Quote of the day

Josh Brown, “When you go to 100% cash, something changes in your mind.  You get to this place where mentally you won’t be satisfied unless you pick the perfect entry point.”  (Reformed Broker)

Chart of the day

A more focused Google ($GOOG) is a more profitable Google.  (Crackerjack Finance)


Looking back a week at the market bottom.  (Howard Lindzon)

Stocks are approaching critical levels.  (Expected Returns)

More $VXX/$XIV chart porn.  (MarketSci Blog also Focus on Funds)

Crude is leaving Cushing but the Brent-WTI spread keeps expanding.  (FT)


Where beginning traders should focus their attention.  (Adam Grimes)

Don’t get bogged down in indicatoritis.  (SMB Training)

The media plays a huge role in market efficiency.  (Turnkey Analyst)

An approach to “force feed” your portfolio winners.  (CSS Analytics)


ExxonMobil ($XOM) seems to have sloughed off its weakness.  (Dragonfly Capital)

Siri is going to change everything.  (HBR)

How Apple ($AAPL) uses (or not) color in its product line.  (Slate)

What’s Zynga really worth?  (peHUB)


Comparing Warren Buffett’s pay to other less accomplished CEOs.  (footnoted)

Why don’t we allow for “crowdfunding” of startups?  (Slate)


Mover over $VIX, ETF volume as a % of total volume is the new fear index.  (MarketBeat)

On the dangers of reaching for yield, even on the short-end.  (research puzzle pix)

Another entrant into the increasingly crowded local currency emerging market bond space.  (IndexUniverse)


Exports are sliding in the emerging markets.  (beyondbrics also WSJ)

Are investors right to bet on the relative safety of emerging markets?  (The Source)

Germany continues to attract bank deposits from the periphery.  (Planet Money)


Hello retail sales.  (Calculated Risk, Crossing Wall Street, Capital Spectator)

The spread between retail sales and consumer sentiment is off the charts.  (Zero Hedge)

A weak recovery equals more volatile economic growth.  (Real Time Economics)

When did the US labor market become so much less dynamic?  (FT Alphaville)

There is no recovery until the housing market stabilizes.  (Gavyn Davies)

Earlier on Abnormal Returns

Low yields and diminished return expectations:  a survey of global asset classes.  (Abnormal Returns)

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

Mixed media

Another example of confirmation bias at work.  (Above the Market)

The drive to be distinctive is a complicated one.  (The Frontal Cortex)

Do viewers actually want to see a nuanced take on Wall Street: the case of “Margin Call.”  (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.