Thanks for checking in with us this weekend.  Here are the items our readers clicked most frequently on  Abnormal Returns for the week ended Saturday, January 29th, 2011. The description is as it reads in the relevant linkfest.

  1. Josh Brown, “Stop everything and watch Egypt.” (The Reformed Broker)
  2. IQ and stock market participation.  (Journal of Finance)
  3. It is time for the “global gorillas” to shine.  (WSJ)
  4. A world valuation heat map.  (Seeking Delta)
  5. Barron’s still has got the ability to move stocks on Monday morning.  (The Reformed Broker)
  6. How a hedge fund raked it in 2009-10 by betting against a refinancing wave.  (Clusterstock)
  7. Hints of volatility in quant strategies.  (FT Alphaville)
  8. Mean reversion at work:  country stock market performance in 2011.  (Bespoke)
  9. Jim Simon speaks.  (Infectious Greed)
  10. On the relationship between Google searches and stock performance.  (Journal of Finance)
  11. [tie] WTI vs. Brent:  whom to believe?  (the research puzzle)
  12. [tie] You can’t understand Berkshire Hathaway (BRKB) unless you understand the role of leverage in its returns.  (GuruFocu)

We also had a handful of items on Abnormal Returns this week:

  1. Do we make the asset allocation process more complicated than it needs to be?  (AR Screencast)
  2. We talk ’sideways markets’ on ARTV with Vitaliy Katsenelson.  (Abnormal Returns)
  3. Consensus asset allocations, and by extension target date funds, haven’t provided investors much benefit of late.  (AR Screencast)
  4. Hedge fund herding and the decline in US listings.  (Abnormal Returns)
  5. Bond ETFs are not bonds.  (Abnormal Returns)
  6. The muni bond market bounces as their defenders come out in force.  (AR Screencast)
  7. What’s next for macro investors now that high correlations seem to be breaking down?  (AR Screencast)

Thanks for checking in with Abnormal Returns. For all the latest you can follow us on StockTwits and Twitter.

More Posts This Week

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.