Quote of the day

Mike Bellafiore, “We create our trading stress.”  (SMB Training)

Chart of the day

Global purchasing manager indices are rolling over.  (Economist)

Markets

One graph that summarizes the last two weeks.  (Stock Sage)

The safety trade worked all week.  (The Reformed Broker)

Financials continue to lag and the defensive sectors lead.  (Dynamic Hedge, Dragonfly Capital)

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

Small caps would suffer disproportionately in a market correction.  (Market Anthropology)

Can equities rally without commodities?  (Money Game)

Strategy

Some lessons from trying enhance fixed income returns.  (Aleph Blog)

Thinking about how to take advantage of low implied volatilities.  (The Minimalist Trader)

How to use the NYSE closing TICK as an overbought/oversold indicator.  (Quantifiable Edges)

What exactly is Dow Theory?  (StockCharts Blog)

Why don’t more 401(k) plans offer index funds?  (NYTimes)

Companies

Intel (INTC) is now a high yielder.  (Crossing Wall Street)

A fight breaks out over control over Canada’s exchange operator TMX Group.  (Marketwatch)

If the USDA is being overly optimistic, an opportunity in the farm complex is coming.  (Jubak’s Picks)

Real estate

There still are few good ways to hedge home price risk.  (WSJ)

Some hope for housing prices.  (FT Alphaville)

Australia’s housing market is in a precarious situation.  (MacroBusiness via naked capitalism, Mish)

Don’t expect a new mortgage refinancing wave any time soon.  (Calculated Risk)

Check out the ongoing rise in farmland prices.  (Big Picture Agriculture, ibid)

Economy

Why we should expect to see the unemployment rate to continue to fall.  (macrofugue)

Two interesting inflation charts.  (Free exchange)

Big trend alert:  labor on the rise against capital.  (Data Diary)

America’s “venturesome consumers” are disproportionately willing to try new products and services.  (New Yorker)

Robert H. Frank, “The anxiety we feel about whether we’ll succeed is evolution’s way of motivating us.”  (NYTimes)

Earlier on Abnormal Returns

What everyone else was clicking on this week on Abnormal Returns.  (Abnormal Returns)

What you missed in our “big ideas” Saturday linkfest.  (Abnormal Returns)

Mixed media

E-mail isn’t dead, in fact it is thriving.  (A VC)

Wi-fi will not be the savior of mobile broadband operators.  (GigaOM)

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