Friday links: rebalancing decisions

Quote of the day

James Picerno, “The point is that rebalancing when you’ve earned a year or two worth of gains in a few months is usually a smart decision.”  (Capital Spectator)

Chart of the day

CPI 0613 624x380 Friday links:  rebalancing decisions

No inflation to see here.  (Big Picture)


Where did all the bond sales go?  (FT)

Are Millenials coming back to the stock market?  (Term Sheet)

It is hard to see where earnings growth is going to come from.  (MoneyBeat)


Traders can only control their own actions/reactions.  (Trader Habits, Dragonfly Capital)

Wes Gray, “Arbitrage-like strategies always look easy on paper, but the devil is in the details.”  (Turnkey Analyst)

On the difference between the possible and probable.  (Big Picture)


Automated block trading is now a thing.  (Reuters)

Everything you need to know about floating rate Treasury notes.  (Institutional Investor)

Can we use a new securitization model to transform the drug discovery business?  (Buttonwood)

Selling early access to data is not illegal.  (Prof. Bainbridge)


What is behind Bruce Berkowitz’s big bet on Fannie and Freddie.  (Term Sheet)

Blackrock ($BLK) can’t seem to get its equity unit right.  (WSJ)


Emerging market bonds are still held hostage to US rates.  (HedgeWorld)

Why you can’t treat all emerging markets as the same.  (The Telegraph)


Industrial production was flat in May.  (Calculated Risk, Capital Spectator)

The markets too Bernanke’s May comments to heart. Now the Fed is walking them back a bit.  (Dealbook, Real Time Economics)

Signs are now pointing towards a tapering decision in September.  (Tim Duy)

Rail traffic is stagnating.  (Pragmatic Capitalism)


Jumbo mortgage rates are now lower than conforming loans.  (The Basis Point)

Mortgage refis have screeched to a halt.  (WSJ)

Earlier on Abnormal Returns

Check out a wide-ranging interview with Tadas Viskanta.  (See It Market)

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

Mixed media

People are drinking a lot less orange juice these days.  (Quartz)

Beverage containers are going high tech.  (Time)

Corn is the new wheat.  (WSJ)

Thanks for checking in with Abnormal Returns. You can 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 If you click on my 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.