Thursday links: an investment paradox

Quote of the day

Howard Marks, “This paradox exists because most investors think quality, as opposed to price, is the determinant of whether something’s risky. But high quality assets can be risky, and low quality assets can be safe. It’s just a matter of the price paid for them.”  (Ivanhoff Capital)

Chart of the day

HPQ 1212 Thursday links:  an investment paradox

Is the long decline in Hewlett-Packard ($HPQ) finally over?  (chessNwine)

Markets

A review of the many January-based indicators.  (All Star Charts)

Is the 200-day moving average broken?  (Market Montage)

If Apple ($AAPL) continues to deflate then the Nasdaq is in trouble.  (Market Anthropology)

What happens after the VIX hits a 100-day high?  (Quantifiable Edges)

Strategy

What happens in a world where investment edges are rapidly exploited?  (Price Action Lab, research puzzle pieces)

Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Biase by Wesley Gray and Tobias Carlisle is now available.  (Greenbackd)

Technology

Why Apple beats Microsoft ($MSFT) on the consumer side.  (Jeff Matthews)

Tablets are the new e-readers.  (GigaOM)

What next for already established ‘alternative social networks’, including Path and Tumblr?  (Pando Daily)

Why aren’t wireless carriers investing more in infrastructure?  (Bloomberg)

Finance

Wall Street is hiring compliance officers and firing traders.  (The Executive via @researchpuzzler)

The crowdfunding crowd is still waiting on SEC rules.  (NYTimes)

SeaWorld Entertainment is going public.  (Dealbook, Deal Journal)

Global

Japanese stocks are rocking.  (The Reformed Broker)

A European stock rally is here.  (Humble Student)

Beijing’s IPO lid is shut tight.  (Deal Journal)

Russia is by far the cheapest of the BRICs.  (WSJ)

A surprising amount of emerging market investments are passively managed.  (beyondbrics)

You need strong nerves to invest in Cambodia, but the opportunities are large.  (Dealbook)

Economy

Weekly initial unemployment claims hit a low for the year.  (Calculated Risk, Capital Spectator)

In case your were skeptical about the housing recovery.  (WSJ)

How will the ‘cyborg revolution‘ affect the economy?  (Noahpinion)

Mixed media

In praise of Oscar bait.  (Slate)

Roger Ebert’s 10 best films of 2012.  (Sun-Times)

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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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