Quote of the day

Jared Cummins, “There is no shame in a simple portfolio.”  (Dividend.com)

Chart of the day

XOM_1013

What is going on with ExxonMobil ($XOM) stock?  (Bespoke)

Markets

How global asset classes performed in September.  (Capital Spectator)

The case for the stock market being fairly valued.  (The Brooklyn Investor)

CFOs think their shares are overvalued.  (Mark Hulbert)

Corn prices are at three-year lows.  (FT)

Strategy

Ten terms investment pros use to gather assets.  (The Reformed Broker)

Options selling is not income.  (Morningstar)

David Merkel, “A model is only as good as the client’s willingness to use it.”  (Aleph Blog)

Why you should make financial decisions that fit your needs not some billionaire’s needs.  (Bucks Blog)

Trading

Has electronic trading ruined crude oil trading.  (All About Alpha)

Why Wall Street traders behave badly.  (The Guardian)

Institutions

There is now a crowdfunding portal for institutional funds.  (Pando Daily)

Why do pension funds use outside investment consultants?  (Dealbook)

Wall Street

The decline in stock listings is a global phenomenon.  (Enterprising Investor)

Some one is now securitizing LendingClub loans.  (Dealbook, FT)

Fewer MBAs are going to Wall Street. Good thing or bad?  (Wonkblog, WSJ)

Funds

Do ETF flows tell us anything about investor sentiment?  (Pensions & Investments)

How to pick active managers: tips from Vanguard.  (Rekenthaler Report)

Before you sell a fund remind yourself why you bought it in the first place.  (Humble Student)

The Vanguard Global Minimum Volatility Fund will go live this year.  (IndexUniverse)

Global

Can Europe pull another rabbit out of its policy hat?  (Minyanville)

Eastern Europe and Russia are getting increasingly old.  (FT)

Economy

US manufacturing is on a roll.  (Business Insider also Calculated Risk, Pragmatic Capitalism)

Earlier on Abnormal Returns

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

Mixed media

Baseball is doing fine but it feels like it is falling behind.  (NYTimes)

Was Breaking Bad a financial hit?  (Time)

Thanks for checking in with Abnormal Returns. You can follow us on StockTwits and Twitter.

More Posts This Week

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.