Tuesday links: reasonable insights

Quote of the day

TZL, “VAR models give a reasonable insight into what will happen on most days, but it is the extremes that will leave you living in a cardboard box under the freeway.”  (The Zikomo Letter)

Chart of the day

ARGT 1112 624x303 Tuesday links:  reasonable insights

What are Italian stocks doing in an Argentina ETF?  (ETFdb)

Markets

On the prospects for another lost decade for stocks.  (Mark Hulbert)

Emerging market equities are more diverse than just the BRICs.  (FT)

Hey traders make sure you don’t wast time in “the whiner’s room.” (Seth Godin)

Strategy

What’s Jeff Gundlach up to these days?  (Inside Investing)

If buy-and-hold is dead, what is the alternative?  (Total Return)

How to make the most of skewness.  (Turnkey Analyst)

Traders need to be open to the possibility of success.  (MartinKronicle)

Companies

How much more can generator maker Generac ($GNRC) run?  (24/7 Wall St.)

More on the prospects of a divorce between Apple ($AAPL) and Intel ($INTC).  (AllThingsD, GigaOM)

Who knew Tupperware ($TUP) was such a beast?  (Crossing Wall Street)

Finance

How S&P got things so wrong.  (Felix Salmon)

The asset management industry has a revenue problem.  (research puzzle pix)

The identify of the most successful rogue trader of all time may surprise you.  (Quartz)

Economy

Who ever wins today will have a better economy over the next four years.  (Slate)

By this model a recession is a certainty.  (Pragmatic Capitalism)

Is the US going to reassess storm-related risks and costs?  (In Pursuit of Value)

Earlier on Abnormal Returns

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

Mixed media

There is no innovation without error.  (Farnam Street)

Is the iPad Mini the “real” iPad?  (SplatF, Daring Fireball)

Microsoft’s Surface tablet could be a lot better.  (Slate)

Kickstarter is not interested in going public.  (AllThingsD)

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