Thursday links: financial follies
- September 15th, 2011
This is an early (and abbreviated) edition of the linkfest. We will get back to our regular schedule shortly.
Chart of the day
Finance sector just cannot catch a break. (StockCharts Blog)
Looking to get long for a trade. ($SPY">Big Picture)
47% of S&P 500 stocks yield more than the 10 year Treasury. (Bespoke)
Investment grade corporates provide a yield advantage but at what cost? (FT Alphaville)
Tough times for industrial stocks. (Bespoke)
Checking back in on the silver market. (Market Anthropology)
How to play a better than expected scenario in Europe. (A Dash of Insight)
Why you should ignore your 401(k) balance. (Felix Salmon)
The early history of John Bogle and the index fund. (Falkenblog)
Fidelity Magellan as an abject example of the challenges of money management. (The Reformed Broker)
Quant hedge funds have an advantage when it comes to succession. (Dealbook)
Enhanced beta is the new alpha. (IndexUniverse)
Leveraged lending is back, sorta. (WSJ)
Are public pensions still too exposed to equities? (WSJ)
George Soros on the highly uncertain future of the Euro. (Reuters)
CDS prices now put a French default ahead of a California default. (Bespoke)
What are retail sales telling us at the moment? (macrofugue)
The 2011 FT/Goldman Sachs Business Book of the Year shortlist is out. (FT)
How “Return of the Jedi” lost money according to Hollywood accounting. (The Atlantic)
College kids these days are mostly talk. (LiveScience)
Abnormal Returns is a founding member of the StockTwits Blog Network.
Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
Abnormal 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 »
- Wednesday links: a deliberate bet
- Tuesday links: bullish on hedge funds
- Monday links: knowing your time horizon
- In search of growth in a shrinking pool
- Sunday links: lucky or smart
- Top clicks this week on Abnormal Returns
- Saturday links: systems vs. goals
- Friday links: avoiding complexity
- A transitional moment for advisors
- Active vs. passive: try harder or do something easier?