Sunday links: long cash squeeze

Quote of the day

Cullen Roche on the “long cash squeeze. That is the feeling of being long cash that you want to deploy as the market rises.  So you wait for the market to correct, but it never does.”  (Pragmatic Capitalism)

Chart of the day

348209b54c1c9080f23e6cc665529d15 Sunday links:  long cash squeeze

IBB Total Return Price data by YCharts

Biotech stocks are hot, hot, hot.  (UpsideTrader, Barron’s)

Markets

Defensive sectors led to the upside last week.  (Dynamic Hedge)

Investors are fleeing high yield bond funds.  (Sober Look)

How some professionals invest in closed-end funds.  (Morningstar)

An example why you shouldn’t take gold bugs too seriously.  (Mark Dow)

Strategy

Covered calls are not a “protection strategy.”  (Jason Zweig)

There is always the risk of a correction. Why that shouldn’t prevent you from investing.  (A Dash of Insight)

How emotions get the better of investors.  (Interactive Investor via @monevator)

Too much information can choke an investor.  (Investing Caffeine)

A review of John Del Vecchio and Tom Jacobs’ What’s Behind the Numbers? A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio.  (Enterprising Investor)

Companies

What next for Hulu?  (Pando Daily, Term Sheet, BW)

What is UPS ($UPS) telling us about the global economy?  (MoneyBeat)

Finance

Is the practice of selling data to the highest paid customers legit?  (Felix Salmon, James Stewart)

Why do pension funds continue to pour money into alternative assets?  (Economist)

Dark pools are going to have to provide more data to regulators.  (WSJ)

Hedge funds

In defense of hedge funds.  (Dvega/Dtime)

Bill Ackman has not had a good year.  (Business Insider)

Global

Why is the UK reluctant to join the shale gas revolution?  (Project Syndicate)

Where did all the coffee drinkers go?  (Economist)

Economy

Why the Fed is so divided at the moment.  (Sober Look)

Rail traffic continues to struggle.  (Pragmatic Capitalism)

Now is the time to borrow to fix our crumbling infrastructure.  (Barry Ritholtz)

Encouraging homeownership was all about savings. Maybe it is time to re-think things.  (NYTimes)

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

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

Earlier on Abnormal Returns

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

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

Mixed media

Prismatic, or some other machine learning algo, will put this blog out of business.  (Slate)

MLB is really acting like it wants to put steroid users out of business.  (NYTimes)

Forget 3D printing, CNC milling may put some woodworkers out of business.  (Quartz)

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  • 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 »

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