Tuesday links: timber time

This is an early (and incomplete) version of the linkfest. Good luck out there.

Markets

The equity rotation is now undeniable.  (The Reformed Broker)

Lumber prices have once again turned higher.  (Sober Look)

Tech is lagging…badly.  (Crossing Wall Street)

On the prospect for a bottom in precious metals miners.  (Market Anthropology)

Strategy

An out-of-sample test of momentum.  (Turnkey Analyst)

On the perils of picking past winners.  (Rick Ferri)

Don’t fall in love with the hot investment strategy.  (Pragmatic Capitalism)

Technology

Dan Loeb is cashing out of Yahoo! ($YHOO).  (Dealbreaker, Forbes)

Apple ($AAPL) is still a bellwether.  (Pando Daily)

The Internet’s “free trial period” is coming to an end.  (FT Alphaville)

Finance

401(k) fees are way too high.  (Rekenthaler Report)

Unlisted REITs continue to raise big money.  (WSJ)

Hedge funds are the new banks.  (WSJ)

Funds

On the reemergence of “local ETFs.” Hello Nashville!  (IndexUniverse)

Muni bond ETFs don’t have much Detroit exposure.  (Learn Bonds)

Niche ETFs often have outsized positions in a handful of stocks.  (Random Roger)

Economy

On the prospect for a rebound in inflation.  (MoneyBeat)

How might rising interest rates affect corporate profit margins?  (WSJ)

Media

Don’t look now but the publishers are rallying.  (Unexpected Returns)

TheStreet.com ($TST) has attracted an activist investor.  (Institutional Investor, CNNMoney)

How would you improve CNBC?  (Points and Figures earlier Abnormal Returns)

Mixed media

Meet the guy behind @GSelevator.  (Dealbook)

Craft beers are lightening up.  (Time)

To win a sports bet don’t think too much.  (Scientific American)

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

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