Monday links: seeking clues

Quote of the day

Tyler Craig, “As traders we are all detectives seeking clues.”  (Tyler’s Trading)

Chart of the day

AAPLIV Monday links:  seeking clues

Apple (AAPL) as value play.  (Value Expectations)

Markets

Bulls are running out of options.  (Humble Student)

Value investors are attracted to the technology sector.  (Bloomberg)

Bob Rodriguez sees trouble ahead. (Fortune)

Just how much muni bonds are outstanding?  (FT Alphaville)

Strategy

Keeping it simple…with trendlines.  (All Star Charts)

Investing without a framework is “financial suicide.”  (Old School Value)

A transcript of David Einhorn‘s presentation at the Ira Sohn Conference.  (Insider Monkey)

ETFs

Can you have non-transparent, actively managed ETFs?  (FT Alphaville)

A look at a slew of new food/ag-related ETFs.  (IndexUniverse)

ETF.com is for sale, for a hefty price.  (Covestor Blog)

Companies

Bank stocks are cheap for a reason.  (WSJ)

The Citigroup (C) reverse split has not worked out as planned.  (Bespoke)

MMM (MMM) is cutting back on R&D.  (research puzzle pix)

Why companies are holding so much cash on the balance sheet.  (NetNet)

IPOs

Scaling a fast-growing business like Groupon (GRPN) isn’t easy.  (Digital Due Diligence also Agile VC)

Why are Groupon insiders selling so much, so quickly?  (SAI)

Does Groupon have an “economic moat“?  (Morningstar also Crain’s Chicago)

Is Groupon overstating revenue?  (Minyanville)

The nuts-and-bolt technology story behind Fusion-io (FIO).  (TechInsidr)

Can Pandora (P) grow into its assumed valuation?  (Breakingviews)

Bankrate.com is going public.  (peHUB)

Why don’t US issuers demand European-like fees for IPOs?  (Journal of Finance)

Global

Sino-Forest bounces back.  (MarketBeat, Clusterstock, Kid Dynamite)

Bad election news for Peruvian copper miners.  (beyondbrics, ETF Trends)

Economy

The US economy has a demand problem.  (Big Picture)

The weakening picture for leading economic indicators.  (Capital Spectator, Atlantic Business, macrofugue)

How much did rising gasoline prices hurt the consumer?  (Money Game)

Is natural gas entering a ‘golden age’?  (WSJ)

Life without QE2 ain’t all bad.  (Econbrowser)

Small business have stopped firing, but are not hiring.  (Calculated Risk)

Nominations

When an Nobel Prize isn’t enough to get you a seat on the Federal Reserve board.  (Bloomberg, Economist’s View, Mankiw Blog, Marginal Revolution)

Are the banks wrong to oppose the Elizabeth Warren nomination?  (New Yorker)

The nomination process is broken.  (Felix Salmon)

Earlier on Abnormal Returns

The financialization of commodities may drive investors in search of diversifiers into managed futures.  (AR Screencast)

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

Books

Using “small bets” to become a better investor.  (Tradestreaming)

A rave review for Todd Harrison’s new book.  (Reading the Markets)

A review of Vikram Mansharamani’s Boombustology.  (Portfolio Probe)

Mixed media

A first-hand case of confirmation bias.  (Credit Writedowns)

In praise of the ‘double-thank you moment.’  (Falkenblog)

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