Is trading against the trend worth the risk?  (MarketSci Blog)

What now for quants?  (Market Movers)

The VIX was never all that accurate.  (Don Fishback, VIX and More)

The VIX is down a great deal, but so is realized volatility as well.  (Daily Options Report)

One attempt at a lazy, ETF-heavy, retirement portfolio.  (Infectious Greed)

Here’s how you announce a major accounting fraud.  (Clusterstock)

Has crude oil entered a new bull market?  (Bespoke)

What effect has the commodity index re-balancing had on the markets?  (MarketBeat, Big Picture)

Major energy companies are running up against limits to capex and dividend payments.  (

Boutique investment banks are “seeing more business” in the fallout from the credit crisis.  (

Gary Shilling says sell pretty much everything except the dollar and some corporate bonds.  (Clusterstock)

“(L)ong term results confirm a historically persistent value premium measurable across global equity markets.”  (

Private equity investors should gear up for 20-30% losses in 2008.  (naked capitalism)

By one standard, we are only halfway through this economic crisis.  (Free exchange)

Those who don’t study economic history are kidding themselves.  (Aleph Blog also Infectious Greed)

“As the economy goes down, we could be overemphasizing the negative just as we exaggerated the positive on the way up.”  (

Was Wall Street really just playing a big game of chicken with risk?  (The Balance Sheet)

The TARP is profitable…for now.  (Deal Journal)

Is talk of fiscal stimulus outweighing other (more) important steps needed to stabilize the economy?  (Baseline Scenario)

(C)onsumers seem reluctant to buy any kind of car, regardless of the price of gasoline.”  (Econbrowser)

Are newspapers, like the New York Times, at risk of not publishing any more?  ( also Market Movers)

Want to make sure you don’t miss any Abnormal Returns posts? 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.