Sunday links: an unbalanced economy

Quote of the day

Josh Brown, “The stupidity of having such an obviously unbalanced economy is the more important discussion we should be having right now. The corporations are every bit as vulnerable to the disappearance of the middle class as the middle class is itself.”  (The Reformed Broker)

Chart of the day

ISITS 1212 Sunday links:  an unbalanced economy

The technology sector is weaker than commonly believed.  (Sober Look)

Markets

A look at Apple ($AAPL) and Google ($GOOG).  (UpsideTrader)

Domestic focused stocks have outperfomed in 2012.  (Bespoke)

Which view of China’s stock market is right?  (Dynamic Hedge)

Where markets stand at week-end.  (Global Macro Monitor)

Where one TAA model stands going into December.  (MarketSci Blog)

Day of the month seasonality for December.  (MarketSci Blog)

Strategy

It’s tough to be bullish on muni bonds at present.  (Jason Zweig also Barron’s)

Not every MLP is created equal.  (WSJ)

Two VIX ETP success stories.  (VIX and More)

Do you want your hedge fund to have 80% of their assets in two stocks?  (research puzzle pix)

Companies

John Malone continues to re-jigger his Liberty Media ($LMCA) empire.  (Barron’s)

A Microsoft ($MSFT) comeback seems like a distant hope.  (SAI)

Caveat emptor

Seriously, don’t buy promoted penny stocks.  (Aleph Blog)

If you aren’t looking for your money, who is?  (Howard Lindzon)

The fiscal cliff is a media creation.  (Barry Ritholtz)

Finance

Acquisition-based growth strategies rarely work.  (Musings on Markets)

A new class of investors is buying American houses.  (Economist)

The SEC and CFTC should merge.  (Economist)

Global

Europe is still at risk of blowing up.  (Tyler Cowen)

Norway wants to buy some quality US real estate.  (Bloomberg)

Economy

Q4 GDP is not looking good.  (Real Time Economics, Pragmatic Capitalism)

On the plus side 2013 should be the end of the financial crisis for the US economy.  (Money Game)

What would happen if all the Bush tax cuts lapsed?  (Econbrowser)

Does MBS buying do more to goose the economy than buying Treasuries?  (Real Time Economics also Avondale Asset)

A look back at the economic releases for the week.  (Bonddad Blog, Calculated Risk)

A look at the economic schedule.  (Calculated Risk, Money Game)

Earlier on Abnormal Returns

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

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

Mixed media

US birthrates continue to plunge.  (Slate)

The law of unbundling.  (Leigh Drogen)

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.