Quote of the day

Joe Weisenthal, “Don’t let your economic or political worldview cloud your analysis.”  (Money Game also NYTimes)

Chart of the day

The VIX is sitting at a three-year low.  (Bloomberg)


What it takes to build a market top.  (Mark Hulbert)

The market is losing its leaders one by one.  (The Reformed Broker)

On the growing gap between small caps and large caps.  (ROI)

The market seems to pivot around options expirations.  (Dynamic Hedge)

Check out what REITs typically do in April.  (chessNwine)

Goldman is still itchy about commodities.  (FT Alphaville, The Source)


It’s good to be a Dow Chemical (DOW) shareholder these days. (ValuePlays)

Pressures are rising on CVS Caremark (CVS) to break itself up.  (NYTimes)

What good are employment contracts if companies don’t enforce them?  (footnoted)


Do we really want the SEC grading the ratings agencies?  (NetNet)

At least Bank of America (BAC) made some shareholders happy today.  (Street Sweep)

Australia as a model for regulating financial advisers.  (InvestmentNews)


Some smallish ETFs worth a second look.  (Morningstar)

Why do we continue to call disparate structures ETFs?  (IndexUniverse)

Mortgage REITs as the perfect business model.  (SurlyTrader)

Investor are seeking out hedge funds with short (or no) lockups.  (Bloomberg)


Some long term perspective on inflation. (Carpe Diem, Capital Spectator, Economix, MarketBeat, Calculated Risk)

Industrial production is higher but still “7.0% below the pre-recession levels at the end of 2007.”  (Calculated Risk, Calafia Beach Pundit)

Rail traffic remains robust.  (Pragmatic Capitalism)

A look at the long term decline in consumer confidence.  (the research puzzle)

Earlier on Abnormal Returns

Can the seemingly cheap Newmont Mining (NEM) catch back up to the gold pack? (AR Screencast)

Our tech-centric Friday morning linkfest.  (Abnormal Returns)

Mixed media

Why you sometimes need to re-read the investment classics.  (The Minimalist Trader)

Where Apple (AAPL) is behind the curve.  (Daring Fireball)

Abnormal Returns is a founding member of the StockTwits Blog Network.

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.