Thanks again to everyone who responded to our survey.  One common response was that readers wanted to have more structure to the linkfest.  This is our initial attempt at categorizing the links.  If you have any comments and/or suggestions please feel free to contact us.

Quote of the day

Phil Pearlman, “Every winning trader that I know habitually takes losses quickly before they become outsized.”  (Phil Pearlman)


Equity sentiment at week-end.  (Trader’s Narrative, The Technical Take)

The past twelve years in one (real yield) chart.  (Crossing Wall Street)

Roben Farzad, “Frontier investing can be rewarding but perilous.”  (BusinessWeek)

Cotton climbs to a 140 year high.  (WSJ)

Putting the is in the transportation stocks, especially railroads, into perspective.  (StockCharts Blog)

Why financial stocks haven’t fallen much in the face of foreclosure-gate.  (Felix Salmon also Money Game)

The bull market in gold, in one chart.  (Pragmatic Capitalism)

Taking a look at the market’s big winners year-to-date.  (WSJ)


Stock picking isn’t dead.  The case of Google (GOOG).  (The Reformed Broker)

David Merkel, “Management teams that cut corners in financial reporting will cut corners elsewhere, and deliver negative surprises to you.”  (Aleph Blog)

Hubris doesn’t pay.  David Tepper likely took a hit this past week on his big bank positions.  (Zero Hedge)

Looking at the options market prior to an earnings announcement can help gauge reactions to the news.  (InvestorPlace)

Wall Street

Banks, like the airlines, have never made money.  (Big Picture)

Wall Street never learns.  (Reuters)


Why worry about low inflation?  (Atlantic Business)

Making the case for humility in economics.  (NYTimes)

Has the Fed painted itself into a corner?  (naked capitalism)


Felix Salmon, “In other words, the housing market, which was broken before, is even more broken now.”  (Reuters)

Who suffers?  Just about everyone.  (Megan McArdle)

Why did some servicers use “robo-signers“? (Calculated Risk contra naked capitalism)

Modern finance collides with the legal system.  (WSJ also Big Picture)

Why is the administration sitting on its hands when it comes to foreclosure-gate?  (Baseline Scenario)

Mind and markets

Jason Zweig, “Why do powerful people with so much to lose push so hard to squeeze out a little more gain for themselves?”  (WSJ)

How the use of language affects how we “read” the news.  (The Psy-Fi Blog)

RIP, Benoit Mandelbrot.  (TED Blog, NYTimes)


Why Twitter is massively undervalued compared to Facebook.  (TechCrunch)

Eric Savitz, “Don’t be surprised when the iPad blows past the Mac, the iPod and the iPhone to become the most important product in Apple’s arsenal.”  (Barron’s)

Why Google should buy Foursquare.  (SAI)

Joe Nocera, “At bottom, “The Social Network” is a movie about obsession.”  (NYTimes)

Just Because

Cool photo tour of Chicago, the derivatives capital of the world.  (Chicago Sean)

Thanks for checking in with Abnormal Returns. For all the latest you can follow us on StockTwits and Twitter.

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.