Monday links: your inflation hedge

This is a quick and dirty version of the linkfest. We’ll get back to it tomorrow.

Quote of the day

Rick Ferri, “Owning a home may not lead to speculative windfall profits that some people earned a few years back, but it beats paying rent. If you can turn rent into something that appreciates with inflation, that’s a good investment.”  (Rick Ferri)

Chat of the day

DBA 0513 Monday links:  your inflation hedge

The big picture for the DB Agriculture ETF ($DBA).  (chessNwine)

Markets

Corporate bond spreads have stopped shrinking.  (Sober Look)

Seasonal tendencies are just that: tendencies.  (Charts etc.)

The (really) bullish valuation case for the S&P 500.  (Dr. Ed’s Blog)

Strategy

Taxes are more important than alpha.  (Turnkey Analyst)

Investors need to incorporate “thoughtful disagreement” into their processes.  (Jason Zweig)

Investors are finding a middle ground between advisors and DIY investing.  (WSJ)

Most of the big public university endowment funds can’t be a 60/40 portfolio.  (All About Alpha)

Companies

How corporate executives benefit from share buybacks.  (WSJ)

The ultimate Berkshire Hathaway ($BRKB) annual meeting wrap-up.  (Jeff Matthews)

Global

The oil and gold booms are over as energy efficiency rises  (Bloomberg, FT)

The ‘reach for yield‘ has reached equities.  (Gavyn Davies)

Norway’s pension fund is buying more real estate.  (FT)

Video

Everyone is talking about the profile of Paul Tudor Jones and the Robin Hood Foundation.  (60 Minutes also Joe Fahmy)

A talk with Charlie Ellis, author of What it Takes: Seven Secrets of Success from the World’s Greatest Professional Firms.  (Wealthtrack)

Mixed media

The 50 best websites of 2013.  (Time)

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