Thursday links: past imperfect

Quote of the day

Phil Pearlman, “I view charts as a representation of market behavior, the only mode of market experience which can be objectively observed.  Future behavior can be derived imperfectly from past behavior.”  (Phil Pearlman)

Chart of the day

EEMbounce Thursday links:  past imperfect

Emerging market equities have bounced.  What next?  (Afraid to Trade)

Markets

A look back at major asset class performance for August.  (Capital Spectator)

September seasonality.  (MarketSci Blog, Bespoke, Ticker Sense)

If 2011 is a repeat of 2010 then good times are still ahead.  (Bespoke also Humble Student)

Not sure what to make of recent sentiment numbers.   (Bespoke)

The stock market is increasingly reacting to financial conditions.  (CBS Moneywatch)

Short sellers piled on last month.  (FT)

The month-end rally likely helped a number of hedge funds.  (Dealbook)

Strategy

Finance blog traffic as a contrarian indicator.  (Big Picture)

How much longer can corporate profits diverge from the broader economy?  (Money Game)

A look at where a TAA model stands today.  (MarketSci Blog)

How to take advantage of elevated gold volatility.  (Tyler’s Trading)

More on the “diversification debate.”  (Above the Market)

Don’t buy a spinoff just because it is a spinoff.  (The Frog’s Kiss via @geoffgannon)

Companies

Good news for Greenlight Re ($GLRE) holders.  (Clusterstock, Dealbook, Dealbreaker)

On the prospects for oil refining margins.  (Climateer Investing)

Why the Feds need to approve the AT&T ($T) takeover of T-Mobile, but won’t. (SplatF, Bloomberg)

Could Warren Buffett’s investment in Bank of America ($BAC) backfire by eroding confidence?  (Dealbook, NetNet)

Three “dividend aristocrats” with 3% yields.  (YCharts)

Technology

Large cash hoards are killing technology valuations.  (The Tech Trade)

Why Apple ($AAPL) should kill off the iPod Touch.  (Daring Fireball)

Google ($GOOG) isn’t just buying a bunch of patents with Motorola Mobility ($MMI) they are also getting some tax breaks.  (Reuters)

Who might buy WebOS?  (TechInsidr)

A high profile solar startup, Solyndra fails.  (Term Sheet)

Low computing costs make a freemium business model possible.  (peHUB)

Funds

Giving Bill Gross a pass on current year performance.  (Felix Salmon)

Pimco is off to a slow start in the equity fund business.  (WSJ)

How much is too much tracking error?  (Wealthfront)

What money market mutual funds have been up to.  (FT Alphaville)

Count John Hancock as a potential new entrant into the world of ETFs.  (IndexUniverse)

The Doubleline Total Return Fund has attracted $10 billion in assets in just 16 months.  (Focus on Funds)

Mortgate REIT holders don’t like the idea of government-led mass refinancings.  (Focus on Funds)

Global

The German stock market is trading at a notable discount the US market.  (Buttonwood also IndexUniverse)

What Brazil’s surprise rate cut really means.  (The Reformed Broker also beyondbrics)

Economy

The ISM Manufacturing index is hanging around 50.  (Calculated Risk, Crossing Wall Street, EconomPic Data)

Unemployment claims continue to hang around 400,000.  (Calculated Risk, Capital Spectator)

Still no sign of a recession in retail store sales.  (Crackerjack Finance)

Getting people back to work is difficult and costly.  (The Source)

Welcome to the new freelance economy.  (The Atlantic)

Honest statistical models are hard to come by these days.  (A Dash of Insight)

Earlier on Abnormal Returns

Media alert:  our upcoming appearance at the World MoneyShow Chicago.  (Abnormal Returns)

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

Mixed media

If your financial “buffer” big enough?  (Aleph Blog)

Fine wine as a really alternative investment.  (CXO Advisory Group)

The Waffle House Index.  (WSJ))

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