The high yield bond rally seems to be slowing. (EconomPic Data, research puzzle)
The state of asset class momentum. (The Capital Spectator)
An enhanced momentum strategy. (CXO Advisory Group)
Stock correlations are plumbing new highs. (Daily Options Report)
Colombia highlights the year-to-date rally in some frontier markets. (VIX and More)
Analyst reaction to better earnings indicative of gloomy sentiment. (AR Screencast)
“The best traders have learned how to listen to the subtle signals and biofeedback from winning and losing.” (Dynamic Hedge)
25 things a doctor turned options trader learned the hard way. (Options for Rookies)
Charles Schwab (SCHW) is pushing farther into the money management business. (WSJ)
Traders aren’t the only ones making money on Netflix (NFLX) shares. (NYPost)
The growing disparity between luxury and bargain retailers. (FT)
Gasoline prices plunge in the face of Labor Day. (24/7 Wall St.)
On the rally in copper. (Lex)
There is always a bull market somewhere, today coffee. (WSJ)
The savings rate dropped in July. (Calculated Risk, Money Game, EconomPic Data)
The answer to to the housing crisis: lower prices. (Pragmatic Capitalism also Calculated Risk)
Can interest rates explain the housing boom and bust? (voxEU, Economist’s View)
Summing up investment over the past decade in a single chart. (Mandel on Innovation)
The market is none too impressed with the Bank of Japan’s easing. (FT Alphaville, Money Game)
Rajan vs. Krugman. (The Globe and Mail)
The average maturity of publicly held US Treasury debt has fallen some 34% in the past two decades. (Econbrowser)
Emerging markets are issuing longer term debt, in part because they can. (Economist also IndexUniverse, The American)
Paul Kedrosky, “What is the cumulative impact of all these modern financial crises?” (Infectious Greed)
Have we underestimated Chinese consumption? (China Financial Markets)
Thorium-fed reactors sound too good to be true. (Daily Telegraph)
How to scale up your trading business. (biggercapital)
An interview with noted value manager Bruce Berkowitz. (Value Plays)
The crisis in customer service. (New Yorker)
Why Intel (INTC) is buying Infineon’s wireless chip business. (Fast Company, NYTimes)
Is Intuit (INTU) unstoppable? (Howard Lindzon)
Rumors abound that Apple (AAPL) is going pushing into free voice/video with the new iTouch. (SAI, Apple 2.0)
Documenting the ramp up in iPhone/iPad use. (asymco)
Is Skype for sale? (GigaOM)
What a CEO does. (A VC)
On living the true American Dream. (Joe Fahmy)
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.
