Sunday links: willful disbelief

Quote of the day

DH, “The story is the same as it’s been for a while: we’re in a bull market that no one believes in.”  (Dynamic Hedge)

Chart of the day

TLT 0412 Sunday links:  willful disbelief

The long bond stubbornly refuses to sell off despite all the haters.  (chessNwine, Big Picture)

Markets

2012 year-to-date country stock market returns.  (Bespoke)

Why so many “smart” investors have missed this rally.  (Barron’s)

The stock market wants to see further jobs growth.  (Money Game)

A look at the “megaphone” the S&P is putting in.  (Market Anthropology)

A look at recent strength in the health care sector.  (A Dash of Insight)

Commodities

The oil-to-natural gas ratio has long since lost its informative power.  (The Reformed Broker)

The drive to commoditize diamonds.  (NYTimes)

Companies

It’s not just tech companies that disdain their own shareholders.  (YCharts Blog)

Why Facebook ($FB) terrifies Google ($GOOG).  (ReadWriteWeb)

Finance

Wells Fargo ($WFC) has an appetite for assets Euro banks are looking to shed.  (Deal Journal)

Switzerland all of a sudden has made itself a lot less hospitable toward hedge funds.  (FT)

The human factor: on the rise of angel investing.  (Dan Ramsden)

ETFs
Seriously, ETNs are not ETFs.  (Jason Zweig)

The ETF Deathwatch for April continued to grow.  (Invest With an Edge)

Global

China has widened the trading bands for the renminbi.  (Sober Look, NYTimes)

The path for Spain is clear: it is headed for a bailout.  (Economist Meg)

What might drive Germany from the Euro first?  (MarketBeat)

What can the periphery learn from Germany?  (Economist)

The human cost of the economic crisis in Europe.  (NYTimes)

Economy

How student loans could be an indefinite drag on the economy.  (Barron’s)

Fed doves are unwilling to push their case.  (Tim Duy)

Why household formation has slowed.  (Sober Look)

The higher education system is one of the great success of federalism.  (Marginal Revolution)

The case for federalism.  (Greg Mankiw)

Real estate

Anecdotal evidence that the New York City real estate market has turned.  (NYTimes)

Will people start moving back to the exurbs?  (Wonkblog)

Earlier on Abnormal Returns

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

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

Creativity

How to have great ideas.  (Altucher Confidential)

All artists are self-taught.  (Seth Godin)

Always be posting: a good primer on how to blog.  (BoingBoing)

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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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