Monday links: analysis and advocacy

This is an early and abbreviated edition of the daily linkfest. Check back with us tomorrow for a regular edition of links.

Markets

In the shortest of terms the stock market is oversold.  (Fireside Charts)

How much of recent selling is due to fears of higher capital gains taxes.  (WSJ)

Why it pays to be “more analyst than advocate.”  (the research puzzle)

A dramatic reading of Apple’s ($AAPL) stock price.  (Asymco)

Funds

Under what conditions can bond funds beat bond ETFs?  (Focus on Funds)

The battle for cheap emerging market ETF exposure is heating up.  (IndexUniverse, FT)

What can we learn from some recent Fidelity fund closures?  (Marketwatch)

KKR ($KKR) is going downmarket to attract assets under management.  (FT)

Commodities

The US is set to become the world’s largest oil producer according to the IEA. (FT)

Commodities have been the worst performing asset class this year.  (WSJ)

Global

Is there ever a good case to invest in Russia?  (beyondbrics also Big Picture)

If risk-off returns to Europe, look out.  (Sober Look)

The underwhelming decade for China’s stock market.  (beyondbrics)

Economy

Anatomy of the fiscal cliff.  (Gavyn Davies)

Time to get rid of the debt ceiling.  (Money Game)

Week in review/preview

Why the fiscal cliff has moved to the front burner of the financial media.  (A Dash of Insight)

Where markets stand at week-end.  (Dynamic Hedge, Global Macro Monitor)

A look back at the economic stats for last week.  (Bonddad Blog, Calculated Risk)

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

Mixed media

Jack Schwager’s new Market Sense and Nonsense: How Markets Really Work (and How They Don’t) is an “uncommonly worthwhile book.”  (Reading the Markets)

In praise of hanging out with A-listers.  (The Reformed Broker)

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  • 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 »

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