Markets

What is global market turbulence telling us?  (Gavyn Davies)

Signs of an oversold stock market.  (The Short Side of Long)

On the high yield-emerging market debt trade-off.  (Humble Student)

Leverage kills: the UK retail forex edition.  (FT ALphaville)

Finance

Who’s to blame: IBM ($IBM) or Wall Street?  (Jeff Matthews also FT Alphaville)

Bond trading is becoming increasingly automated.  (Dealbook)

Structured notes. Ugh.  (MoneyBeat)

Strategy

Your favorite ‘factor’ is probably a mirage.  (Marginal Revolution)

What happens when you test 13 AAII screens?  (Alpha Architect)

Institutional investors

Post-Calpers, pension funds are going to have to justify their hedge fund investments.  (WSJ)

Why most institutional investors are so resistant to change.  (Ashby Monk)

Everybody is talking about this fun tool with 10-year expected returns.  (Research Affiliates)

Apple

Is Apple ($AAPL) going to pull off Apple Pay?  (Time, CardHub)

Why Apple’s ‘virtual SIM‘ is a big deal.  (Digitopology)

Economy

Is mortgage credit too tight?  (Calculated Risk)

Where young college graduates are choosing to live.  (The Upshot)

Energy

The good, bad and ugly of falling energy prices.  (Sober Look, Quartz)

How will the Saudis react to lower oil prices?  (Econbrowser)

Earlier on Abnormal Returns

Top clicks this past week on the site.  (Abnormal Returns)

What you might have missed in our Saturday linkfest.  (Abnormal Returns)

Mixed media

Does anyone need a $199 e-reader, i.e. the Kindle Voyage? Apparently.  (Engadget, The Verge, Ars Technica, Farhad Manjoo, GigaOM)

It’s finally time for a real Apple TV.   (Time)

Public wi-fi is a hazard.  (Medium)

You can support Abnormal Returns by visiting Amazon or follow us on StockTwits, Yahoo Finance and Twitter.

More Posts This Week

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.