August was a good month for the global capital markets.  (Capital Spectator)

Taking a look at the components of the JunkDEX.  (VIX and More)

“Those investing in bonds may think they are playing it safe. Instead, they may be taking a bit of a gamble on inflation.”  (ROI)

Where has insider buying gone?  (The Pragmatic Capitalist, FT Alphaville)

Chinese ADRs have been outperforming their local peers.  (Bespoke)

Comparing the global infrastructure ETFs.  (IndexUniverse)

Comparing some mutual fund momentum measures.  (CXO Advisory Group)

More thoughts on the idea of momentum based mutual funds.  (Fundmastery Blog)

“The idea that bedroom day-traders might ever compete equally with professionals is a fiction convenient to the retail broking industry.”  (FT earlier Abnormal Returns)

We only have 82 years of data..So for us to pretend that the equity premium is the birthright of anyone willing to stay the course for 10, 20, or even 30 years might be something we want to reconsider.”  (behavior gap)

“When someone reaches into history for an analogy — -it is the same thing.  It is back-fitting of data, using the human mind, the most powerful computer.”  (A Dash of Insight)

“As a result of this sword of Damocles hanging over them, hedge fund managers need to factor in the possibility of investors and/or prime brokers pulling the plug on their fund.”  (All About Alpha)

On the correlation of endowment fund returns on donor generosity.  (Felix Salmon)

The Dow Jones Economic Sentiment Indicator edged higher.  (Real Time Economics)

Bank of America (BAC) is tired of all that government oversight.  (WSJ, Clusterstock)

More pushback against the notion of TARP profits.  (Market Talk, Matt Taibbi)

What’s in store for the big banks this Fall?  (The Big Money)

In defense of financial innovation.  (Megan McArdle, Clusterstock contra Baseline Scenario)

The problem with LBOs is leverage.  (Matthew Goldstein)

Regulation won’t kill the VC industry — we’ll still have future Googles and Twitters and Facebooks — but let’s not be so daft as to leave a huge part of finance unregulated, and then, down the road, look back and wonder why we left that hole wide open.”  (Silicon Alley Insider)

EBay (EBAY) kicks Skype to the curb.  (DealBook, WSJ, Atlantic Business)

Walt Disney’s $4 billion acquisition of Marvel Entertainment represents the kind of deal that the global financial crisis had practically silenced.”  (Deal Journal)

Who got the better deal:  Disney (DIS) or Marvel (MVL)?  (Breakingviews, Vanity Fair, Money & Co.)

Maybe Goldman Sachs (GS) really does rule the world.  (Vanity Fair, 24/7 Wall St.)

What do the FT/Goldman Sachs Business Book of the Year nominees tell us about 2009?  (Infectious Greed)

StockTwits Desktop is here!  (StockTwits Blog, TechCrunch)

Abnormal Returns is a proud member of the StockTwits Network.

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.