Quantcast

Wednesday links: Buffett bubble

Is the long awaited correction here?  (Pragmatic Capitalism, Trader’s Narrative, Jubak Picks, Big Picture)

Higher volatility means higher credit spreads.  (Bond Squawk, WSJ also Daily Options Report)

Edward Altman wonders why are credit spreads back below historical averages?  (FinanceAsia via peHUB also EconomPic Data)

When the going gets tough, money heads into US treasuries.  (The Money Game, 24/7 Wall St.)

The yield curve is flattening.  (MarketBeat)

The VIX has spiked higher.  Should we care?  (Condor Options, Daily Options Report, MarketBeat)

High dividend yield stocks are outperforming of late.  (Bespoke, Disciplined Approach)

On the change in quant models from value-seeking to momentum-generating.  (TheStreet)

Momentum index funds are popping up left and right.  Should we trust momentum as a factor?  (FA Magazine)

Hedge funds are still generating alpha…for now.  (All About Alpha)

Using moving average ratios to time the market.  (Trader’s Narrative also Bespoke)

A neat look at monthly seasonality over time.  (MarketSci Blog)

Making the world’s simplest portfolio even simpler.  (Crossing Wall Street)

Quality stocks are few and far between.  (Marketwatch)

The market giveth and the market taketh away.  (MarketBeat)

BP (BP) has lost $30 billion in market due to the Gulf oil spill.  Overkill?  (ROI)

What stocks the Ultimate Stock Pickers are buying (and selling) now.  (Morningstar)

A recap of Day one of the Value Investing Congress.  (market folly)

Research into the predictive power of profitability on the cross-section of equity returns.  (SSRN also Chicago Booth)

Private equity nailed the “dollar stores” trend.  (Deal Journal)

Temperment vs. IQ in investing.  (Systematic Relative Strength)

Bill Gross is done with the ratings agencies.  (Reuters, Credit Writedowns, WSJ)

Is the Warren Buffett-bubble ready to burst?  (Bloomberg)

Goldman defenders, including Bruce Berkowitz, come out of the woodwork.  (MarketBeat, Morningstar)

Speculation surrounds the future of Goldman CEO Lloyd Blankfein.  (WSJ, Clusterstock, Felix Salmon)

Can the Fed unload its mortgage holdings without crashing Wall Street?  (Slate)

The economic recovery has yet to take off.  (Econbrowser)

The combined ISM indices are highlighting faster growth. (Bespoke, EconomPic Data)

On the prospects for a second half slowdown.  (Calculated Risk also Kid Dynamite)

The US economy still has to make some serious adjustments.  (Economist’s View)

What econobloggers are thinking about the economy.  (Kauffman Foundation)

We need to get back to teaching economic history.  (Huffington Post)

Europe is making a mistake thinking that it can do a ‘one-off’ restructuring of Greek debt.  Other countries will follow.  (Baseline Scenario, FT Alphaville, Curious Capitalist)

Recounting the path Greece took to join the EU and the Euro.  (NYTimes)

A handy look at sovereign CDS rates.  (Bespoke also Risk, SurlyTrader)

An excerpt from the new Nouriel Roubini book on the financial system.  (Telegraph UK)

North Dakota is fast becoming an oil superpower.  (The Money Game also Gregor Macdonald)

Should Intel (INTC) be worried about the Apple (AAPL) iPad?  (The Big Money)

Is Spotify an “iTunes killer” in the making?  (CNNMoney)

Congressional short-selling isn’t illegal but it is hypocritical.  (Fundmastery Blog also IndexUniverse)

Why Harvard kids head to Wall Street.  (Baseline Scenario)

Ian Ayres continues to push time diversification.  (Freakonomics)

Bill Ackman thinks we need a public registry for stock opinion.  (Barron’s)

More on Vanguard’s move towards commission-free ETF trading.  (Morningstar)

While interesting, memes are not a useful investment tool.  (The Psy-Fi Blog)

There are a number of new (and exciting) ways to follow Abnormal Returns including:  @ARupdates, free e-mails:  AR Energy, AR Options, and the new Abnormal Returns widget.

Abnormal Returns is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. If you click on my Amazon.com links and buy anything, even something other than the product advertised, I earn a small commission, yet you don't pay any extra. Thank you for your support.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

Tickers: , , , ,

You might be interested in:
blog comments powered by Disqus

In partnership with CNN Money Part of the CNN Network