Tuesday links: who’s your daddy?

• abnormalreturns
• February 19th, 2013

Quote of the day

Vitaily Katsenelson, “Wall Street only becomes your daddy if you let it.”  (Institutional Investor)

Chart of the day

MOO data by YCharts

Check out the divergence between agriculture stocks and futures.  (via @allstarcharts)

Markets

Why big stock winners rarely tend to keep on winning.  (Ivanhoff Capital)

Can you have a secular bull market with demographic headwinds?  (Humble Student of the Markets)

Moderate economic growth continues to be bullish.  (Behavioral Macro)

The secular bull market has just begun.  (The Ticker)

Wall Street is betting on sequester to happen.  (Crossing Wall Street)

Strategy

Inflation is always there, whether you notice it or not.  (Businessweek)

On the demise of the 200 day moving average.  (Mark Hulbert)

Why you should be tracking your portfolio weights more closely.  (Capital Spectator)

Companies

Why Amazon ($AMZN) should buy Radio Shack ($RSH).  (Quartz)

Why doesn’t anyone copy Apple ($AAPL)?  (Asymco)

Pay attention to what Warren Buffett is doing with Heinz ($HNZ).  (FT also Aleph Blog)

Hedge funds

Warning signs learned from hedge fund blowups.  (Market Folly)

Why do smaller hedge funds outperform?  (All About Alpha)

Finance

Why hedge funds love Bermuda reinsurance.  (Bloomberg)

Should we be concerned with the rise of the mortgage REITs?  (Term Sheet)

Why the big banks need more equity.  (New Yorker)

RIP, Martin Zweig.  (Bloomberg, Mark Hulbert, Clusterstock)

Funds

How are Morningstar’s fundamental fund ratings doing?  (Wall Street Rant)

Guggenheim is closing a handful of ETFs.  (IndexUniverse)

How did Fidelity Investments do last year?  (InvestmentNews)

Currency ETFs are getting interesting.  (IndexUniverse)

Global

How fast did China really grow in 2012?  (FT Alphaville)

Why aren’t JGB yields rising?  (Money Game)

German investors are getting frisky.  (Telegraph)

Economy

Still little sign of a recession.  (Pragmatic Capitalism)

Homebuilder sentiment has stalled for now.  (Calculated Risk)

Are lumber prices getting ahead of themselves?  (EconMatters)

Mixed media

Quants pick the Oscars.  (New Scientist)

Being happy means being rushed just enough.  (Scientific American)

When you have a “magical” product don’t mess with it.  (The Reformed Broker)

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