Tuesday links: impermanent validity

Quote of the day

David Merkel, “(T)he market is an ecosystem where no strategy has permanent validity.  Strategies ebb and flow as many parties search for scarce returns.”  (Aleph Blog)

Chart of the day

Q3Sales 1012 605x420 Tuesday links:  impermanent validity

Third quarter sales are disappointing to say the least.  (Money Game)


The growing pressure on profit margins.  (Crossing Wall Street)

Expectations for 2013 continue to wane.  (BCA Research)

If political uncertainty continues to decline the stock market won’t have any more excuses.  (The Exchange)

Rydex traders have stepped off the gas.  (All Star Charts)

Market momentum is waning.  (Market Anthropology)

Why mortgage REITs are getting squeezed.  (Sober Look)

Farm land prices continue to surge.  (NYTimes)


How a really simple asset allocation wins.  (Capital Spectator)

Seven ways to better focus on your trading.  (Brian Lund)


Implied stock correlations have been falling for some time now.  (Sober Look)

But implied correlations just popped higher.  (Money Game)

How relying on low correlations can lead your trading astray.  (The Zikomo Letter)

Warning signs

Dupont ($DD) is facing weak industrial demand.  (MarketBeat)

If McDonalds ($MCD) is weak, what does that say about the global economy?  (YCharts Blog)


Why has Apple ($AAPL) now become so “leaky”?  (ArsTechnica)

Where does Apple go from here?  (MacWorld via @daringfireball)

The competition facing the forthcoming iPad Mini.  (Wired)


The Funders Club is providing investor access to startups in a unique fashion.  (Wired)

The UK is doing some soul searching when it comes to high frequency trading.  (NYTimes, FT)

Can “forensic accounting” make for a better ETF?  (IndexUniverse)


Hedge funds are hot for Greek debt, but the Finns are taking a pass on southern European debt.  (WSJ, ibid)

The Dutch are facing the downside of their housing bubble.  (Businessweek)

Conspiracy theorists rejoice! The Bundesbank may audit its overseas gold holdings.  (FT Alphaville)


Post-election we could see a 180-turn in the economic environment.  (Money Game)

Ben Bernanke may leave the Fed when his term is up.  (Reuters, Quartz)

Why the US may never close the output gap.  (Pragmatic Capitalism)

Why aren’t higher commodity prices translating into consumer inflation?  (Learn Bonds)

Is the US breaking out of its liquidity trap?  (macro beat)

Earlier on Abnormal Returns

Where did all the finance bloggers go?  (Abnormal Returns)

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

Mixed media

Why call it an emergency fund?  Call it an uncertainty fund.  (Bucks Blog)

On the afterlife of your favorite TV show.  (NPR)

Eww, your cellphone is covered in germs.  (WSJ)

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
  • Tadas ViskantaAbnormal Returns has over its seven-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. More »

  • StockTwits Follow Abnormal Returns on StockTwits Follow Abnormal Returns on Twitter Follow StockTwits on Facebook Subscribe to Abnormal Returns RSS via Email Subscribe to Abnormal Returns RSS
  • Recent Posts

  • Archives

  • Join StockTwits
  • Get Updates!

    100% Privacy. We don't spam.