Wheat prices are surging. The fallout. (FT, FT Alphaville, Zero Hedge, Money Game, Market Blog)
Wheat is a notable standout in a faltering commodity sector. (Lex)
Another reason to like large caps: earnings beats. (Bespoke)
July hedge fund returns. (Reuters, EconomPic Data)
What typically happens to the stock market in the third year of an election cycle? (Marketwatch)
Ten high earnings yield companies that rank amongst hedge fund top holdings. (YCharts Blog)
What the heck is going on in the TIPS market? (FT Alphaville)
Charles Schwab (SCHW) is getting into the bond ETF business. (ETFdb, ibid)
Sometimes ETF innovation goes too far. (IndexUniverse also AR Screencast)
More on Americans “reaching for yield.” (Curious Capitalist, Morningstar also Fundmastery Blog)
Do corporate bonds exhibit momentum? (CXO Advisory Group)
Microsoft (MSFT) is “clearly cheap”, but… (Bronte Capital)
Should Apple (AAPL) shareholders be worried by its new found market cap? (Barron’s)
Jeff Matthews on the succession issue at Berkshire Hathaway (BRKA). (Tech Ticker)
What role might finreg play on those long-dated equity put options Warren Buffett wrote? (Financial Crookery)
Invest in what you know…at your own risk. (Don Fishback)
“Incorporating feedback is what makes a model adaptive.” (Systematic Relative Strength)
How Wall Street is looking to deal with the Volcker Rule. (NYTimes also WSJ)
Some thoughts on the Flash Crash post-mortem. (Points and Figures, naked capitalism)
Kent Thune, “Are capital markets leading economic indicators or are they leading economic funding for growth?” (Big Picture)
Why corporate America’s profits continue to surprise on the upside. (Economist)
How have economic indicators been coming in relative to trend of late? (VIX and More)
The public sector remains a drag on employment. (Real Time Economics, Ezra Klein)
Non-farm payroll figures were so bad it almost makes you want to work on the farm. (The Reformed Broker also EconomPic Data, Free exchange, Economix, Pragmatic Capitalism, Points and Figures, CWS, Econbrowser, Atlantic Business, DJ Market Talk)
Unlike in recoveries past, a rise in temporary workers is not translating into permanent hiring. (Bloomberg)
Job postings keep moving up year-over-year. (EconomPic Data)
Some manufacturing is moving back to the USA. (USA Today)
Rail traffic keeps moving higher. (Pragmatic Capitalism)
Bloggers have a dim view of the current economy. (Growthology)
Is the unemployment situation more cyclical or structural? (CBS Moneywatch)
Washington keeps abetting reckless behavior in the housing market. (FT Alphaville, Atlantic Business, Free exchange)
Is deflation scarier than inflation? (Slate)
Signs of a slowdown in Brazil. (Fortune)
Contrary to popular opinion food isn’t “cheap” in America. (Gregor Macdonald)
The tendency of investors to “behave badly” has not changed over time. (Bucks Blog)
An interview with John Burbank of Passport Capital. (Benzinga)
A book review of Zack Miller’s “Tradestream Your Way to Profits.” (market folly)
Another example of the power of social media, in commodities. (Forbes)
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