There will be no Sunday linkfest so here are a few links we found in the meantime.  We hope you enjoy your weekend.

Quote of the day

Gillian Tett, “The more zeros I heard, the more desensitised I felt. Big numbers, like sex, have lost the ability to shock.”  (FT)



October has killed many a bear market.  (The Reformed Broker)

Just how volatile Q3 has been.  (Bespoke)

Corn has been volatile in part because of the USDA.  (WSJ)

The “horror show” that was commodities in Q3.  (Fund My Mutual Fund)

Two of the best months for bonds, ever.  (World Beta)

The US is holding up better than Europe.  (allETF)

Companies expected to raise their dividends in October.  (Dynamic Dividend)

On the importance of taking losses.  (Barron’s)


The case for low volatility investing.  (WSJ)

A trader’s emergency survival plan. (bclund)

Where a TAA model stands going into October.  (MarketSci Blog)

The last trading day of the month is no longer the winner it used to be.  (MarketSci Blog)


Generating equity yields to examine the term structure of expected dividend growth and equity risk premia.  (SSRN)

How low risk-free rates affect valuations.  (Musings on Markets)

An interview with Jason Apollo Voss author of The Intuitive Investor.  (PsychCentral via Attitrade)


If Ingersoll-Rand ($IR) is a tell, then things are getting worse.  (Global Macro Monitor)

Why the Kindle Fire is actually good for Google ($GOOG).  (SplatF)

Finally a logical buyer of Yahoo! ($YHOO).  (AllThingD, TechCrunch)

Putting into perspective some of the iPhone 5 rumors.  (Daring Fireball)


Not all share buybacks are created equal.  (WSJ)

TED, “But it is no exaggeration to say that the capital markets gravy train of the past ten years or so is coming to a rapid, screechy, and highly painful end.”  (The Epicurean Dealmaker)

Investment banking fees are back to 2008 levels.  (Deal Journal)


China’s stock market has completely broken down.  (Bespoke)

The big name Chinese Internet companies are now under scrutiny.  (WSJ)

More talk about a hard landing in China.  (MarketBeat)


The numbers do not yet support a recession, in spite of what people think.  (The Atlantic)

Some positives for the US economy.  (Modeled Behavior)

Two indicators pointing towards an extended downturn.  (NYTimes)

How North Dakota became an oil powerhouse.  (Carpe Diem)

Earlier on Abnormal Returns

What you may have missed in our Saturday long form linkfest.  (Abnormal Returns)

Mixed media

When great brands go bad.  (Chicago Sean)

When it makes sense to go with your gut.  (WSJ)

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.