Monday links: business demands

Quote of the day

James Picerno, “Don’t confuse the business demands of the media industry with prudent investing advice.”  (Capital Spectator)

Chart of the day

GlobalETPAssets Monday links:  business demands

“Worldwide ETP assets increased 6.9% during the first quarter, led by the U.S., which eclipsed $1 trillion for the first time.”  (Pensions & Investments)


Lumber down.  Homebuilders up.  (All Star Charts)

Of what use is the gold/silver ratio?  (Afraid to Trade)

Natural gas and the resurgence in the US chemical industry.  (WSJ)

How the oil futures curve can inform decisions about the oil sector.  (MarketBeat)

Enough with the Internet bubble talk!  (Eric Jackson)


How balanced funds help investors from hurting themselves.  (Morningstar, Falkenblog)

How fundamental indices put you in synch with what long/short hedge funds do.  (Pension Pulse)

On what matters for fund selection.  (Morningstar)

How to use the new sovereign spread futures contracts.  (Minyanville)

Warren Buffett

Roger Lowenstein, “If the Sokol affair proved anything, it is that the 80-year-old Buffett should not be excused from the independent scrutiny to which other CEOs are subject.” (Newsweek)

How much goodwill does Warren Buffett have in the bank?  (Reuters)

Some notes from a meeting of Warren Buffett with MBA students.  (market folly)


Why the catastrophe bond market is so small.  (Felix Salmon)

Why “stockbrokers” are a dying breed.  (Financial Adviser)

An audio version of The Intelligent Investor.  (Old School Value)


Apple (AAPL) as a PEG outlier.  (Asymco)

The rise of the iPhone, via the Apple 10-Q.  (footnoted)


How will the Fed tighten?  (WSJ, ibid)

Was QE2 a disappointment?  (Free exchange, Pragmatic Capitalism)

Are houses cheap or not?  (Big Picture)

New homes are getting stale on the shelves.  (Bespoke, Atlantic Wire)

“Consider for a moment a world without marketing hype. ”  (Dan Ariely)

Earlier on Abnormal Returns

Why you likely have no business trading silver.  (AR Screencast)

Our Monday morning live link look-in.  (Abnormal Returns)

Mixed media

Why picking a QB in the NFL draft is so difficult.  (NFL via Freakonomics)

The lessons the news business has yet to learn.  (BuzzMachine)

What Joe Weisenthal reads. (Atlantic Wire)

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 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.

Tickers: , , ,

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.