Sunday links: staying true

Quote of the day

Roger Ehrenberg, “In short, know thyself and stay true to the mission.”  (Information Arbitrage)

Chart of the day

SPX50DMA Sunday links:  staying true

A rapid turnaround:  the percentage of S&P 500 stocks above their 50 day moving average.  (Fireside Charts)

Video of the day

Rob Arnott of Research Affiliates talks with Consuelo Mack.  (Wealthtrack)


Another look at higher breadth readings.  (Bespoke)

Now is the time to start dip back into the housing market.  (WSJ)

The PrimeX indices have gone prime time.  (FT Alphaville)


Pensions funds are pouring into the farmland market.  (FT)

The Feds are worried about the rapid rise in farmland prices.  (Businessweek)

Agriculture are not a ‘no-brainer’ investment.  (WashingtonPost)


The case for giving up on commodities.  (WSJ)

Oil has disengaged from the rest of the commodity crowd.  (Globe and Mail)

Does speculation drive oil prices?  (FRB Dallas)


Why investors find it so difficult to “harvest their losses.”  (WSJ)

How to drown out the market’s increasing noise.  (Derek Hernquist)

Most investors have no idea what alternative assets are.  (InvestmentNews)

Why selling calls ‘into a rip’ can make sense.  (Phil Pearlman, Tyler’s Trading)

Past performance is no guarantee:  the case of John Paulson.  (NYTimes)

An oldie but a goodie, a look at stock loss orders.  (Big Picture)


Apple ($AAPL) as slingshot.  (Apple 2.0)

How much do Apple’s factories cost?  (Asymco)

Barron’s once again makes the case for the financials, including Morgan Stanley ($MS).  (Barron’s, ibid)


A better way to buy back shares.  (Dealbreaker)

The many issues surrounding mortgage REITs.  (WSJ)

Ameriprise Financial has some explaining to do.  (NYTimes)

Don’t expect credit card charge-offs to get much better.  (Real Time Economics)


A look at the performance of leveraged ETFs.  (CXO Advisory Group)

Is the bloom off the WisdomTree Investments ($WETF) rose?  (Barron’s)


Why do French bond yields continue to blow out relative to German yields?  (Global Macro Monitor)

Looking for value in European corporate (non-financial) bonds.  (WSJ)

Do Canada’s banks deserve their rich premium?  (HistorySquared)

It seems like everyone is cooking the books these days.  (The Psy-Fi Blog)


Economic numbers keep coming in better than expected.  Is Operation Twist why?  (Money Game)

Is recent consumer spending supported by the facts?  (macrofugue)

Bill Gross is looking for 0% growth in the developed economies.  (Money Game, Dealbreaker, FT, Fundmastery Blog)

Is economic volatility the new normal?  (Calculated Risk)

The economy is still “grinding it out” but everyone still thinks we are in a recession.  (Daniel Gross)

What the Occupy Wall Street crowd should be calling for.  (Big Picture)

Earlier on Abnormal Returns

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

The most crowded trade in the world.  (Abnormal Returns)

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

Mixed media

Why are biases so hard to overcome.  (WSJ)

Are video gamers better technical analysts?  (Phil Pearlman)

The best MBA programs and is time running out on non-elite programs?  (Economist, ibid)

Abnormal Returns is a founding member of the StockTwits Blog Network.

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.