Tuesday links: implied correlations

Quote of the day

Andrew Gelman, “Correlation does not even imply correlation.”  (Andrew Gelman)

Chart of the day

DumbMoney 0814 624x351 Tuesday links:  implied correlations

Where do you want to be on the “dumb money” frontier?  (SSRN)


Is the junk bond correction over?  (Income Investing also Crossing Wall Street)

What happens when companies stock buying back so many shares?  (Henry Blodget)

Why is there still unconditional love for US stocks?  (Pension Partners)


There are few common threads among each year’s “perfect portfolios.”  (Millennial Invest)

Mean reversion strategies work with closed-end fund discounts.  (SSRN)

How to make your investment acumen known to the wider world.  (Aleph Blog)


Gannett ($GCI) is splitting its newspaper and broadcasting assets.  (Dealbook, Quartz)

Why are FedEx ($FDX) and UPS ($UPS) relying so much on the USPS?  (WSJ)

On the jockey between 21st Century Fox ($FOXA) and Time Warner ($TWX).   (Dealbook)


Now bank venture funds want a piece of the new wave of fintech startups.  (Digits)

What does insider trading mean when a hedge fund helps make a takeover bid for a company?  (Dealbook)

Goldman Sachs ($GS) is going to kick some low profit hedge fund primer brokerage clients to the curb.  (WSJ)

Some hedge fund managers are going a different way on fees.  (Conor Sen, Pragmatic Capitalism, Bloomberg)


When is an ETF not an ETF?  (ETF)

On the parallels between alternative rock and alternative investments.  (InvestmentNews)


What are European companies doing with their cash?  (FT Alphaville)

Asian companies have their own cash hoarding problem.  (Real Time Economics)

Abenomics is working for Japanese women.  (FT Alphaville)


The ISM non-manufacturing data for July show the service economy on fire.  (Bloomberg, Calculated Risk)

Earlier on Abnormal Returns

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

Mixed media

How a resilient attitude leaves you open to good luck when it comes your way.  (A VC)

Why a little pessimism may be a good thing for your mental health.  (WSJ)

Are PGA players risk-averse?  (Alpha Architect)

You can support Abnormal Returns by visiting Amazon. Don’t forget to follow us on StockTwits and Twitter.

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.