskin effect‘ is real and long-lasting.  (Modeled Behavior)

The geography of dollar stores.  (The Atlantic)

Earlier on Abnormal Returns

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

Mixed media

An interview with Yves Smith of naked capitalism fame.  (FT Alphaville)

Guinness’ contribution to statistical analysis.  (Wonkblog)

Are successful people nice?  (HBR)

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

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.