Thursday links: mitigating emotional impulses

Quote of the day

Mark Dow, “Individual investors would add more value to their own portfolios if focused on building an investment approach that mitigated emotional impulses.”  (Behavioral Macro)

Chart of the day

EFAILF 1212 488x420 Thursday links:  mitigating emotional impulses

Developed markets are beginning to outperform Latin America.  (All Star Charts)

Markets

The “wall of worry” keeps rising.  (Pragmatic Capitalism)

The NAAIM survey shows managers as being overly bullish.  (NAAIM via @capitalobserver)

The Fed is not a day trader.  (The Reformed Broker)

How much longer can small caps continue to beat large caps?  (research puzzle pix)

Skill vs. luck

Skill is rare in bond managers.  (Total Return)

You can never shake the effects of luck from investing results.  (Enterprising Investor)

Strategy

Adam Grimes, “Even in this day of algorithmic trading, nothing truly essential has changed.”  (Adam Grimes)

Some smart manager are eschewing bonds altogether.  (David Snowball)

Why you should think of restricted stock as cash.  (Wealthfront)

Companies

The biggest risk for Apple ($AAPL): lower profit margins.  (SAI)

Jared Woodard on what the Apple VIX saying.  (Phil Pearlman)

Google ($GOOG) Maps is back on iOS.  (WSJ, Pogue, The Verge)

Here’s why Sprint ($S) wants to buy the rest of Clearwire ($CLWR).  (GigaOM)

Finance

Why are institutional investors willing to keep their money in a scandal-tinged hedge fund?  (Dealbook)

What does it take to start a hedge fund these days?  (Clusterstock)

Another ETF sponsor, FlexShares, is self-indexing.  (IndexUniverse)

The increasingly bright future of peer-to-peer lending.  (Fortune)

Crowdfunding rules are in limbo.  (WSJ)

Global

Being short French bonds has been a losing proposition.  (Reuters)

Betting no Mark Carney to make some big changes at the Bank of England.  (Gavyn Davies)

Economy

More reactions to the Fed’s surprise move to change monetary policy goals.  (Tim Duy, RTE, Free exchange, Econbrowser, Daniel Gross, Bonddad Blog)

When will the unemployment rate reach 6.5%?  (Avondale Asset, Sober Look)

Who you shouldn’t listen to when it comes to the fiscal cliff.  (A Dash of Insight)

Some good economic numbers post-Sandy.  (Capital Spectator)

Will housing inventory bottom in 2013?  (Calculated Risk)

The demographic bind facing America.  (Economist, Free exchange)

Farmers are reacting to higher land prices by selling.  (WSJ)

Mixed media

Which minor league stats help predict future MLB success.  (Wired)

When meteotsunamis strike from out of the blue.  (LiveScience)

Paper towels crush air dryers where it counts.  (Conversable Economist)

Why afternoon may be the best time to exercise.  (Well)

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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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