Sunday links: asset allocation behaviors

Quote of the day

James Osborne, “When we get down into the nitty-gritty details, there is no way to predict which asset allocation will provide the best risk-adjusted returns this year or for the next ten years. But we can certainly have a say in our behavior.”  (Bason Asset Management)

Chart of the day

The Treasury yield curve is flattening.  (Bloomberg)


Why you can’t be too bullish or too bearish these days.  (The Felder Report)

A different way of looking at relative strength.  (Adam Grimes)

Falling fees

The days of closet indexers is coming to a close.  (Jason Zweig also Mark Quinn, Pragmatic Capitalism)

Comparing the offerings from all of the emerging online investment managers.  (NYTimes)


The case for breaking up PepsiCo ($PEP).  (Barron’s)

Amazon ($AMZN) wants to get into the online ad business.  (WSJ)

The core principles of the CEOs highlighted in The Outsiders by William Thorndike.  (Clear Eyes Investing)


Wall Street no longer attracts the Renaissance kids…and that’s okay.  (The Epicurean Dealmaker, Kevin Roose)

Private equity has a big problem: valuations.  (FT)


Austerity was a huge mistake for the Eurozone.  (Joe Weisenthal)

What are the common factors among economies that stagnate?  (Tyler Cowen)

Twelve charts this week on the global economy.  (Quartz)


A look back at the economic week that was.  (Bonddad Blog, Big Picture)

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

Earlier on Abnormal Returns

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

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

Mixed media

Peculiar habits of incredibly successful people.  (Morgan Housel)

Why drafting works.  (Seth Godin)

You can support Abnormal Returns by visiting Amazon or follow us on StockTwits, Tumblr 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 If you click on my 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.