Today’s linkfest is not surprisingly a bit thin.  We hope you all have a happy and healthy holiday.


The S&P 500 is once again toying with its 200 day moving average.  (Bespoke)

Checking the valuation of high yield bonds vs. equities going into 2012.  (Income Investing, Minyanville)

Another year of MLP outperformance.  (MLP Guy)

Health care is the sector of the year.  (Bespoke)

Gasoline may be done going down.  (Peter L. Brandt)


A tale of contrasts:  Amazon ($AMZN) vs. Best Buy ($BBY).  (research puzzle pix)

Why isn’t Google ($GOOG) investing more in its core products?  (SAI)

Big pharma laggard, Johnson & Johnson ($JNJ), is looking to play catch-up.  (Dragonfly Capital)

Ten companies recently reached ten years of increased dividends.  (Dynamic Dividend)


Why hasn’t there been more prosecution of financial fraud?  (Big Picture)

When finance and society clash.  (FT Alphaville)


The Chicago Fed National Activity Index point toward below average growth.  (Calculated Risk, Global Economic Intersection)

The implication of higher durable goods orders.  (ValuePlays, macrofugue)

Earlier on Abnormal Returns

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

Mixed media

Too small to fail” still works for 2012.  (Howard Lindzon)

Memorable finance and investment books from 2011, including Antti Ilmanen’s Expected Returns: An Investor’s Guide to Harvesting Market Rewards.  (Capital Spectator)

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