Talk of the death of the equity culture are premature. (Trader’s Narrative)
Comparing the Dow dividend yields to Treasury bonds. (Ticker Sense)
Why are big tech stocks trading at such low valuations? (Tech Trader Daily, research puzzle)
“Microsoft (MSFT) is darn cheap – even breathtakingly cheap. But boy is this a dramatically weakened business.” (Bronte Capital earlier AR Screencast)
Bond issuance (investment grade and junk) are on a tear. (WSJ, Lex)
August hedge fund performance. (WSJ, Reuters)
Is gold poised to break out or is it overbought? (Bespoke, Pragmatic Capitalism)
The VIX futures curve is in serious contango. (VIX and More also OptionPit, Bloomberg)
Is tail risk protection now a crowded trade? (Humble Student)
The “stock replacement strategy” goes mainstream. (WSJ)
Have the big box retailers recognized the new consumer normal? (The Burning Platform also YCharts Blog)
Consumer sentiment aside, restaurant stocks are on fire. (Bespoke)
Reading insider buy/sell data is tricky. (Reuters)
The financial crisis has put various investment strategies on a collision course. (All About Alpha)
The September ETF Deathwatch is up. (Invest With An Edge also IndexUniverse)
Some new ETF ideas. (Random Roger)
Vanguard launches its S&P 500 ETF (VOO). (IndexUniverse)
The ALPS Alerian MLP ETF (AMLP) has already attracted decent volume. (TheStreet)
Has lumber bottomed? (MarketBeat)
Asset allocation is not like poker. You don’t have to go “all in.” (A Dash of Insight)
“I really hate to disappoint but the secret to making money in the stock market is THERE IS NO SECRET!” (The Crosshairs Blog)
The best trading method: specialist vs. generalist? (StockTwitsU)
International bond markets are becoming more integrated. (SSRN)
The Rosenberg Indicator. (Justin Paterno)
Political aggregators make tracking polls easier, but does it have any bearing on investing? (AR Screencast)
Initial claims for unemployment drop…a little bit. (Calculated Risk, Pragmatic Capitalism)
Personal consumption expenditures are growing, but not enough to sustain a robust economic recovery. (Pragmatic Capitalism)
Will the latest economic policy proposals do any good? (naked capitalism, Economix, Free exchange)
Who wins, i.e. gets paid, when investment tax credits get enacted? (Rortybomb)
What are food prices telling us about consumer’s capacity to fund housing costs? (NetNet)
Stop feeling so miserable, the Real Misery index has dropped. (Huffington Post)
Two signs the economy remains in recovery mode. (ValuePlays also Money Game, dshort)
Is Africa poised for “steady, rapid growth”? (Free exchange)
What is behind the rally in Thailand? (Marketwatch)
Greece is not going to turn itself around. (Felix Salmon)
No wonder Switzerland is rocking. (Business Insider)
Putting the rise of emerging markets into perspective. (The Capital Spectator)
In the “two speed economy” look to emerging markets for value creation. (beyondbrics)
Looking at some really long-term economic cycles. (Economist)
Thinking about how government plays an important role in relative prices. (Data Diary)
The must-read article from Bremmer and Roubini I haven’t read yet. (Institutional Investor also Felix Salmon, Crossing Wall Street)
Greg Ip has a new “little book” on understanding (macro)economics. (Greg Ip)
Why did Apple (AAPL) reverse its position on Adobe (ADBE) Flash? (Apple 2.0 also Bloomberg, Bits, Daring Fireball)
How Apple plays the pricing game. (Farnam Street)
Twitter is a game…there should be rewards. (Howard Lindzon also GigaOM)
How CEO testosterone levels affect M&A activity. (John Gapper, Simoleon Sense)
On the (perilous) future of reading. (The Frontal Cortex)
How bad is Wall Street 2: Money Never Sleeps? Ask Bess. (Dealbreaker)
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