Thanks for checking in with us this weekend.  Here are the items our readers clicked most frequently on  Abnormal Returns for the week ended Saturday, November 7th.  Where applicable the description is as it reads in the relevant linkfest.

  1. Long term real growth in US GDP from 1871.  (Visualizing Economics)
  2. Charles Kirk, “In my opinion, it is very important for those who engage in passive strategies to understand how to incorporate simple easy to follow methods to reduce downside risk when market conditions are poor.”  (A Dash of Insight)
  3. How technology has made hedge funds nearly irrelevant.  (Leigh Drogen)
  4. “These ARE the financial blogs you are looking for…”  (The Reformed Broker)
  5. Burton Malkiel recommends five books on investing.  (Five Books)
  6. Barton Biggs on the brewing emerging markets bubble.  (Bloomberg)
  7. Floyd Norris, “This is the rally that few believed and many missed.”  (NYTimes)
  8. Microsoft (MSFT) stock is “too cheap to sell.”  (Barron’s)
  9. A hedge fund manager who has changed his stripes to beat the market.  (WSJ)
  10. To what can we attribute the ‘death of stock picking‘?  (All About Alpha)

We also had a number of items on Abnormal Returns this week:

  1. Talking risk, return and ‘low volatility’ investing with Eric Falkenstein.  (Abnormal Returns)
  2. Sometimes ETFs only dilute your investment hypothesis.  The case for individual equities.  (Abnormal Returns)
  3. How the introduction of ETPs can change underlying market dynamics, the case of VIX futures.  (AR Screencast)
  4. Why tech investors should care about what is happening in the venture capital (and start-up) world.  (AR Screencast)
  5. In contrast to the US, the Australian central bank is raising interest rates to head off inflation.  (AR Screencast)
  6. How “don’t fight the Fed” works in practice, i.e. through relative nominal yields.  (AR Screencast)

Per usual, there are now a number of ways to follow Abnormal Returns including:  @ARupdates, free e-mails:  AR ClassicAR Energy, AR Options, the Abnormal Returns widget, our daily screencasts, and Abnormal Returns TV.