Thursday links: enlightening failures

• abnormalreturns
• June 23rd, 2011

Quote of the day

Tom Brakke, “While we all like to talk about our success stories, the failures we have had can often be more enlightening.”   (the research puzzle)

Chart of the day

The upside of lower oil prices, lower gasoline prices.  (Finviz, Ticker Sense)

Oil

The dark side of a release of oil reserves.  (Gregor Macdonald)

Watching the natural gas/oil ratio.  (All Star Charts)

What are the long term prospects for the WTI-Brent spread?  (FT)

Commodities

Why aren’t copper prices down more?  (Trader’s Narrative)

Livestock prices are at new highs.  (Calafia Beach Pundit)

Advisers are burned out on new commodity ETFs.  (IndexUniverse)

Companies

Given its relative weakness are any analysts willing to put a sell rating on Apple ($AAPL)?  (Bespoke)

iPhone vs. Android:  a tale of the tape. (TechCrunch)

Is this the death knell for the Sotheby’s ($BID) indicator?  (Felix Salmon)

Anti-trust investigations are weighing on Google ($GOOG) stock.  (TechCrunch, Crossing Wall Street)

Finance

Are further Wall Street layoffs good for the economy?  (The Atlantic)

What does index pricing mean when most trades occur off-exchange?  (FT Alphaville)

Where’s the ETF?  A list of all the Chinese reverse merger stocks.  (Fund My Mutual Fund)

Hedge funds

Hedge funds officially have new reporting requirements.  (Dealbook, NetNet, WSJ)

Hedge fund stars seem to be taking it on the chin of late.  (Economist)

Hedge fund investors are becoming wary of funds that get too big, too fast.  (Reuters)

Notes from another recent hedge fund confab.  (market folly)

Do hedge funds manipulate prices around quarter end?  (Insider Monkey)

Global

Edward Harrison, “At the end of the day, what people want to know is who is insolvent and who isn’t. Once they know, they can fight over who takes the losses.”  (Credit Writedowns)

Europe has few good option in regards to Greece.  (Economist)

Default ain’t free.  Argentina is still paying for its past debt sins.  (NYTimes)

Swiss watch sales just keep on chugging.  (The Source)

Economy

Ben Bernanke does not have a lot of friends at the moment.  (A Dash of Insight also Business Insider, Aleph Blog, The Atlantic, Free exchange)

QE2 illustrated.  (EconomPic Data)

When will we see some good economic news?  (Calculated Risk)

Recalculating the Misery Index to make it more miserable. (Pragmatic Capitalism)

The L-shaped vs. V-shaped recovery.  (Pragmatic Capitalism)

Earlier on Abnormal Returns

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

Mixed media

A look at Howard Marks‘ new book The Most Important Thing:  Uncommon Sense for the Thoughtful Investor.  (CXO Advisory Group)

Why we love the taste of protein, or why it is so hard to go vegan.  (The Frontal Cortex)

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