Wednesday links: embracing chaos

• abnormalreturns
• June 29th, 2011

Quote of the day

David Blair, “Let’s face the facts: none of us are good at trading all patterns, in all markets, in all time frames.”  (Crosshairs Trader)

Chart of the day

The stock market battle in June summarized.  (chessNwine)

Markets

For 2011 which year would you rather see the market follow:  1930 or 1965?  (Bespoke)

Spread of the week:  $GE vs. $UTX. (Dynamic Hedge)

The Brent-Dubai spread is coming in.  (FT)

Strategy

Trading is…a lot of things but never easy.  (Howard Lindzon)

Eli Radke, “All traders hit the reset button but not all do it on their own terms.”  (The Reformed Broker)

Using credit market signals to time the stock market.  (SSRN via CXOAG)

On the behavioral challenges of portfolio rebalancing.  (WealthFront)

Companies

Bill Ackman and Nelson Peltz have acquired stakes in Kraft ($KFT).  (market folly)

Can Google ($GOOG) stock pull it together?  (research puzzle pix)

What has happened in the four years since the iPhone was introduced.  (GigaOM)

LinkedIn ($LNKD) as an example of why Wall Street hasn’t changed all that much.  (Value Plays, Mean Street)

Finance

The full extent of the Bank of America ($BAC) mortgage settlement.  (FT Alphaville)

Why Wall Street is cutting jobs once again.  (Deal Journal)

Morgan Stanley ($MS) loses big on an interest rate bet.  (Bloomberg, MarketBeat)

Is Goldman Sachs ($GS) a bargain at book value?  (Dealbook)

Global

More can kicking for Europe.  (Pragmatic Capitalism)

On the changing nature of Chinese debt.  (Free exchange)

Gregor Macdonald, “Unfortunately, it does not appear OECD nations have been successful in getting the price of oil down below $100.”  (Gregor Macdonald)

Economy

On the challenges of measuring the output gap.  (Gavyn Davies)

Economists are looking in the wrong place for fixes to the economy.  (Credit Writedowns)

Why some American companies are insourcing their production from China.  (Term Sheet)

Earlier on Abnormal Returns

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

Mixed media

More on who really owns the Detroit Pistons.  (Term Sheet)

On the value of “embracing chaos” and game playing in education.  (Felix Salmon)

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