Tuesday links: the folly of falling knife investing

Quote of the day

Cullen Roche, “The bottom line is: if you spend your time worrying about catching the next falling knife to save your portfolio then you’re probably doing something wrong to begin with.”  (Pragmatic Capitalism)

Chart of the day

 Tuesday links:  the folly of falling knife investing

Stocks are cheap relative to high yield bonds.  (BCA Research)


How inexpensive are options getting?  (Condor Options also MarketBeat)

Many investors are out of touch with the goings on in the stock market.  (InvestmentNews)

FedEx ($FDX) warns on the slowing global economy.  (MarketBeat, FT)

Apple, and other S&P 500 stocks, are becoming less correlated.  (Ticker Sense, Condor Options)


Behind the surge in TIPS-derived inflation expectations.  (FT Alphaville, Dr. Ed’s Blog)

Build America Bonds are at-risk from the fiscal cliff.  (Reuters)

In defense of municipal bonds.  (Learn Bonds)


When it comes to low vol investing, simple is better.  (Falkenblog)

More of Peter Lynch’s “golden rules for investing.”  (market folly)

Managed futures investors need to be clear on what they want out of the strategy.  (Attain Capital)

On the challenges of living with a lumpy income stream.  (Bucks Blog)

Fundamental investing

Math isn’t an edge: tell me something I don’t know.  (The Reformed Broker)

Why you should treat fundamental data with a “healthy sense of skepticism.”  (The Zikomo Letter)

Dividend investing

How to measure financial strength.  (Turnkey Analyst)

Ten high dividend yielders that the “ultimate stock pickers” like.  (Morningstar)

Investors are focusing more on dividend growth than yield.  (WSJ)


There is still one way Apple ($AAPL) has allowed developers some latitude with the iPhone.  (Pando Daily)

Is the iPhone 5 good enough?  (Asymco)

The new Apple iPod Touch is going to help kill point-and-shoot cameras.  (GigaOM)


Just how big is the ‘Einhorn effect‘?  (WSJ)

Kapitall wants to “marry video games and online brokerage.” Is that a good idea? (Deal Journal)


The many challenges facing Abigail Johnson as she takes control of fund giant Fidelity.  (Reuters)

More on what Fidelity has planned for ETFs.  (Focus on Funds)


The STAR Global Buy-Write ETF ($VEGA) launches.  (IndexUniverse)

Be wary when your fund becomes less active.  (research puzzle pix)


Checking on the moderating economic trends index.  (Capital Spectator also Bonddad Blog)

Why high uncertainty has been a big drag on the economy.  (FRBSF)

Why the Fed can’t fix the stock market.  (Aswath Damodaran)


New home builders grow increasingly optimistic.  (Calculated Risk also Bespoke)

Housing affordability is still very high.  (Carpe Diem)

When it comes to housing worry about the marginal buyer.  (A Dash of Insight)

Earlier on Abnormal Returns

Two new Abnormal Returns posts including one at the new Amazon Money & Markets store.  (Abnormal Returns)

A round-up of some recent looks at market valuation.  (Abnormal Returns)

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

Mixed media

Baxter, a programmable robot, may shake up how we think about robots.  (Businessweek)

50 Best Websites for 2012.  (Time)

Why your home wi-fi sucks.  (WSJ)

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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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