Sunday links: a selling environment

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Quote of the day

Leon Black, “We think it’s a fabulous environment to be selling…We’re selling everything that’s not nailed down. And if we’re not selling, we’re refinancing.”  (Barron’s)

Chart of the day

XLKSPY 0513 Sunday links:  a selling environment

The return of tech sector outperformance.  (StockCharts Blog)

Markets

The volatility of volatility is pretty high at the moment.  (Unstructured Finance)

Small investors love trading ‘mini’ options.  (WSJ)

Don’t be fooled: banks are underperforming the market.  (TheArmoTrader)

Hard to see how TIPS aren’t overvalued in here.  (WSJ)

What the Central Fund of Canada ($CEF) tells us about precious metals sentiment.  (StockCharts Blog)

Strategy

On the attraction of companies that actually reduce share counts through buybacks.  (Mark Hulbert)

Why sector rotation is inevitable.  (A Dash of Insight)

Fear mongering sells.  (Above the Market)

Why reading the headlines can affect your risk tolerance.  (Investing Caffeine)

Companies

Big launch parties do not equal success.  (Pando Daily)

Pepsi ($PEP) is likely headed for a breakup of the company.  (Breakingviews)

Six tough questions for Warren Buffett.  (Quartz, Aleph Blog)

Does Google Glass even make sense when\re multitasking is shown to be a detriment to performance?  (SAI)

Finance

What good is a ‘risk tolerance‘ questionnaire?  (Jason Zweig)

Sallie Krawchek scolds financial advisors, tells them to communicate with clients better.  (Financial Planning)

A closer look at Mario Gabelli’s hedge fund-like compensation structure.  (Dealbook)

ETFs

Does Morningstar judge Doubleline Total Return too harshly?  (Institutional Imperative)

There is a flaw with preferred stock ETFs.  (Barron’s)

Global

The Japan trade is not over by a long shot.  (UpsideTrader)

On understanding the carry trade.  (Behavioral Macro)

To fight pandemics we need to incentivize research including prizes.  (NYTimes, Marginal Revolution)

Economy

More on the mixed picture that is US economic growth.  (Free exchange, Rational Irrationality, Felix Salmon)

A look back at the week in economic stats.  (Bonddad Blog)

The economic schedule for the coming week.  (Calculated Risk)

Earlier on Abnormal Returns

What you missed in our Saturday long form linkfest.  (Abnormal Returns)

Top clicks this week on the site.  (Abnormal Returns)

Mixed media

Another RSS feed reader, FeedWrangler, joins the post-Google Reader free-for-all.  (Pando Daily)

How we can ‘steel our minds‘ against distractions.  (NYTimes)

Jerry Seinfeld on why coffee is so central to our culture.  (NPR)

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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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