Tuesday links: developing new systems

Quote of the day

Vivek Wadhwa, “Because the U.S. continues to lead the world in its ability to adapt to, incorporate and develop new systems and new technologies, we are uniquely poised to reap a disproportionate share of the benefits of these shifts.”  (Washington Post)

Chart of the day

FRFE 0713 624x369 Tuesday links:  developing new systems

Forward revenues and earnings estimates are at new highs.  (Dr. Ed’s Blog)

Markets

Expectations for Q2 earnings are low.  (The Reformed Broker, ibid)

Don’t fear a steepening yield curve.  (Mark Hulbert)

The spread between domestic equities and emerging markets is stark.  (Capital Spectator, Pragmatic Capitalism)

Market breadth seems to be breaking out.  (The Reformed Broker)

Equity sentiment is stuck in the middle of a range. (The Short Side of Long)

Crude oil catches up with energy equities.  (Charts etc.)

Strategy

Three lessons from a dividend investor.  (Morningstar)

On the challenges of splitting decisions and emotions.  (Bucks Blog)

Why index investing is still the winner’s game.  (IndexUniverse)

Don’t catch yourself ‘revenge trading.’  (SMB Training)

Technology

Tesla ($TSLA) is replacing Oracle ($ORCL) in the Nasdaq 100.  (TheStreet)

The shift away from PCs is forcing Taiwan’s electronics industry to shift gears.  (Economist)

Real estate

Glimcher Realty ($GRT) has benefited from the REIT rebound.  (Bloomberg)

Blackstone Group ($BX) is making a huge bet on housing.  (Bloomberg)

Finance

Libor has a new home.  (WSJ, Dealbook, MoneyBeat)

Citadel Securities trades more shares per day than the NYSE.  (CNNMoney)

Bond trading is on the rise with market volatility.  (MoneyBeat)

What data can professional investors still get an early peek?  (WSJ also Dealbook)

Just how worked up should investors be by selective data access?  (Felix Salmon, Kid Dynamite, Time)

Retirement

Expectations about retirement are still out of whack for many Americans.  (Aleph Blog)

Pension plans still have unrealistic return expectations.  (Institutional Imperative)

ETFs

On the striking parallels between Vanguard and American Funds.  (Morningstar)

Is the iShares MSCI Frontier 100 ETF ($FM) a good diversifier?  (IndexUniverse)

Does the world need another ETF that tracks the Russell 2000?  (IndexUniverse)

Investors are bailing from bond funds.  (FT Alphaville, FT, Sober Look)

Gold

John Paulson’s gold fund is down 65% this year.  (The Tell)

Gold ETFs are seeing a wave of redemptions.  (Bloomberg)

Global

Does China now have an inflation problem?  (beyondbrics)

Shale gas has not been a slam dunk proposition in other countries.  (FT Alphaville)

Economy

The US economy stands out relative to the rest of the world.  (Daniel Gross)

Deleveraging is dead.  (Business Insider)

Small business optimism ticked down in June.  (Calculated Risk)

The Fed wants everyone to know that quantitative easing and interest rates represent two different policy tools.  (Tim Duy)

Can the Fed actually control interest rates?  (Pragmatic Capitalism)

On the difference between a Great Recession and a Great Depression.  (Justin Fox)

If cash is out of fashion why is there more in circulation than ever before?  (Wonkblog)

Stephen King author of When the Money Runs Out: The End of Western Affluence thinks we need to get used to slower trend growth.  (Real Time Economics)

Earlier on Abnormal Returns

What you may have missed in our Monday linkfest.  (Abnormal Returns)

Health

Got dry eyes? Join the club.  (WSJ)

Treating ADHD with drugs doesn’t improve academic performance.  (WSJ)

Short workouts are better than one long workout.  (Well via Pat’s Papers)

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