Quote of the day

James Surowiecki, “It’s easy to understand why savers feel like collateral damage in the Fed’s fight against recession, but too much sympathy for their plight is dangerous.”  (New Yorker)

Chart of the day

NLYSPY_0413

Using mortgage REITs to time the market.  (Charts etc.)

Markets

Checking in on major asset class performance in March.  (Capital Spectator)

Dividends continue to rise.  (Crossing Wall Street)

Sell-side strategists are still bearish.  (Big Picture)

Stocks and bonds are moving in different directions.  (Price Action Lab)

Fighting the Fed has become fighting the world.  (WSJ)

Personal finance

Budgeting isn’t fun, but is necessary.  (Bucks Blog)

10 things your financial adviser won’t tell you.  (Marketwatch)

What good is the family office?  (Phil Demuth)

Commodities

The case for a bounce back in corn prices.  (Sober Look)

Investors are turning their backs on commodities.  (WSJ)

Finance

Who are current securities laws really protecting?  (Howard Lindzon)

Who is winning the Herbalife ($HLF) battle?  (WSJ)

Ever more volume continues to shift to dark pools.  (NYTimes)

Banks

Bank boards are not underpaid.  (Dealbook)

Banks are finally slowing their branch expansion.  (WSJ)

Bankers are finding jobs in online gaming.  (FT)

ETFs

Checking in with ETF pure play WisdomTree Investments ($WETF).  (InvestmentNews)

A brief history of the ETF.  (John Bogle)

Global

March has been tough on the European economy.  (Money Game)

Chinese manufacturing is picking up.  (FT also BCA Research)

Brazil and India both have inflation problems.  (Bonddad Blog)

Economy

March ISM Manufacturing dropped back.  (Calculated Risk, CBP)

David Stockman thinks the world is going to hell.  (The Daily Beast, Wonkblog)

Mixed media

Crowdfunded products now need their own distributor.  (Babbage)

The vitamin business is booming.  (WSJ)

What Opening Day says about the current state of the country.  (The Daily Beast, Conor Sen)

Thanks for checking in with Abnormal Returns. You can follow us on StockTwits and Twitter.

More Posts This Week

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.