The Ticker Sense Blogger Sentiment Poll is at a literal (100% neutral) deadlock.

Peter A. MacKay at on just how long megacaps can outperform their small cap cousins.

Brett Steenbarger at TraderFeed on what happens after a period of large cap outperformance.

Burton G. Malkiel at asks, “But could the stock market be underestimating geopolitical risks today?”

Going Private revisits the LIPO that is Burger King (BKC).

Are activist investors targeting Citigroup (C)? (via DealBook)

FT Alphaville on the “root of private equity’s image problem.”

All About Alpha looks at an intriguing connection between the “liquidity effect” and the rise of private equity.

Adam Warner at the Daily Options Report on knowing one’s investment strengths (and timeframe).

James J. Cramer at New York says to stop envying investment bankers and simply buy the investment bank stocks.

It seems that fixed income guys will launch an actively traded ETF before the equity crowd. (via

Lawrence Carrel at on a book that charges “…that boards of directors are actually the main culprit keeping the management fees mutual funds charge unnecessarily high.”

Jeffrey Ball at on one company betting that diesel demand in the United States will justify a new multi-billion dollar refinery.

DealBook on the likely surge in privately funded infrastructure investment.

Arnold Kling at EconLog points to a “fascinating interview” with author Nassim Taleb.

Thanks for checking in with Abnormal Returns. You can stay up-to-date with all of our posts via our feed.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.