Mark Hulbert at NYTimes.com on a study showing ‘neighborhood effects’ in stock selection.
Barry Ritholtz at the Big Picture passes along four valuable investing lessons from Mark Hulbert.
Buy the fund companies, not the mutual funds. (via NYTimes.com)
Is an IPO glut in the offing? Be wary, because “The I.P.O. market can close on a dime…” (via NYTimes.com)
Brett Steenbarger at TraderFeed on the slowdown in money flows into stocks.
Calculated Risk notes how Mackey has added to the level of cynicism surrounding online discourse.
Craig Karmin at WSJ.com on big asset allocation changes coming to the Teacher Retirement System of Texas.
Nice work, if you can get it. (via Market Movers)
The Epicurean Dealmaker on the prospects for higher private equity taxes.
Yves Smith at naked capitalism on the unreliability of questionnaires in “assessing buyers’ propensity to act…”
What will Apple’s iPod line-up look like in the next year? (via Big Picture)
Inflation expectations are on the rise. (via Real Time Economics)
Free exchange on the fundamental assumptions underlying ‘heterodox economists.’
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