Monday links: valuation vagaries

Here’s hoping our readers had a happy and healthy 2012. We will catch up again in the New Year!

Quote of the day

Howard Lindzon, “Cheap is a dangerous term in investing.”  (Howard Lindzon)

Chart of the day

 Monday links:  valuation vagaries

Lumber futures are at an 8-year high.  (WSJ cautionary Bloomberg)

Markets

Market tendencies change: see the last trading day of the year.  (Quantifiable Edges)

Stop looking for edges in the ultra-short term.  (Dynamic Hedge)

A look back at one of the more prescient calls in 2012.  (research puzzle pix)

Portfolio insurance for free (sort of).  (VIX and More)

Strategy

In 2012 I learned that…. (The Reformed Broker)

Ten new must-read investing blogs.  (Mick Weinstein)

Aswath Damodaran, “Having a long time horizon is the best protection against taxes.”  (Musings on Markets)

Why women are better retirement planners.  (Robert Seawright)

A few notes on James Weatherall’s The Physics of Wall Street: A Brief History of Predicting the Unpredictable.  (CXO Advisory Group also Minyanville)

Companies

Successful mobile apps need data: calling Apple ($AAPL).  (WSJ)

The worst footnote of 2012 was… (footnoted)

Finance

20% of deposits in US banks are going to lose their insurance tomorrow.  (NYTimes)

One of the problems with hedge funds these days is that they are misnamed.  (Market Safari)

Duff and Phelps ($DUF) to go private.  (Dealbook, WSJ, Term Sheet)

Funds

Happy New Year!  iShares hikes fees on a scad of ETFs.  (IndexUniverse)

A complete list of new ETFs in 2012.  (ETFdb)

The biggest mutual fund surprises of 2012.  (Morningstar)

Global

2012 was another year driven by the world’s central bankers.  (Gavyn Davies)

Does the market really believe that Japan can pull off higher inflation?   (Tim Duy)

China’s manufacturing economy is once again expanding.  (Pragmatic Capitalism)

Economy

Checking in on the ECRI recession call.  (dshort)

Nominations for the top economics stories of 2012.  (EconLog)

The fiscal cliff is affecting consumer sentiment.  (Sober Look also Slate)

Why is the 30-year mortgage rate a lot lower?  (Liberty Street Economics)

Earlier on Abnormal Returns

Authors pick their favorite finance books for 2012.  (Abnormal Returns)

Resolutions

Why not resolve to do less in 2013?  (Slate)

Don’t tell any one about your New Year’s resolutions.  (Scientific American)

Mixed media

Reason #251 to turn off cable news: the fiscal cliff.  (The Reformed Broker)

StockTwits isn’t just for amateurs any more.  (UpsideTrader)

Starting a blog: the pros and cons.  (mathbabe)

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

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus
  • 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 »

  • StockTwits Follow Abnormal Returns on StockTwits Follow Abnormal Returns on Twitter Follow StockTwits on Facebook Subscribe to Abnormal Returns RSS via Email Subscribe to Abnormal Returns RSS
  • Recent Posts

  • Archives

  • Join StockTwits
  • Get Updates!

    100% Privacy. We don't spam.