Sunday links: strongly held opinions

• abnormalreturns
• February 24th, 2013

Quote of the day

J.C. Parets, “These markets trade, what, 252 or so days out of the year? Do we always need to have a strong opinion?”  (All Star Charts)

Chart of the day

AMLP Total Return Price data by YCharts

MLPs land on the cover.  (Barron’s also In Pursuit of Value)

Markets

It’s still not “cool” to own stocks.  (Dynamic Hedge also Horan Capital)

Is small cap outperformance done?  (Brett Arends also Systematic Relative Strength)

Korea is overbought while grains are oversold.  (Global Macro Monitor)

Strategy

Some investors have already forgotten the trauma of the financial crisis.  (Jason Zweig, WSJ)

What Barry Ritholtz is thinking at the moment.  (Forbes)

What we should be teaching college students about finance.  (Aleph Blog)

Compound interest, the upside (and downside).  (Wade Pfau)

Companies

Is a cheaper iPhone a bigger iPhone?  (SplatF)

Buzz keeps growing around Google Glass.  (Term Sheet)

Finance

Should we be concerned about the boom in M&A activity?  (NYTimes)

Leveraged loan funds are hot, hot, hot.  (FT)

Global

“Global investors are salivating over Africa.“  (Economist)

Does any one really care about the Moody’s downgrade of the UK?  (FT Alphaville, Quartz, Income Investing)

Economy

Trucking had a strong January.  (Calculated Risk)

Housing inventory keeps falling: the implications.  (Calculated Risk, Sober Look)

A look back at the economic week that was.  (Calculated Risk)

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

Earlier on Abnormal Returns

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

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

Mixed media

“Real-time news is neither.”  (Seth Godin)

Will your startup change the world?  (AllThingsD)

How many PhDs actually become college professors?  (The Atlantic)

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