Thursday links: uncorrelated returns

• abnormalreturns
• October 29th, 2009

A couple of short-term oversold measures.  (VIX and More, Quantifiable Edges)

Most investors would have been better off doing nothing the past eighteen months.  (IndexUniverse)

Paul Tudor Jones, gold and the future of hedge funds.  (The Pragmatic Capitalist, market folly, FT Alphaville, DealBook)

“High-velocity hedge funds aren’t really about investing,” said one hedge fund founder. “It is a cat and mouse kind of thing, a game.”  (FT also Clusterstock)

Derek Hernquist, “What can we use to distinguish between a healthy trend and an crowded idea?”  (StockTwits Blog)

On the attraction of managed futures.  (NYTimes)

The myth of uncorrelated returns.  (FAJ via Infectious Greed)

“Investors who overweight their personal experiences are the teenagers of the investment world.”  (The Psy-Fi Blog)

Five steps to consistent profits.  (Kirk Report)

Schwab’s new ETFs are going to have rock bottom expenses.  (IndexUniverse)

Eight reasons to hate natural gas.  (The Money Game)

Ken Griffin has ambitions to create a bigger, more diversified firm.  (Bloomberg also Dealbreaker)

Are finance professors to blame for the financial crisis?  (Curious Capitalist)

Robert Teitelman, “Goldman, of course, is a microcosm — a very large microcosm — of Wall Street’s evolution, at least among the larger firms, from a predominately intermediary or adviser to a principal investor.”  (Dealscape)

Banks are holding government securities, not making loans to Main Street.  (Clusterstock)

Bailing out GMAC is a form of insanity.  (Mean Street)

Is it sustainable?  Parsing the Q3 GDP numbers.   (Big Picture, Capital Spectator, 24/7 Wall St., Free exchange, Atlantic Business, Real Time Economics, Curious Capitalist)

The future of venture capital according to Paul Kedrosky:  “We will see more small funds, fewer large ones, and less capital committed in total. And those are all good things.”  (Infectious Greed)

Dear Motley Fool, Please stop spamming Yahoo! Finance.  (The Reformed Broker)

The 50 most valuable Internet startups.  (Silicon Alley Insider)

The existence bias when “people treat the mere existence of something as evidence of its goodness.”  (Journal of personality and social psychology via Jonah Lehrer)

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