Emerging markets are once again outperforming. (Bespoke, beyondbrics)
Sentiment is rapidly shifting towards the bullish camp. (Marketwatch)
A reversal in fortune. Oversold stocks are scarce. (Bespoke)
Waiting on a reversal in the death cross. (MarketBeat)
Wheat prices are soaring. (Lex, WSJ, FT Alphaville, Bloomberg)
Why the grain complex and PowerShares Agricultural ETF (DBA) are set for a fall. (Minyanville)
1,032 ETFs and counting. (Invest With An Edge, DailyFinance)
The Barclays ETN+ Inverse S&P 500 VIX Short-Term Futures ETN (XXV) is now a liquid trading vehicle. (VIX and More)
How quant funds performed through the crisis. (Morningstar)
Garnering an “illiquidity premium” without venturing into alternative assets. (All About Alpha)
More historical equity risk premium estimates. (CXO Advisory Group)
Buffett’s successor(s) are not set yet. (Jeff Matthews)
Is Berkshire Hathaway (BRKB) overvalued? (Fortune)
Why aren’t there more IPO auctions? (FT Alphaville)
Corporate cash hoarding isn’t sustainable. (Fortune contra Marketwatch)
Roger Lowenstein asks what purpose does publicly traded private equity serve? (Bloomberg)
Signs that the correction in gold is over. (Trader’s Narrative)
What are copper, palladium and gold telling us about the state of the economy? (Trader’s Narrative, Bespoke)
Price ratio charts often make great “chart porn” but make sure there is some intuition behind them. (AR Screencast)
Financial executives are “severely miscalibrated.” (SSRN)
What purpose do SEC fines serve? (Big Picture, NYTimes)
Banks are spinning off assets to comply with the Volcker Rule. (CNBC, peHUB)
Why the financial markets seem so willing to overlook the weak US economy. (Econoclast)
Showing just how interconnected the financial system has become over the past decade. (Free exchange)
Just how likely is a “mass mortgage refi“? (FT Alphaville)
The Fed is dipping its toe back into the quantitative easing waters. (WSJ, Money Game, Telegraph)
The savings rate continues to rise. (Calculated Risk, WSJ, Big Picture, EconomPic Data)
Can Texas keep it up? (Free exchange)
Some US states rank right up there in terms of default risk. (Bespoke)
The decade of the temporary worker. (TheStreet also Money Game)
Indonesia is running hot. (ETFdb, Credit Writedowns)
Main Street is getting company news releases after Wall Street. (IR Web Report)
Buying and selling (on mobile devices) is going to be huge. (VC Dispatch, CNNMoney, WSJ)
How is Google (GOOG) going to make a profit off of Android? (SAI)
Research in Motion (RIMM) is up against the wall. (GigaOM, CNNMoney, Apple 2.0)
Hamilton Nolan, “As a means of leisure, gambling is fine. As a means of public policy, it is a sham.” (Gawker)
Jonah Lehrer, “The best brands are blankies.” (The Frontal Cortex)
There are now a number of ways to follow Abnormal Returns including: @ARupdates, free e-mails: AR Classic, AR Energy, AR Options, the Abnormal Returns widget, our daily screencasts, and Abnormal Returns TV.
