Tuesday links: macro lifeblood

Quote of the day

Anonymous hedge fund manager, “Many countries are now pursuing different monetary policies – that is the lifeblood of macro trading.”  (FT)

Chart of the day

RUTSPY 0713 612x420 Tuesday links:  macro lifeblood

Small caps like rising interest rates.  (Business Insider)

Markets

What a regime shift looks like.  (Humble Student)

The right stocks are leading the stock market higher.  (The Reformed Broker)

Where certain markets are relative to their all-time highs.  (MoneyBeat)

It’s going to take some time to adjust to higher interest rates.  (Fortune)

Strategy

When do you admit you are wrong?  (Dragonfly Capital)

It is easy to get sucked into the ‘macro vortex.’  (Big Picture)

401(k)s are not perfect but that is what we need to work with at present.  (Bucks Blog)

Companies

Will Google ($GOOG) apps eventually take over the enterprise?  (Pando Daily)

Apple ($AAPL) wants to get into the ad-skipping business.  (Jessica Lessin)

The bear case for Apple. (Fortune)

Has Yahoo! ($YHOO) turned its business around one year into the Marissa Mayer era?  (WSJ)

Dell ($DELL) investors should take the run.  (Marketwatch)

Homebuilders

The big homebuilders have only gotten bigger relative to their competitors.  (WSJ)

Homebuilder confidence hits seven year highs.  (Calculated Risk, Bespoke)

Homebuilder stocks are off the highs.  (ETF Trends)

Finance

Insider traders should be ready to serve some hard time.  (Dealbook)

Wall Street still has an ethics problem.  (Dealbook, Dealbreaker)

Now the big banks are getting out of the metals warehousing business.  (FT Alphaville)

ETFs

What the new Blackstone Alternative Multi-Manager Fund (BXMMX).  (24/7 Wall St.)

The proposed Bitcoin ETF seems to be dead on arrival.  (FT)

Global

The Fed may be tapering but the rest of the world is not.  (Gavyn Davies)

Hedge funds are betting against Polish bonds.  (Reuters also WSJ)

A clear explanation of China’s economic problems.  (Wonkblog)

The renminbi has stopped appreciating.  (MoneyBeat)

Economy

A look at slow but steady industrial production.  (Capital Spectator)

Real median wages have stagnated.  (Bonddad Blog, RTE)

Big firms are trying hard to justify paying the minimum wage.  (Daniel Gross)

Earlier on Abnormal Returns

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

Startups

Funding environments change: what matters for startups is cash flow.  (Ben Horowitz)

Three tips on using equity for startup employees.  (Pando Daily)

Mixed media

The world has a glut of rice.  (Quartz)

Sous vide machines are going to become a household staple.  (Slate)

Go to college. You will live longer.  (Freaknomics)

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  • 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 »

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