The new highlights and commentary page is up at FundAlarm.com.
Mark Hulbert in the New York Times on research showing how a small handful of stocks affect the performance of various market sectors.
Laura Mandaro at Marketwatch.com on the “peculiar dynamics” of timberland and how it is recognized as an alternative asset class.
Justin Fox at the Curious Capitalist on whether we need a recession to change consumer behavior.
Eddy Elfenbein at Crossing Wall Street on slowing expectations for earnings growth.
James Picerno at the Capital Spectator on active managers looking far afield for investment opportunities.
The Blackstone Group initial public offering comes along with some interesting accounting moves as well. (via DealBreaker.com)
Curtis M. Faith at Way of the Turtle on the “outcome bias.”
Paul Kedrosky at Infectious Greed on research showing a change in the short-run elasticity of oil demand.
Daniel Gross at Slate.com on research showing a negative relationship between CEO house size and stock performance.
You can always reach Abnormal Returns with your questions and/or comments.