Quote of the day
Howard Lindzon, “Panics are good because they force people to rethink. It’s a forced time to garden.” (Howard Lindzon)
Chart of the day
By this measure the stock market has not been this oversold since 2012. (@wildcattrader)
Markets
A sign that the market is due for an intermediate term bounce. (Quantifiable Edges)
More indicators that point towards an oversold condition. (Short Side of Long)
Where the current market pullback stands. (VIX and More)
A sign that risk-off thinking is in control. (All Star Charts)
Does the 200 day moving average work? (Crossing Wall Street, Mark Hulbert)
Sectors
These sectors are now in a bear market. (Blaine Rollins)
Energy-related ETFs are getting crushed. (StockCharts Blog, Income Investing)
Strategy
Are quality stocks cheap? (Morningstar)
There is no shortage of thing claiming to be a “factor” these days. (Aleph Blog)
If you were looking for a better entry point, maybe now is the time. (Statistical Ideas)
The problem with seasonality. (Adam Grimes)
How risk parity performs with managed futures. (ETF Trends)
Books
A Q&A with Patrick O’Shaughnessy author of Millennial Money: How Young Investors Can Build a Fortune. (A Wealth of Common Sense)
A few notes from Gary Antonacci’s Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk. (CXO Advisory Group)
Apple
Apple’s ($AAPL) iPad is at a crossroads. (Apple Orchard via BI)
Who will get to $1 trillion in market cap first: Google ($GOOG) or Apple? (MoneyBeat)
Berkshire Hathaway
Warren Buffett is starting to put the Berkshire Hathaway ($BRKB) brand front and center. (Dealbook, FT)
It seems that Warren Buffett is pretty good at picking stock pickers as well. (Fortune)
ETFs
An ETF portfolio that pays you to own it. (ETF)
There are smart ways to use ETFs and not some not so smart ways. (Josh Brown)
ETF statistics for September 2014. (Invest with an Edge)
Global
On the changing nature of the global bond market. (Pragmatic Capitalism)
Economy
In case you forgot 30-year mortgage rates are still around 4%. (Calculated Risk)
Why Millennials aren’t driving as much. (Wonkblog)
Economics is both positive and normative. (Jean Tirole)
Earlier on Abnormal Returns
Happy ninth blogiversary to me. (Abnormal Returns)
What you might have missed in our Monday linkfest. (Abnormal Returns)
Mixed media
‘Correction Twitter‘ is the worst. (The Reformed Broker)
A list of the best geeky, quant blogs. (Alpha Architect)
What makes Nuzzel work. (Fast Company)
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