Quote of the day

David Merkel, “It takes a while to develop the practical knowledge behind good investing.”  (Aleph Blog)

Chart of the day


Not much to talk about until the yield on the 10-year note breaks out of the range.  (Afraid to Trade)

Markets

A clue to small cap outperformance.  (the research puzzle)

Can the market rally if financials continue to flatline?  (Market Anthropology)

Are Treasuries mispriced?  (Ezra Klein also Street Sweep)

Strategy

Are predictable mutual funds ‘sitting ducks’?  (All About Alpha)

On the difference between being an analyst and a trader.  (Peter L. Brandt)

Vitaliy Katsenelson, “Today’s stock valuations are a lot higher than it appears if you normalize earnings to lower profit margins.”  (Institutional Investor)

Companies

Is Google (GOOG) getting all it can out of the growth in Android?  (Asymco)

Goldman Sachs (GS) wins, gets Warren Buffett of its back.  (Dealbook, NetNet)

The Feds are still planning to unload GM (GM) shares, breakeven be damned.  (WSJ)

Finance

Regulatory arbitrage is alive and well Citigroup (C).  (Felix Salmon)

Are hedge funds of funds out of the woods?  (Pensions & Investments)

A new model for seeding ETFs.  (IndexUniverse)

Global

When should a country restructure it’s external debt?  (Macro Man also Minyanville)

Margin pressures are coming to the BRIC countries.  (Bloomberg also chessNwine)

Does Australia need a sovereign wealth fund?  (Deal Journal)

Economy

Parsing reactions to the USA credit rating news.  (A Dash of Insight, Dynamic Hedge)

How has the rise in ‘lean manufacturing‘ changed the US economy?  (Value Plays)

Earlier on Abnormal Returns

Our Tuesday morning live link look-in.  (Abnormal Returns)

Mixed media

The competition in the financial web for eyeballs is getting more intense.  (The Reformed Broker)

There is going to be a lot less poker on TV.  (Atlantic Wire)

Hollywood fails to pay residuals, the Happy Days case.  (CNNMoney)

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