Sunday links: marginally higher returns

Quote of the day

Jason Zweig, “So don’t chase marginally higher returns just because someone is marketing them,”  (WSJ)

Chart of the day

CUSESI 0913 624x370 Sunday links:  marginally higher returns

Domestic economic surprises are on the upswing.  (Reuters via @RyanDetrick)

Markets

Wealthy investors are once again seeking out risk assets.  (Barron’s)

What is spooking the bond market of late?  (your wealth effect)

The evolution of fixed income returns in large part on the path of rates.  (Felix Salmon)

Why reactions to the Fed still matter.  (A Dash of Insight)

Strategy

Why traditional benchmarks can send investors off track.  (StreetTalk Live, Random Roger)

IPOs are great if you can get in on the deal, otherwise pass.  (Long Short)

Why you should ignore the financial media: they focus on “worthless” forecasts.  (Dan Solin)

Twitter

Trying to put a valuation on Twitter using comparables.  (The Exchange, Dealbook)

Twitter has done things differently than Facebook ($FB) so far.   (WSJ)

Why Twitter wants to get things done quickly.  (Quartz)

Why is Twitter going public now?  (Ivanhoff Capital)

Is Twitter, and not Facebook, the harbinger of a consumer tech IPO wave?  (Reuters)

Finance

Why is the CFTC so far ahead of the SEC on high-frequency trading?  (Marketwatch)

A review of Money for Nothing a new documentary about the Fed.  (Breakingviews)

Why we really didn’t learn all that much from the financial crisis.  (Justin Fox)

ETFs

Did high yield bond ETFs exacerbate the sell off in high yield bonds earlier this year?  (MoneyBeat)

Fidelity is getting sued by its own employees over its 401(k) plan.  (Marketwatch)

The ETF Deathwatch for September 2013 grows.  (Invest with an Edge)

Global

Why are German equities cheaper than US equities?  (Philosophical Economics)

Are Canadian consumers getting too leveraged up?  (Sober Look)

Economy

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

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

Why QE is so difficult to stop.   (FT Alphaville)

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

What next for Klout?  (Business Insider)

Pedigree matters in Silicon Valley.  (Reuters, HBR)

How Zynga ($ZNGA) went from hero to zero so quickly.  (ArsTechnica)

Scott Berkun’s A Year Without Pants gives us an inside look at the working world of WordPress.com.  (Aleph Blog)

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