Monday links: the best phone ever

Quote of the day

Farhhad Manjoo, “(T)he iPhone 5 is the best phone ever to grace the earth. It beats every single rival on just about every metric you can think of, including speed, battery life, and especially beauty and workmanship.”  (Slate)

Chart of the day

24dc5855ed410b3f53d300e47b3b2c56 Monday links:  the best phone ever

AGN data by YCharts

Why Botox-maker Allergan ($AGN) is growing so quickly in a slow economy. (Daniel Gross)

Markets

Q3 S&P 500 dividends were up nearly 20% year-over-year.  (Crossing Wall Street)

What is market breadth saying about the rally?  (Covestor Blog)

The dangers inherent in Q3 earnings.  (Money Game)

Strategy

The pros and cons of 13-F filings.  (Market Folly)

What would $USO and $UNG have done over the long run?  (MarketSci Blog)

Diversification

Why don’t more people follow some simple TAA strategies?  (Turnkey Analyst)

Are managed futures still a good diversifier?  (Au.Tra.Sy Blog)

On the diversification power of commodities. (SSRN via CXOAG)

Apple

Apple ($AAPL) has ordered 10 million iPad Minis, to start.  (Digits, AppleInsider)

Why the iPod still matters.  (Fortune)

Apple stock has broken, to the downside, its 50 day moving average.  (Minyanville)

Finance

A profile of low-key activist investor Barry Rosenstein.  (WSJ)

The SEC is still gearing up to track high frequency traders.  (NYTimes)

FINRA is taking a closer look at the sale of private REITs.  (InvestmentNews)

ETFs

Vanguard’s index changes are not all that radical.  (IndexUniverse also Rick Ferri)

Three lessons from the indexed ETF price war.  (Marketwatch)

How a fee war could affect Blackrock ($BLK) ETFs?  (Focus on Funds)

Northern Trust ($NTRS) has not given up on the ETF space.  (Marketwatch)

Global

Are Asian exports turning higher?  (Macro Man)

Chinese stocks are wicked cheap. The question is whether it matters or not.  (Bloomberg)

Economy

Labor participation rates are falling for a reason.  (Calculated Risk)

Checking in on Q3 GDP estimates.  (Capital Spectator)

Earlier on Abnormal Returns

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

Data

A rave review for Nate Silver’s The Signal and the Noise: Why So Many Predictions Fail But Some Don’t.  (Slate)

DataMinr is taking a deep dive into Twitter to unearth news before it is news.  (Fast Company via @ldrogen)

Food

Nutella is not a real breakfast.  (Gawker)

Germans increasingly love bourbon.  (WSJ)

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