Quote of the day
Charles Kirk, “A big part of trading successfully is learning how to use and take advantage of your past experiences and remembering lessons learned.” (Kirk Report)
Chart of the day
Not every dividend-focused ETF is created alike. (research puzzle pix)
Markets
There is no magic level for the $VIX. (Tyler’s Trading, Adam Warner also Market Blog)
The platinum/gold ratio is still low by historical standards but is rebounding. (Bespoke)
Milk prices are plunging. (Bloomberg)
Strategy
How value investors can effectively short individual names. (Distressed Debt Investing)
What is the best way to combine value and momentum strategies? (Optimal Momentum)
On the benefits of managed futures in portfolio construction. (Attain Capital)
Single CEOs make riskier investments. (Term Sheet)
Companies
Why Doug Kass is buying Berkshire Hathaway ($BRKA) shares. (Clusterstock)
What it will take for Chipotle Mexican Grill ($CMG) to grow into its valuation. (YCharts Blog)
Retail is changing, but fast. (Fortune)
Technology
Amazon ($AMZN) as secular short. (First Adopter via TRB)
How much is Apple worth? (Crossing Wall Street)
Apple ($AAPL) shareholders really shouldn’t want a dividend. (Money Game)
Silicon Valley may not be filled with saints, but they are not sinners in the Robber Baron sense. (Dan Primack)
Twitter is buying Posterous. Let the speculation begin. (SplatF)
Finance
The bond business is once again humming. (WSJ)
The Volcker Rule could wreak havoc on the muni bond market. (InvestmentNews)
“Private stock markets” are so 2011. (Financial Adviser)
Crowdfunding is the new IPO. (Time)
JP Morgan ($JPM) is becoming a mutual fund powerhouse. (InvestmentNews)
Are MF Global execs getting a “free pass.” (Big Picture, NetNet)
In defense of Libor manipulation. (FT Alphaville also Sober Look)
ETFs
Not every ETF program takes off. FocusShares plans a marketing push. (IndexUniverse)
A second MLP ETF joins the fray. (ETFdb)
Index providers are officially an industry: they now have a trade body. (IndexUniverse)
Global
Global manufacturing may already be stalling in the face of higher oil prices. (Money Game)
Signs that China is slowing faster then previously thought. (FT Alphaville)
The yuan may be done going up for now. (Free exchange)
What Europe could learn from the US bank bailout. (Dealbook)
On the economics of the Sicilian mafia. (FT Alphaville)
Economy
Retail sales jumped 1.1% in February. (Calculated Risk, Capital Spectator, Bespoke)
Small businesses is finally getting a bit more optimistic. (Real Time Economics)
Jobs openings were unchanged in January. (Calculated Risk)
The mancession is turning into the she-recovery. (Rortybomb)
On the looming US labor shortage. (Minyanville)
How big a deal is the fossil fuels boom to jobs growth? (Economix)
Why aren’t Millenials moving more? (The Atlantic)
Earlier on Abnormal Returns
March Madness is here. Sign up for: Abnormal Brackets: the 2012 edition. (Abnormal Returns)
What you missed in our Tuesday morning linkfest. (Abnormal Returns)
Mixed media
Twenty books every trader should know. (Brian Lund)
A peak behind the Wall Street curtain via Backstage Wall Street. (Dynamic Hedge)
Nothing is permanent in the markets. (Cassandra Does Tokyo)
The “curation” debate
Marco Ament, “Codifying “via” links with confusing symbols is solving the wrong problem.” (Marco.org)
Stop calling it curation. (Matt Langer)
Drew Grant, “Hieroglyphics are the new hyperlinks!” (NY Observer)
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