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Quote of the day
Michael Gayed, “There are times when the market acts with certainty that all is awful. Those tend to be good entry points over time.” (Businessweek)
Chart of the day
Beware the decline in junk bond prices. (Kimble Charting)
Markets
Market divergences are piling up. (Mark Hulbert, Afraid to Trade)
A handful of measures are showing the US stock market to be overvalued. (Pragmatic Capitalism contra Rekenthaler Report, CBP)
Why we are in for some more market volatility. (Price Action Lab)
The safe haven bubble has popped. What comes next? (MacroBusiness, MoneyBeat)
Bonds
Most Americans don’t know how interest rates and bond prices work. (The Reformed Broker)
Why the big move in bonds may be over. (Fat Pitch)
Muniland is shrinking. (Reuters)
Strategy
What’s your bread and butter trade? (Phil Pearlman)
How cluttered portfolios get built. (Big Picture)
20 insights from Richard Love’s Superperformance Stocks. (ST50)
Factors
How a focus on factors has raised the hurdle for alpha generation. (Morningstar)
High dividend strategies are no longer all that cheap. (Larry Swedroe)
Companies
Why Yahoo! ($YHOO) needs to engage in some more financial engineering. (Eric Jackson)
Is the technology sector really in a ‘slump’? (TechCrunch)
Finance
Short-sellers have had a really tough time of it. (WSJ)
Cancelling “erroneous trades” only serves to undermine confidence in markets. (Kid Dynamite)
Global
Emerging markets currencies have been getting crushed. (TheArmoTrader, MoneyBeat, FT, Bonddad Blog)
Emerging market currencies are now seem undervalued on PPP. (ETF Trends)
Economy
Why economic trend analysis does not need to be overly complicated. (Capital Spectator)
How reliable are natural gas forecasts a few years out? (FT Alphaville)
How fear affects risk taking. (Real Time Economics)
Congratulations on ten years of blogging. (Marginal Revolution)
Earlier on Abnormal Returns
What you may have missed in our Tuesday linkfest. (Abnormal Returns)
Mixed media
Is PasswordBox a viable password management option? (WSJ)
Why a virtual personal assistant is an oxymoron. (Slate)
Why FrontBack works. (Massive Greatness)
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