This is an early edition of the linkfest. Check back in tomorrow for more link goodness.
Quote of the day
Adam Grimes, “You do not want to be reinventing the wheel with every trade, but, rather, you want a fixed, disciplined process, and a trading plan that clearly lays out what you will and what you will not do in the market.” (Adam Grimes)
Chart of the day

Coal stocks look to be making a bottom. (All Star Charts)
Markets
The ERP is not stable. (Andrew Smithers)
Farmland investing is going to get commoditized. (AlphaBaskets)
Why does everyone focus so much on the US stock market? (Patrick O’Shaughnessy)
Strategy
Stocks are not bonds, and vice versa. (Blackrock Blog)
Avoid those who peddle “can’t lose arguments.” (Barry Ritholtz)
Why you need to have an investment plan. (Irrelevant Investor)
Companies
IBM ($IBM) gets no respect. (Simon Lack)
Zillow ($Z) has become an integral part of the real estate economy (and more). (Slate)
Airline stocks are crushing it. (Bloomberg, Washington Post)
HBO is being used as the gateway drug to cable TV. (Recode also WSJ)
Does Herbalife ($HLF) now have a growth problem? (Herb Greenberg)
Finance
Surprisingly block traders are holding their own against computerized systems. (WSJ)
Guess who is pushing tax inversions? Wall Street. (Dealbook)
Beware companies holding their annual shareholder meetings in faraway places. (Conversable Economist)
Morgan Stanley ($MS) is raising the pay of junior bankers. (Bloomberg)
ETFs
A broad range of ETFs including the First Trust Dorsey Wright Focus 5 ($FV) are attracting assets. (ETF)
Global
FlipKart, the Amazon of India, just raised $1 billion in capital. (Bloomberg, Quartz)
The Yukos decision is yet another blow to the reputation for Russia among global investors. (Quartz)
Ten year German Bunds now yield a tad more than 1.0%. (FT)
Economy
On the risk of a Q2 GDP disappointment. (Humble Student also Dr. Ed’s Blog)
Home price gains are slowing down. (Real Time Economics)
Earlier on Abnormal Returns
What you might have missed in our Monday linkfest. (Abnormal Returns)
Mixed media
Brenda Jubin, “The Nature of Value is a well-reasoned, thought-provoking book that belongs in the library of every investor, professional and retail, value and growth.” (Reading the Markets)
You can now watch CNBC on your Apple TV. (TechCrunch)
ThinkNum raises VC to build out collaborative spreadsheets. (Dealbook)
Howard Lindzon talks with Jack Schwager and Emanuel Balarie about Fundseeder. (Social Leverage)
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