Tuesday links: purchase decisions

Quote of the day

Hunter, “In no way, shape or form, am I using a sell side recommendation of overweight, underweight, buy, sell, etc in my purchase decision.”  (Distressed Debt Investing)

Chart of the day

NFLXc1dl1224 Tuesday links:  purchase decisions


An “oversold stock” can always go lower.  (Kid Dynamite, Stock Sage)


The S&P 500 has now overbought.  (Bespoke, Fund My Mutual Fund)

The evolution of 2011 S&P earnings estimates.  (Dr. Ed’s Blog)

Is current volatility unprecedented?  (HedgeWorld)

A double-top in bonds?  (Phil Pearlman)

A look at the “real” seasonality effect.  (EconomPic Data)

Is $VIX day-of-the-week seasonality disappearing?  (MarketSci Blog)

Crude oil prices find a bid.  (MarketBeat)

How is earnings season going?  (Big Picture)


Take shots at other investors at your own risk.  Karma is a b*tch.  (TRB)

A handful of promising themes.  (A Dash of Insight)

Has momentum lost its momentum?  (CBS Moneywatch)

Small caps don’t always outperform in a bull market.  (research puzzle pix)

You can’t make a financial plan without an accurate personal balance sheet.  (Bucks Blog)

Wealth managers hate technology.  (I Heart Wall Street also InvestmentNews)


Valuation matters….eventually.  (Crossing Wall Street)

The case for Netflix.  (Business Insider)

A series of unfortunate buybacks.  (Dealbook)

Why being a value investor is difficult.  (Peridot Capitalist)

There is a thin line between success and failure:  the case of Netflix ($NFLX).  (Abnormal Returns)


How Apple ($AAPL) could get into the TV business.  (SplatF, Bloomberg)

How the low-end PC and mobile phone markets are getting disrupted.  (Asymco)

Starbucks ($SBUX) is once again expensive.  (YCharts)

The power of the FDA.  (Freakonomics)


Is high frequency trading played out?  (All About Alpha)

More scrutiny for dark pools.  (Term Sheet)

Uh no.  The Harvard Business School indicator is flashing caution.  (NetNet)

Regional banks are trying to get bigger in investment banking.  (WSJ)

MF Global ($MF) seems to stumbled on its way to becoming the Goldman.  (FT)

Banks failed in part because they measured performance the wrong way.  (Buttonwood, Real Time Economics, QFinance)

Felix Zulauf, “Policy makers inevitably punish savers.”  (Big Picture)


A shake out in the ETF industry “seems inevitable.”  (FA Magazine)

Some intrigue involving financial sector ETFs.  (IndexUniverse)

Absolute return is about marketing, not strategy.  (InvestmentNews)


Hello Euro crisis, meet Euro recession.  (WSJ)

Can Europe engineer itself out of crisis?  (Rational Irrationality)

The ‘kabuki theater’ around Greek debt haircuts.  (MarketBeat)

The UK economy is ‘peripheral’ stagnant.  (FT Alphaville)

Why Italy is stuck in a rut.  (Marginal Revolution)

China stocks are cheap.  (FT Alphaville)

What UPS ($UPS) is saying about the global economy.  (Pragmatic Capitalism)


What are small business worried about these days?  (Modeled Behavior)

Case-Shiller shows muddled housing prices.  (Calculated Risk, Planet Money)

Consumer confidence is at recessionary levels.  (FT Alphaville, The Atlantic)

Demand for US currency continues unabated.  (Real Time Economics)

On being right for the wrong reasons.  (Pragmatic Capitalism)

Earlier on Abnormal Returns

The behavior gap illustrated.  (Abnormal Returns)

A Margin Call review round-up.  (Abnormal Returns)

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

Mixed media

Emanuel Derman in his new book Models.Behaving.Badly Tuesday links:  purchase decisions cautions on the limits of models.*  (Above the Market)

From the guy who helped bring you the iPod the world’s first learning thermostat.  (MercuryNews, BW, Technologizer)

iPads put strains on hotel Wi-Fi.  (NYTimes)

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*Amazon affiliate. You know the drill.

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.

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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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