The weekend is a great time to catch up on some long-form links you missed during the week. We think this should also include our new book, Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere. Enjoy.


Has something fundamentally changed about the drivers of equity returns?  (GMO via @RussKinnel)

Is buy-and-hold really dead?  (Richard Bernstein via Pragmatic Capitalism)

At what point should investors start taking equity risk off the table.  (IndexUniverse)

Why investors should avoid hedge funds.  (Felix Salmon)


How Wall Street got addicted to high-speed trading.  (Wired)

Can bond giant Pimco ultimately make headway into equities?  (Bloomberg)


What the health care industry can learn from the Cheesecake Factory.  (New Yorker)

What Nissan’s success in manufacturing in the US tells about the future of technology.  (NYTimes)

What will it take for residential solar power to really take off?  (NYTimes)


A profile of Bill Bishop your man in China.  (Pando Daily)

What is like to be the walking, talking brand that is Marcus Samuelsson.  (NYTimes)


One man’s experience getting hacked.  (Wired also Slate)

How 3-D printing could upend world trade.  (FT Alphaville)

More on just who invented the Internet.  (Economic Principals)


Why are Americans so anxious?  (Newsweek)

On the economics of a soda ban.  (New Yorker)

Why online cheating is so much more common.  (Dan Ariely)


How Jamaican sprinters conquered the world.  (Guardian via The Browser)

The Chicago Cub who hasn’t missed a game since 1982.  (Chicago Side Sports via @ronlieber)


An excerpt from John Bogle’s new book: Clash of the Culture: Speculation vs. Investment.  (Institutional Investor)

An excerpt from Moods and Markets: A Way to Invest in Good and Bad Times by Peter Atwater.  (The Reformed Broker)

An excerpt from The Knockoff Economy: How Imitation Sparks Innovation by Kal Raustiala and Christopher Sprigman.  (WSJ)

Mixed media

How did the tomato acquire so many genes?  (Speakeasy)

Roger Ebert asks: What is so great about “Vertigo” and “Citizen Kane?”  (WSJ)

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