Monday links: risk and return are separate

Quote of the day

Eric Falkenstein, “Logically, risk and return are separate, but intuitively, we see them as part of a whole, related in a totally antithetical way.”  (Falkenblog)

Chart of the day

BondSelloffs 0813 Monday links:  risk and return are separate

The bond market sell-off in historical perspective.  (Liberty Street Economics)

Markets

Signs of risk chasing abound.  (Howard Lindzon)

How to play an extended period of low volatility.  (Adam Warner)

Tech stocks are cheap.  (ValueWalk, Turnkey Analyst)

Gold is not out of the woods yet.  (Charts etc.)

Strategy

What is your investment edge? You likely don’t have one. (Forbes)

You have real advantages over professional investors, namely time.  (Random Roger)

The true role of an investment advisor.  (Rick Ferri)

Why you should look at your portfolio holistically.  (WSJ)

How big life changes can change your trading life.  (SMB Training)

20 insights from Maggie Mahar’s Bull: A History of the Boom and Bust, 1982-2004.  (ST50)

Research

The volatility effect in emerging markets.  (IndexUniverse)

How prospect theory helps explain financial market returns.  (Free exchange)

Companies

Does AMC Networks ($AMCX) have a second act in it?  (NYTimes)

Gold miners are once again hedging gold prices.  (FT)

How the Internet is putting the hurt on Weight Watchers ($WTW).  (Wonkblog)

Finance

Wall Street now wants out of the commodity business.  (FT, MoneyBeat)

Hedge funds are giving back outside money to become single-family offices, a la George Soros.  (FT)

Charges of market manipulation about in the Herbalife ($HLF) playground.  (Dealbreaker)

Venture capital

AngelList is the Android of venture capital.  (VentureBeat)

Would VC-backed companies have better IPOs with smaller underwriters? (peHUB)

ETFs

Some top value managers are loading up on cash.  (Institutional Imperative, TRB)

Charles Schwab ($SCHW) is launching more ultra-short bond ETFs.  (IndexUniverse)

How is the Global X Top Guru Holdings Index ETF ($GURU) doing?  (research puzzle pix)

Bond fund vs. individual bond ladders.  (Learnbonds)

Global

On the gap between developed and emerging market PMIs.  (FT Alphaville)

Investors are warming to beaten down European stocks.  (WSJ)

The short Aussie dollar trade is getting crowded.  (Sober Look)

The China risk story is going mainstream.  (Humble Student)

Economy

The ISM non-manufacturing index for July shows robust growth.  (Calculated Risk, CBP)

Has the Fed been too clear about its intentions?  (MoneyBeat)

The case for Septaper.  (Tim Duy)

Policy uncertainty has dissipated.  (Wonkblog)

Where are all the new households?  (The Reformed Broker)

Earlier on Abnormal Returns

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

Mixed media

Should you delete all the e-mails you received while on vacation?  (BBC)

It’s too darn hard to work on mobile.  (Justin Paterno)

Why you should buy your next car online.  (Slate)

Can The Next Big Sound find new hot music acts?  (CBS News)

The 25 best bloggers, 2013 edition.  (Time)

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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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