Monday links: emotional responses

Quote of the day

Roger Nusbaum, “Emotional responses can be an enemy of long term portfolio success.”  (Random Roger)

Chart of the day

HFalpha 624x352 Monday links:  emotional responses

Where did all that hedge fund alpha go?  (MarketBeat)

Markets

The TED spread is at new highs.  (MarketBeat, Quick Takes Pro)

Bank stress indicators are flashing caution.  (Bloomberg,  also Business Inisder)

Financials are a mess.  (All Star Charts)

Q3 earnings disappoint.  (Bespoke)

Six reasons the stock market is going higher.  (Money Game)

Is the farmland boom built on ethanol?  (Reuters)

Strategy

You cannot win as a trader without a positive expectancy.  (SMB Training)

How high beta stocks are like call options.  (Falkenblog)

On proper option trade structuring.  (Tyler’s Trading)

Are the ‘CARBS‘ markets still worth a look?  (FT Alphaville)

Some research into the first financial bubble.  (SSRN, HistorySquared)

Companies

Free shipping ain’t free for US retailers.  (FT)

Why is Warren Buffett now embracing analysts?  (Deal Journal)

Steer clear of Sears Holdings ($SHLD).  (YCharts Blog)

The market is putting zero value on future Apple product innovations.  (Asymco)

Why eBay ($EBAY) is buying Hunch.  (GigaOM)

Facebook hasn’t ruined everything.  (Howard Lindzon)

Hedge funds

Low returns and high correlations make it difficult to make the case for hedge funds.  (Felix Salmon)

Hedge funds are getting picky about their investors.  (FT)

Big hedge funds continue to attract the bulk of hedge fund investments.  (Bloomberg)

Finance

Jeffries Group ($JEF) defends itself.  (MarketBeat)

Algorithmic trading models are now available to some retail traders.  (WallStreet&Technology via @newrulesinvest)

MF Global customers need to be made whole.  (Peter L. Brandt also Term Sheet)

Funds

What Vanguard has been up to this year.  (Morningstar)

More bond ETFs are coming your way.  (IndexUniverse)

Global

How the “credit insurance fraud industry” helped cause the Euro mess.  (Dr. Ed’s Blog)

We are nearing the end days of the current Euro.  (FT Alphaville)

The FTSE is the home of choice for former Soviet Union resource companies.  (FT Alphaville, beyondbrics)

Economy

The Chicago Fed National Activity Index ticked up in October.  (Calculated Risk)

The mixed picture that is the jobs market.  (Bonddad Blog, Horan Capital Advisors)

Economists get an online debating society all their own.  (WSJ, Marginal Revolution)

On the value of doing nothing on the budget deficit. (Daniel Gross, Crackerjack Finance)

Earlier on Abnormal Returns

Looking for an edge in the long run and the mistakes many investors make along the way.  (Abnormal Returns)

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

Mixed media

Savings bonds are going electronic.  (WSJ)

In case you hadn’t noticed Bloomberg LP is taking over the world.  (Daily Beast, Deal Journal)

For elite performers, maybe talent matters more than we think.  (NYTimes via Money Game)

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