Barton Biggs, “As oil stops going up, technology stocks will go up.” (

Mohamed El-Erian author of When Markets Collide, “U.S.-based individual investors have too much invested in the U.S. and not enough internationally. That exposes them to significant risk in this world. The first thing is buying a multi-diversified set of exposures.” (

Research into the opportunities available in ‘index losers.’ (

Libor changes…none. (Alea)

Maybe banks weren’t meant to own or operate hedge funds. (

Active managers are having a hard time keeping up with this market. (

A bull market in ‘dry powder.’ (DealZone)

“So far in 2008, the average takeover bid has been 25 percent above the stock price of the target company four weeks before the deal was announced.” (DealBook)

Opposition to the CME bid for the NYMEX is growing. (

The challenge of a new alternative energy IPO. (

Timing it is difficult, to say the least. If oil’s move is artificial, it will ultimately run it’s course.” (Daily Options Report)

Understanding contrary indicators. (Big Picture)

Adjusting factor-based models based on market trend. (World Beta)

A new blog (and book) from Dr. Brett. (Become Your Own Trading Coach)

Your Nassim Nicholas Taleb stories of the day. (Market Movers, naked capitalism)

“Compared with other ways of funding the government, the corporate tax is particularly hard on economic growth.” (

The relationship between consumer inflation expectations and future spending. (Real Time Economics)

Trends in traded vs. non-traded commodities. (Econbrowser)

Convenience beats quality.” (Fred Wilson)

An Inconvenient Opera. (Going Private)

While America Aged a new book from Roger Lowenstein. (Aleph Blog)

Some summer beach reading recommendations. (Deal Journal)

Are you curious what other bloggers are saying about Abnormal Returns? So are we. Feel free to check out it out.

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.