Sunday links: a timely basis

Quote of the day

Barry Ritholtz, “Market tops are long-drawn-out processes; bottoms are emotional, panic-filled events. Very, very few people can call either on a timely basis. You are not one of those people.”  (WashingtonPost)

Chart of the day

TNX 0413 Sunday links: a timely basis

About that inevitable rise in Treasury yields.  (Bespoke)

Markets

A change in market tone is now here.  (Dynamic Hedge, ibid)

What the heck is going on with the consumer staple stocks?  (Phil Pearlman also Barron’s)

Investors are buying stocks that look like bonds.  (Michael Santoli)

High yield vs. equities: which looks cheaper?  (Floyd Norris)

Should we fear a rollover in bond CEFs?  (McClellan FP)

Corn is oversold.  (Global Macro Monitor)

Strategy

Cash is not king.  (LearnBonds)

Whatever happened to the equity risk premium?  (Crossing Wall Street)

Time to start thinking about ‘Sell in May.’  (Mark Hulbert)

Alpha is a finite resource.  (The Reformed Broker)

Dividends don’t get the credit they deserve.  (Vitaliy Katsenelson)

You cannot separate expertise from environment.  (the research puzzle)

Research

A look at absolute momentum strategies.  (SSRN)

Do valuations help in market timing?  (Turnkey Analyst)

Companies

How big is Verizon Wireless on a a standalone basis?  (Barron’s)

Picking apart the Loews ($L) annual report.  (The Brooklyn Investor)

Finance

Electronic trading is “muscling in” on corporate debt.  (FT)

Private equity wants in on your 401(k).  (Bloomberg earlier Abnormal Returns)

Tail risk hedge funds have lost favor with investors.  (Reuters, Dealbreaker)

The JOBS Act has been a bust.  (Quartz, Businessweek)

Intrade has a shortfall and will liquidate.  (Rajiv Sethi, Business Insider)

Funds

Why is the Pimco Total Return ETF ($BOND) outperforming its open-end cousin?  (Jason Zweig)

All the cool kids are opening hedge fund-lite mutual funds.  (Clusterstock)

What fund managers don’t want to see when meeting management.  (Barron’s)

Index fund performance gets better with age.  (Rick Ferri)

Japan

The surprise that is Abenomics.  (Noahpinion)

Low global interest rates, especially in Japan, are still a puzzle.  (Free exchange, LearnBonds)

Japanese investors are warming to equities.  (WSJ)

Africa

Africa’s equity markets are booming.  (Economist contra

A closer look at the Global X Nigeria ETF ($NGE).  (Barron’s)

Economy

What the Fed might think about the March jobs report.  (Tim Duy, RTE, Bonddad Blog)

Rail traffic was mixed in March.  (Calculated Risk)

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

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

Earlier on Abnormal Returns

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

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

Aggregation

How news aggregators affect click through rates.  (SSRN)

What’s BI going to do with Jeff Bezos’ money?  (Felix Salmon)

Mixed media

It’s hard to change people’s minds about fundamental things.  (Falkenblog)

Why technology predictions so often go wrong.  (Chris Dixon)

Fake Twitter followers are a big business.  (Bits)

Why baseball tickets should be priced like airline seats.  (HBR)

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