Tuesday links: absent an edge

• abnormalreturns
• June 5th, 2012

Quote of the day

Josh Brown, “It is okay to admit when you don’t have an edge.”  (The Reformed Broker)

Chart of the day

DF data by YCharts

Dean Foods ($DF) have been on a tear. What next?  (Marketblog)

Markets

It’s hard to be a quant in a age dominated by non-quantitative factors.  (FT)

Don’t personalize the markets.  (Brian Lund)

Sentiment is getting a big gloomy.  (Mark Hulbert also Big Picture, Stock Sage)

Keep watching the Shanghai Composite as a tell.  (Dynamic Hedge)

Don’t lose sleep over the coming of the ‘bond vigilantes.’  (Pragmatic Capitalism)

As social media grows the sentiment signals will get better over time.  (Advanced Trading)

Strategy

How Puttnam’s Law applies to investment management.  (Above the Market)

How fear can affect your trading, for better or worse.  (TraderHabits)

What the ultimate stock pickers are buying and selling.  (Morningstar)

Ten lessons in investing for Howard Stern.  (Big Picture)

Companies

Starbucks ($SBUX) is investing further in baked goods.  (Dealbook, Deal Journal, Phil Pearlman)

Some perspective on Facebook ($FB) valuation.  (A VC)

Netflix ($NLFX) has created its own “content delivery network.”  (CNNMoney)

Are female S&P 500 CEOs paid less?  (footnoted)

Finance

US banks are moving away from wholesale funding sources.  (Sober Look)

Post-Facebook, tech companies have no interest in listing on this version of Nasdaq ($NDAQ).  (Pando Daily)

It’s past time for some innovation when it comes to private equity/venture capital fee structures.  (Term Structure)

Busted IPO alert: Western Asset Mortgage Capital ($WMC).  (Income Investing)

The case against MF Global management.  (Dealbreaker)

Loopholes in the JOBS Act are already being exploited.  (WSJ)

ETFs

ETF stats for May 2012.  (Invest With an Edge)

You can’t talk about commodity indices without talking about crude oil.  (Total Return)

Global

The case for Poland.  (SmartMoney)

Why world stock funds eliminate the ability to rebalance.  (Capital Spectator)

Global funds: what’s the point?  (Random Roger)

Economy

Cheaper oil is here: the downside.  (Wonkblog, Term Sheet, The Atlantic)

No signs of weakness in the services sector.  (Calculated Risk)

Why the auto industry is seeing a surge in sales.  (Fortune)

Is the shrinkage in corporate profit margins finally here?  (FT Alphaville)

Why a recession is not imminent.  (Calafia Beach Pundit)

There are limits, but American companies should soon begin “reshoring” jobs.  (Conversable Economist via Economist’s View)

Earlier on Abnormal Returns

If you don’t learn from your losses who will?  (Abnormal Returns)

A nice (short) review of the Abnormal Returns book.  (AAII Journal)

Alex Burns’ has a nice write up of the book.  (Roy Christopher)

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

Mixed media

A rave review for John Coates’ forthcoming The Hour Between Dog and Wolf: Risk Taking, Gut Feelings and the Biology of Boom and Bust.  (Reading the Markets)

A sign of the times: farmers are now getting pre and post-nuptial agreements.  (FT)

Airtime hopes to take over where Chatroulette left off.  (Businessweek)

The time to talk about college is now.  (Bucks Blog)

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