Sunday links: things not worth the effort

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Quote of the day

James Mackintosh, “If you are confused about how to forecast the next year’s returns, don’t worry. It is probably not worth the effort anyway.”  (FT)

Chart of the day

ef425b43f15942519e669cb7bee3ab66 Sunday links: things not worth the effort

GLD data by YCharts

Gold miners (still) look cheap relative to the shiny metal.  (WSJ earlier Abnormal Returns)

Markets

The incredible vanishing equity supply.  (Macrofugue)

Most investors are still waiting for the other shoe to drop.  (Dynamic Hedge)

Corporate bonds now exceed mortgage-backed bonds for the first time in 20 year.  (Sober Look)

Strategy

Is your fund manager good or merely lucky?  (Jason Zweig)

There is always something to worry about.  (Investing Caffeine)

Investors, focus on what you can control.  (Aleph Blog)

Traders need to be good at being wrong, a lot. (Adam Grimes)

Companies

Why Zynga ($ZNGA) stopped going down.  (YCharts Blog)

Why Intel’s ($INTC) stock is in the tank.  (Slate)

The real reason why Apple ($AAPL) stock is in the doldrums.  (Pando Daily)

Apple and Google ($GOOG) working together for a change.  (Bloomberg)

“Personal identity management” may soon become a real business.  (NYTimes)

Finance

Will insider trading prosecutions serve as a deterrent?  (James Stewart)

The SEC should chide Netflix ($NFLX) for selective disclosure.  (Dan Primack)

Accretive acquisitions are not necessarily good ones.  (Musings on Markets)

Single family home REITs are coming to market.  (NYTimes)

Why are hedge funds moving to Florida?  (HedgeWorld)

Economy

Slow but steady progress on the jobs front.  (Tim Duy)

Why your computer is getting cheaper but your broadband service is not.  (GigaOM)

The Fed needs to be even more clear in its communications.  (A Dash of Insight)

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

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

Earlier on Abnormal Returns

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

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

Mixed media

Michael Mauboussin author of The Success Equation:Untangling Skill and Luck in Business, Sports and Invesitng talks with Consuelo Mack.  (Wealthtrack)

The Southern Investigative Reporting Foundation looks to change investigative journalism of business.  (Talking Biz News)

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