Sunday links: default distraction

• abnormalreturns
• July 31st, 2011

Quote of the day

Vitaily Katsenelson, “Paraphrasing Charlie Munger, learning about investing only from books is like learning about sex from romantic novels.”  (ContrarianEdge)

Chart of the day

Home Depot ($HD) vs. Lowe’s ($LOW):  a growing spread.  (Barron’s)

Markets

The S&P 500 is sitting on its 200 day moving average.  (Afraid to Trade)

Negative TIPS yields all the way out to 7.5 years.  (Crossing Wall Street also Vanguard Blog)

The sectors that have been guiding up this season.  (Bespoke)

Six signs market participants have been preparing for a Treasury default.  (FT Alphaville)

Strategy

On the benefits of cutting your list of stocks to follow down to size.  (Derek Hernquist)

Where one TAA model stands today.  (MarketSci Blog)

VIX meet the CBOE VIX Tail Hedge Index.  (Focus on Funds)

Finance

Is your mutual fund getting into the distressed-lending business?  (WSJ)

What next for Goldman Sachs ($GS)?  (WashingtonPost)

The debt ceiling debate is a “sideshow” compared to the state of the financial industry.  (WashingtonPost)

A recap of the Gundlach-TCW battle to-date.  (Barron’s also Deal Journal)

Global

More indications the West is falling behind economically.  (Economist’s View, Carpe Diem)

Demographic changes are putting pressure on Western societies and governments.  (Reuters)

Economy

How to get to a more positive economy in 2012.  (Modeled Behavior)

More takes on the too-slow economic recovery.  (Real Time Economics, Rational Irrationality)

What’s with all the Bernanke bashing?  (NYTimes)

The productivity surge of 2007-2009 was an illusion.  (Michael Mandel, Marginal Revolution)

20% down payments would have prevented much of the problems we experienced due to the housing bubble.  (Pragmatic Capitalism)

Earlier on Abnormal Returns

The links everyone was clicking on this week.  (Abnormal Returns)

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

Mixed media

A brief history of Apple ($AAPL) NOT buying things.  (Technologizer)

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