Quote of the day

Joe Weisenthal, “The fact of the matter is that this connection between deficits and rates is patently false.”  (Money Game)

Chart of the day

Equities and commodities have never been more correlated.  (MarketSci Blog)

Markets

Key earnings reports this week.  (Bespoke)

Breaking down the bear market by sector.  (Crossing Wall Street)

Country stock market performance YTD.  (Bespoke)

The relationship between equities and industrial production.  (EconomPic Data)

Focus on sentiment indicators based on actual market action, not opinion.  (Investing Caffeine)

Strategy

Your stop loss level is not your “real risk.” (Adam Grimes)

Changing market analogies in midstream.  (Market Anthropology)

What is the best personality type for trading?  (Dynamic Hedge)

Research

A look at the uneven history of the small cap effect.  (Capital Spectator)

Another example of relative wealth mattering. The case of 401(k) plan allocations.  (SSRN via @jasonzweiwsj)

Is high frequency trading a solution in search of a problem?  (Marginal Revolution)

Companies

What is the endgame for Sears Holdings ($SHLD).  (Fortune)

The strong weekend in iPhone 4S sales.  (SplatF)

What the real whisper numbers for Apple ($AAPL)?  (Apple 2.0, research puzzle pix, MarketBeat)

Amazon ($AMZN) is cutting out the middle man in the book publishing business.  (NYTimes)

Is Nicira the new VMWare ($VMW)?  (Bits)

Hedge funds

Hedge fund of fund performance is no better than randomly picking funds.  (FT)

If hedge fund of funds don’t work then maybe multi-strategy is the place to be?  (FT)

Look twice before investing in hedge funds that revise their past returns.  (SSRN)

Finance

On the myth of “general management” aptitude.  (Baseline Scenario)

What happens if depositors start pulling money from the TBTF banks?  (Economic Musings)

ETFs

Leverage ETFs are not big enough to move the markets.  (IndexUniverse, Random Roger)

Can you make money shorting pairs of leveraged ETFs?  (CXO Advisory Group)

What is the proper measure for mutual fund fees?  (Wealthfront)

Global

Germany is going to go at its own pace.  (Crackerjack Finance)

Markets are making a distinction between EU and EFSF bonds.  (MarketBeat)

Economy

Optimism in the face of institutional failure.  (A VC)

A slight bump in industrial production.  (Calculated Risk, Bloomberg)

Americans keep on remodeling. (Calculated Risk)

On the false correlation between federal spending and unemployment.  (Pragmatic Capitalism)

Earlier on Abnormal Returns

SAD and the Halloween indicator.  (Abnormal Returns)

The wealthiest 1% effect.  (Abnormal Returns)

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

Mixed media

Separating wants from needs is not an easy task.  (Bucks Blog)

The war on spam is not over.  It has simply gone corporate. (Big Picture)

Margin Call is a “hell of a picture” and red meat for the OWS crowd.  (New York Magazine)

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