Tuesday links: good and easy

Quote of the day

TZL, “Averaging down is psychologically easy, and feels good. The market tends not to reward behavior that feels good and easy.”  (The Zikomo Letter)

Chart of the day

77df932cf8f0aafbc1ca914f86429cd2 Tuesday links: good and easy

AOL data by YCharts

The story behind the rally in AOL ($AOL) year-to-date.  (Businessweek, 24/7 Wall St.)

Markets

Gold bulls are feeling it.  (Mark Hulbert)

Investor attitudes towards bonds and stocks have flip-flopped.  (Sober Look)

Just how good a bond prognosticator is Warren Buffett?  (Learn Bonds)

Should dividend investors worry about changing tax rates?  (Horan Capital)

Strategy

Recent research on the performance of risk parity strategies.  (Capital Spectator)

On building a better “permanent portfolio.”  (dshort)

Psychology

A clever trick for traders before taking a trade.  (Adam Grimes)

Why happy people make terrible traders.  (The Psy-Fi Blog)

Don’t let price anchoring fool you.  (Carl Richards)

Investing

How much is your time worth? On the use of cloud-based advisers.  (Turnkey Analyst)

Five types of investors who deserve to lose everything.  (Brian Lund)

A rave review for Ludwig B. Chincarini’s The Crisis of Crowding: Quant Copycats, Ugly Models and the New Crash Normal.  (Aleph Blog)

Companies

What the market is getting right about Apple ($AAPL) and Facebook ($FB).  (WSJ)

Amazon Web Services represents a huge change in the way companies are built.  (NYTimes)

Why you should avoid Manchester United ($MANU).  (SumZero also market folly)

Expect more special dividends this year.  (SmartMoney)

Finance

High frequency traders get all sorts of data ahead of you.  (MarketBeat)

Do we really want companies providing estimates during the IPO quiet period?  (Dealbreaker)

Morgan Stanley ($MS), Citigroup ($C) and the future of retail brokerage.  (Bloomberg)

A profile of the other investing Einhorns.  (Dealbook)

ETFs

The new and improved WisdomTree Europe Hedged Equity Fund ($HEDJ) is coming.  (IndexUniverse)

A sign of just how popular ETFs are becoming.  (Invest With an Edge)

ETFs these days need a longer time to garner sufficient assets.  (ETFdb)

Global

Seven questions now that Europe is back from vacation.  (NYTimes)

Portugese bonds outyield both Spain and Italy.  (Sober Look)

One of these days China will have to deal with its non-performing loans problem.  (FT Alphaville)

The case for a weaker Australian dollar.  (FT Alphaville)

Economy

Case-Shiller shows a jump in home prices.  (Calculated Risk, Bonddad Blog, CBP)

In defense of our future robot-based economy.  (FT Alphaville)

The recession has pushed many unemployed onto disability.   (Political Calculations)

On what economic matters do Republicans and Democrats agree.  (Economix)

Econo-geeks rejoice!  The official FRED app is here.  (Big Picture)

Earlier on Abnormal Returns

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

Health

In defense of sitting.  (Fast Company)

In defense of eggs.  (The Atlantic)

Abnormal Returns is a founding member of the StockTwits Blog Network.

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

blog comments powered by Disqus