Wednesday links: losing the lost decade

Quote of the day

DH, “If you’re a trader, who cares if you can rattle off the GDP of every Baltic state for the last 10 years.  That’s not your job.  Your job is to enter trades with low risk and exit with a profit.  That’s it.”  (Dynamic Hedge)

Chart of the day

GDX Breakout Wednesday links:  losing the lost decade

Can the Market Vectors Gold Miners ETF ($GDX) break out?  (All Star Charts also Focus on Funds)

Markets

High correlations and the momentum mindset.  (Aleph Blog)

A gap between realized and implied volatility has opened up.  (Investing With Options)

A look at S&P 500 sector breadth.  (Bespoke)

Why VIX futures don’t cut it as an effective hedge.  (FT Alphaville)

What market breadth is telling us at the moment.  (Market Anthropology)

TIPs breakevens keep coming down.  (MarketBeat)

Strategy

What are the ultimate investment lessons of the BP ($BP) Deepwater Horizon disaster?  (The Psy-Fi Blog)

Howard Lindzon, “We are terrible at measuring and valuing all the time we spend worrying, thinking and talking about money.” (Howard Lindzon)

The world needs more food; therein lies an opportunity.  (Fortune via TRB)

Why you can’t invest like Warren Buffett.  (Slate)

Three lessons from Bill Gross’ “mistake.”  (CBS Moneywatch, Marketwatch)

Companies

Will AOL ($AOL) go private?  (Felix Salmon)

About that AT&T ($T) takeover of T-Mobile….(Dealbook, Planet Money, TRB, Felix Salmon)

Should Apple ($AAPL) fear low-end iPad competitors?  (Asymco)

Hewlett-Packard ($HPQ) gave up on R&D to the benefit of margins.  (research puzzle pix)

The case for Citigroup ($C) vs. Bank of America ($BAC).  (market folly)

Don’t tell the credit card companies the consumer is ailing.  (Dragonfly Capital)

Finance

Should commodities traders be forced to disclose their positions?  (WSJ, FT)

Why a gold bubble wouldn’t really matter all that much.  (Dealbreaker also Dealbook)

Taking another whack at the loan loss reserves of Bank of America.  (Business Insider)

Do we really want our bank regulators to have a profit motive?  (Freakonomics)

Funds

It wasn’t a lost decade for investors who broadly diversified. (Bucks Blog)

Pimco has another offering in the ‘hedge fund lite’ category.  (WSJ)

Do value managers add value?  (Globe and Mail)

Sophisticated ETFs can trip up overconfident investors.  (Morningstar)

Building a better target date ETF.  (IndexUniverse)

Global

Are expectations for emerging market growth simply too high?  (FT)

Demand for Swiss assets remains “rampant.”  (WSJ, FT Alphaville)

A slowing Canadian economy points to US weakness.  (Real Time Economics)

Economy

Chicago PMI comes in better than expected.  (MarketBeat)

A chart for those of you who don’t think the ADP numbers don’t matter.  (Capital Spectator, Calculated Risk)

What if anything can turn consumer sentiment around?  (Buttonwood)

What does elevated job anxiety imply for the economy and stock market?  (Big Picture, Capital Spectator)

Is an aging population putting a cap on the US economy?  (Bloomberg)

Americans are driving less per dollar of output.  (The Street Light via Economist’s View)

Earlier on Abnormal Returns

The diversification debate.  (Abnormal Returns)

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

Mixed media

Failing is different than being a failure.  (Tyler’s Trading)

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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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