Help us make Abnormal Returns even better!  Fill out our survey and be entered into a book giveway.

Barry Ritholtz, “Just because Gold rallied does not mean you are obligated to miss the greatest equity rally in a generation.”  (Big Picture)

Market timers are not buying into the rally.  (Marketwatch)

Is the market overbought?  It depends.  (Dragonfly Capital)

The equity market is showing some notable divergences.  (Afraid to Trade also ETF Prophet)

“VIX may be dropping, but the implied volatility of individual stocks is not.”  (Don Fishback also VIX and More)

Is China’s stock market just playing catch-up or is there more to it?  (AR Screencast)

The “stock picking is dead” meme garners another adherent.  (Money Game)

Don’t be bullied by advisers who say market timing is a “myth.”  (ROI)

Financials have room to raise their dividends.  (Crossing Wall Street)

Some ag-related stocks still have some room to run.  (Barron’s)

Lee Ainslie thinks big tech stocks are cheap.  (MarketBeat, Fortune)

Bill Ackman Q&A at the Value Investing Congress.  (Market Folly, Fortune)

Google (GOOG) is the 21st century GE (GE).  (Muckety)

Is the Value Line (VALU) franchise doomed?  (the research puzzle)

Some reasons why Microsoft (MSFT) SHOULD buy Adobe (ADBE).  (SAI)

Liquidity follows price.  (Ivanhoff Capital)

Are bear market funds truly a “win-win situation”?  (All About Alpha)

A long term look at the performance of leveraged ETFs.  (CXO Advisory Group)

If CSX (CSX) is reporting good earnings, how bad can the economy be?  (WSJ, Money Game, Pragmatic Capitalism)

TIPS-derived inflation estimates are back on the rise.  (Capital Spectator)

Inflation is coming, but when?  (Points and Figures)

Hard to get every state attorneys general to agree on anything, except the foreclosure fiasco.  (CNNMoney, Clusterstock)

Shocked to read that politics played a role in the lifting of the Gulf drilling ban.  (WashingtonPost)

Uncle Sam’s mysterious gold hoard.  (The Atlantic)

Ezra Klein, “State pension systems are a problem. But they’re not the problem right now.”  (WashingtonPost, ibid)

Betting on a Japanese default, or at least the fear of it.  (Fortune Finance)

How did the world get so old, so fast?  (Foreign Policy via pkedrosky)

No wonder DE Shaw is undergoing layoffs.  They made bad real estate bets at the height of the market.  (WSJ, Clusterstock)

“Following Warren Buffett without Warren Buffett’s temperament is a one-way ticket to the poorhouse.”  (The Psy-Fi Blog)

Charles Kirk, “Let me tell you a secret – the market has ALWAYS been manipulated to some extent AND always will.”  (Kirk Report)

Traders, StockTwits and the need for speed.  (Institutional Investor, ibid)

How letting your unconscious brain work on a problem may lead to the best decision.  (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.

More Posts This Week

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.