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Quote of the day

Cam Hui, “Value works. Growth works. Momentum works. Quality works. They just don’t all work at the same time.”  (Humble Student of the Markets)

Chart of the day

Rydex traders are historically super-bullish.   (@AndrewThrasher)


What does weakness in the high profile momentum names mean for the broader market?  (Phil Pearlman)

Investors are cooling on IPOs.  (Dealbook)

The internal correction rolls on.  (Dr. Ed’s Blog)

Trading a bear market in bonds is “hard.”  (FT Alphaville)


Why it helps to have someone else buy the really ugly stuff.  (The Reformed Broker)

Market noise is not information.  (Barry Ritholtz)

Cognitive flexibility does not come without emotional flexibility.  (TraderFeed)

Quality as a factor works in the emerging markets as well.  (ETF)

Letters to a Young Analyst is a “a great book for young analysts, and serious amateur stockpickers.” (Aleph Blog)


Is Google Chromecast already in “jeopardy”?  (Minyanville)

Quora is raising money at a near $1 billion valuation.  (Term Sheet, Recode)

What do we really need by the ‘mobile web‘?  (Daring Fireball)


Warren Buffett is pushing shareholders to use Airbnb.  (Dealbreaker)

Google ($GOOG) is muscling in on hotel reservations.  (WSJ)


An ‘irrational sense of fairness‘ fuels the debate over HFT.  (Michael Santoli)

Why does HFT happen? Because it can.  (Uneasy Money)


Is financial social media finally coming of age?  (Integrity Research)

Why the SEC is nosing around private equity firms.  (Term Sheet, Pension Pulse)

Hedge funds

Do activist campaigns actually improve company performance?  (Brett Arends)

How age (and size) affect hedge fund performance.  (Focus on Funds)


On the future of payment processor Square as an independent company.  (Recode)

How Kabbage is making inroads with small businesses.  (TechCrunch)


A short history of the US fund industry.  (Rekenthaler Report)

Passive investors need not ignore bad managements.  (FT)

WisdomTree Investments ($WETF) is doubling down on Japan.  (InvestmentNews)


Remember when Greece was going to crash the world economy?  (A Dash of Insight)

Parsing ten big risks to the emerging markets.  (beyonbrics)

On the rise of the “secular stagnationist.”  (Pragmatic Capitalism)


Welcome to the “Downtime Economy.”  (The Atlantic)

The average workweek is too high for a recession.  (Business Insider)

Four reasons why capex is headed higher.  (Sober Look)

Why it is a good sign that fewer Americans are starting their own businesses.  (Washington Post)

The Federal Reserve Board is once again short-handed.  (Mark Thoma)

A cheat sheet to Thomas Piketty’s Capital in the 21st Century.  (Vox)

Earlier on Abnormal Returns

What you may have missed in our Tuesday linkfest.  (Abnormal Returns)

Mixed media

Stanford beats Harvard when it comes to applicants.  (Bloomberg)

NBC is crowdsourcing new comedy talent. (Grantland)

What to do with your electronic gadgets.  (David Pogue)

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