Quote of the day

Henry Blodget, “Does Groupon have enough cash to make it to its IPO?”  (SAI, ibid)

Chart of the day

Putting current yields into some historical perspective.  (EconomPic Data also MarketBeat)


Bottoms take time and most stocks have not yet built solid bases.  (stockbee)

Earnings matter.  What are the odds of a collapse in earnings?  (Money Game)

Stocks are pricing in slow growth, not a full-blow recession.  (Humble Student of the Markets)

The spike in oil volatility is enticing.  (Tyler’s Trading)

Midwest farmland prices are on fire.  (Big Picture Agriculture)


Resisting the urge to nibble.  (The Reformed Broker)

The trouble with averages.  (Derek Hernquist)

How asset price bubbles can have such a pernicious effect on the real economy.  (voxEU)


Hewlett-Packard ($HPQ) joins the spinoff parade.  (Bloomberg)

Does Google ($GOOG) have Cupertino envy?  (AllThingsD, Apple 2.0, TechCrunch)

Can Google fix the cable box?  Not likely.  (Slate)

The #2 spot in tablets is still wide open…hello Microsoft ($MSFT).  (SplatF)

The sad state of affairs at Kodak ($EK) now includes a patent fire sale.  (The Tech Trade)


A look at some non-core bond ETFs.  (ETFdb)

Don’t forget that the iPath S&P 500 VIX Short-Term Futures ETN ($VXX) is for short-term traders only.  (IndexUniverse)

There is an ‘engineered ETF‘ for just about every market environment these days.  (research puzzle pix)


Shareholders in private equity managers prefer management fees over carried interest.  (Dealbreaker)

News flash:  LTCM was overleveraged.  (FINalternatives)

Some municipalities have seen their credit ratings hit with “superdowngrades.”  (WSJ also Mark Thoma, Business Insider)

Everybody was trading oil futures back in 2008.  (WSJ)


The Chinese stock market has been underperforming the S&P 500 for awhile.  (StockCharts)

Is the Chinese stock market finally cheap?  (MarketBeat)

China’s options when it comes to US Treasuries are limited. (FT Alphaville)


The Fed is keeping a close eye on the US branches of European banks.  (WSJ)

How is it that France has avoided a downgrade?  (Slate)

Since when did the Pound become a safe haven currency?  (The Source)

How Eurobonds might work.  (Pragmatic Capitalism)

Negative Swiss Libor rates may not be far off.  (MarketBeat, ibid)


Is inflation finally back?  (Felix Salmon also Carpe Diem, CBP)

The Philly Fed report was a “total disaster.”  (Pragmatic Capitalism, Modeled Behavior, Calculated Risk)

Initial claims have settled into the 400,000 range for the time being.  (Calculated Risk)

Once unthinkable now negative interest rates are a reality.  (Reuters)

Texas avoided the housing bubble and the subsequent deleveraging.  (Rortybomb)

Earlier on Abnormal Returns

A look at the short and long term prospect for gold prices.  (Abnormal Returns)

What you missed in our Thursday morning linkfest.  (Abnormal Returns)

Mixed media

Does marijuana make you stupid?  (The Frontal Cortex)

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.