Sunday links: everything’s an experiment

Quote of the day

Mig Reyes, “When everything’s an experiment, you shed the fear that comes with trying new things. And that sounds like a better way to grow and learn.”  (37signals)

Chart of the day

RAR 1013 Sunday links:  everythings an experiment

A sign that investors are getting way too bullish.  (StockCharts Blog)

Markets

Why it’s time to lighten up on stocks.  (Dynamic Hedge)

Sentiment toward the US dollar is getting bearish.  (The Short Side of Long)

US stocks are weakening relative to the rest of the world.  (StockCharts Blog)

How should investors think about event risk over weekends?  (VIX and More)

CNBC had its worst quarter in 20 years.  (Talking Biz News)

Strategy

Why it’s important to tune out the noise.  (ZorTrades)

One way to improve your investment process.  (Clear Eyes Investing via Monevator)

The challenge of growth investing: the case of Intuitive Surgical ($ISRG).  (research puzzle pix)

Investors don’t know how to make their money last a lifetime in retirement.  (WSJ)

Newsletter writers fudge performance numbers all the time.  (Mark Hulbert)

Companies

Why Dan Loeb is unlikely to get his way at Sotheby’s ($BID).  (Felix Salmon)

PICO Holdings ($PICO) is a sum-of-the-parts play.  (Barron’s)

An early experience at Potbelly ($PBPB) tells us about the path of American business.  (TheStreet)

Finance

At what price is Twitter ($TWTR) a “very good deal”?  (Musings on Markets)

For now Twitter insiders are not selling any shares in the IPO.  (MoneyBeat)

Rising interest in catastrophe bonds are beginning to affect the price of insurance.  (Economist)

Boiler room operators are on the run.  (The Reformed Broker)

ETFs

Are unconstrained bond funds the answer to the bond conundrum?  (Barron’s)

Managed ETF portfolios are the next big thing.   (Focus on Funds)

ETF statistics for September 2013 shows a slowdown in launches.  (Invest with an Edge)

The senior loan fund space has gotten crowded.  (Focus on Funds)

Economy

How the Washington logjam could be resolved.  (A Dash of Insight)

When if ever does teaching financial literacy make a difference?  (NYTimes)

Policy uncertainty (and economic pessimism) are on the rise.  (macroblog, Sober Look)

A look back at the economic week’s statistics.  (Bonddad Blog)

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

Earlier on Abnormal Returns

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

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

Mixed media

Russ Roberts and Tyler Cowen talk about his book Average Is Over: Powering America Beyond the Age of the Great Stagnation.  (EconTalk)

Why have American companies not invested much lately? Managerial incentives argues Andrew Smithers in The Road to Recovery: How and Why Economic Policy Must Change.  (Economist)

The story of the launch of the original iPhone from Fred Vogelstein’s Dogfight: How Apple and Google Went to War and Started a Revolution.  (NYTimes)

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.