The worst first-half of the year for hedge funds since 1990.  (, naked capitalism)

Chapter 11 looks more attractive every day to General Motors (GM).  (breakingviews/, Market Movers, Aleph Blog,

Rumor mongering about the ‘short selling conspiracy’.  (

Investing lessons from the late John Templeton.  (

Is Bill Miller toast?  (

Trend following with ETFs.  (ETF Trends)

The opportunity in Brazil:  point, counterpoint.  (Infectious Greed, Market Movers)

The launch of another frontier market ETF and an investable Gulf equity index.  (, ibid)

“It wasn’t too long ago, after all, that the same T. Boone Pickens who is now talking up wind power was talking it down.”  (Jeff Matthews)

The rise of energy stocks is playing havoc with the VIX.  (VIX and More)

Sometimes market indicators simply stop working.  (Daily Options Report)

BRICs vs. PIGS.  (Big Picture)

Builders have largely stopped building, so the inventory must eventually fall. But what is noteworthy is how slowly that process is proceeding.”  (Floyd Norris)

Blog links fall behind search engines and aggregators in driving site traffic.  (ValleyWag)

Walt Mossberg and David Pogue weigh in on the new iPhone.  (,

Do you want make sure you don’t miss any Abnormal Returns posts? Then feel free to add our fan-friendly feed to your favorite feed reader.

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.