Thursday links: true grit

This an early and abbreviated version of the daily linkfest.  We will back to our normal schedule tomorrow.

Quote of the day

Jonah Lehrer, “Grit requires passion. Grit requires love. And love is just another name for what never gets old.”  (The Frontal Cortex)

Chart of the day

AAPL Thursday links:  true grit

A long term look at Apple stock price.  (chessNwine)

Markets

It’s time for the US to start outperforming the rest of world.  (Bespoke)

What if the stock market were a bond?  (Crossing Wall Street)

Are quants driving the markets too much?  (Doug Kass)

Demographic changes affect the markets through valuation.  (Humble Student)

Bonds

Bond investors are reaching for duration.  (FT)

10 Treasury yield=Nominal GDP.  (FT Alphaville)

Demand for junk bonds has “dried up.”  (WSJ, ibid)

Investment grade bonds finally crack.  (StockCharts Blog)

Gold

The % drop in gold over the past two days ranks in the top 10.  (FT)

The correction in gold prices was long overdue.  (Pragmatic Capitalism)

Gold prices can go down.  (EconomPic Data)

How do moving averages do in identifying gold market regimes?  (CXOAG)

Comparing the gold ETFs.  (ETFdb)

Bank of America

Why the fall in Bank of America ($BAC) is overdone.  (Bronte Capital)

A look at Bank of America debt.  (WSJ)

Technology

Enterprise software companies needs to “change its DNA.”  (Dealbook)

Why you will use Google+ whether you want to or not.  (The Next Web)

Finance

More John Paulson performance schadenfreude.  (Deal Journal)

ETFs are MP3s, mutual funds are eight-tracks.  (InvestmentNews)

Managed futures are bouncing back in August.  (FINalternatives)

News flash.  Investors want management fees to come down.  (All About Alpha)

Global

Frontier markets have held up pretty well during this market decline.  (WSJ)

If China goes down, it is going to take Brazil with it.  (Forbes)

A tale of two PIIGs.  (Calafia Beach Pundit also The Source)

Six lessons we can learn from Japan.  (Curious Capitalist)

Economy

Where monetary (and fiscal) policy stand.  (FT Alphaville, ibid)

Did the stimulus work?  (Ezra Klein, ibid)

How the money market rescue plan worked.  (Felix Salmon)

Earlier on Abnormal Returns

The ultimate Steve Jobs resignation linkfest.  (Abnormal Returns)

Mixed media

Seven lessons learned from the world’s first great blogger.  (Altucher Confidential)

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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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