Tuesday links: Keynesian investing

Quote of the day

Jason Zweig, “In short, what you think about Keynes as an economic theorist should have nothing to do with the question of how good an investor he was.”  (Total Return)

Chart of the day

XLP 0412 Tuesday links:  Keynesian investing

Consumer staples are breaking out.  (StockCharts Blog)


Howard Lindzon, ‘The markets are insane, hilarious, wonderful, unexpected and impossible wrapped up in magic, bullshit, pain, denial and glee.” (Howard Lindzon)

In the short/intermediate the stock market do whatever it darn well pleases. (Market Folly)

Wall Street strategists want no part of this rally.  (Bloomberg)


Dividends are making a comeback.  (Crossing Wall Street also Marketblog)

Dividend stocks: just another low-beta play.  (Big Picture)

Some execs accrue dividends even when they don’t own the shares.  (footnoted)


As China goes, so goes commodities.  (TheArmoTrader)

Why gasoline prices are likely to continue rising.  (Bespoke)

Where is Norway putting it’s oil money?  (Finance Addict)

 The two silver bubbles in perspective.  (research puzzle pix)


Not every trade can be executed with plain vanilla instruments.  (Condor Options)

Options: “where traders, often possessing diametrically opposite investment objectives, come together to play.”  (Tyler’s Trading)


Looking for the middle ground in a market of extremes.  (Marketwatch)

Gimmicky price targets are back.  (The Reformed Broker)

Why can’t hedge funds beat a 60/40 mix?  (ETF Replay)


It’s back…the premium on $TVIX is creeping back up.  (VIX and More also Adam Warner)

A serious misalignment of interest when it comes to loaning out ETN shares.  (IndexUniverse)

Financial advisers

A few things to ask your not-so-independent financial adviser.  (Bucks Blog)

Titles don’t mean much when it comes to financial advisers.  (I Heart Wall Street)

Financial advisers are overselling their skills.  (Rick Ferri)


Expect more insider selling at Zynga ($ZNGA).  (Fortune)

Netflix ($NFLX) has a bit of competition problem.  (MarketBeat)

Can Dropbox live up to the hype?  (WSJ)

Big data is reading the news.  (TechCrunch)

Carriers are once again laying down fiber optic cable.  (WSJ)


Is the JOBS Act going to lead to more Groupons ($GRPN)?  (Andrew Ross Sorkin)

How Groupon got into this accounting mess.  (Felix Salmon)

Henry Blodget says Groupon “investors” were warned.  (SAI)


What will it take to get money out of the banks and back into money market funds?  (FT Alphaville)

Don’t try this at home kids: the CFTC sues RBC over a scad of “wash sales.”  (WSJ, FT)

Why financial products can’t be regulated like pharmaceuticals.  (Free exchange)

How the JOBS Act might have exposed Madoff earlier.  (Falkenblog)

Goldman Sachs ($GS) is on track to get sued about another mortgage bond deal gone bad.  (Fortune)

Where are we in the bank re-regulation cycle?  (Huffington Post)

Would you want Carl Icahn to run your company?  (Justin Fox)


Americans keep on buying cars.  (WSJ)

The DJ Economic Sentiment Indicator is pointing up.  (Real Time Economics)

The case for overdoing stimulus.  (Bloomberg also Free exchange)

Has labor market growth finally back to where it should be?  (Econbrowser also Liberty Street Economics)

Earlier on Abnormal Returns

Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere is now available for the Kindle. Check it out.  (Abnormal Returns)

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

Financial illiteracy and the role of the financial blogosphere.  (Abnormal Returns)

Mixed media

Steven Sears’ The Indomitable Investor is for long term, patient investors.  (Aleph Blog)

Boiler rooms and the world of Josh Brown’s Backstage Wall Street.  (Kid Dynamite)

Talking the best online brokers with Blain Reikensmeyer.  (Tradestreaming)

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.