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Quote of the Day
"Many problems of trading and investing have a simple source: People follow the markets on a different time scale from their intended holding period."
(Brett Steenbarger)
Chart of the Day
Keep an eye on shrinking US dollar volatility. (via @topdowncharts)
Markets
- What market leaders (and laggards) are telling us at the moment. (pensionpartners.com)
- China is still leading the global markets YTD. (capitalspectator.com)
- Hedge funds, as a whole, are still stinking it up. (etf.com)
- Assessing the state of market liquidity. (mrzepczynski.blogspot.com)
Finance
- Retail drove big bank earnings this quarter. (economist.com)
- Corporations are selling bonds at a record rate, worldwide. (ft.com)
Fund management
- More hedge funds are being asked to roll out long-only strategies. (ft.com)
- Is your portfolio manager a '5 tool player'? (mrzepczynski.blogspot.com)
Global
- A rebound in Chinese growth would be a big positive for the global economy. (economist.com)
- Why higher debt countries tend to have a higher average maturity. (economist.com)
Economy
Earlier on Abnormal Returns
- Personal finance links: losing touch with reality. (abnormalreturns.com)
- What you missed in our Tuesday linkfest. (abnormalreturns.com)
- Research links: Buffett's post-factor alpha. (abnormalreturns.com)
