Sunday links: reallocate in May

abnormalreturns
April 22nd, 2007

Paul J. Lim in the New York Times on what stock sectors perform well during the seasonally slow period of May through October.

Peter A. McKay at WSJ.com on how more finance professors are being lured to Wall Street in order to put their theories to the test…and get paid for it as well.

David Parkinson at the Globe & Mail on how buyouts and foreign M&A activity has changed the face of the Canadian stock market.

Slumps happen. Brett Steenbarger at TraderFeed on how to get back in the groove.

Robert D. Hershey Jr. in the New York Times looks at the state of the bond market and where opportunities may remain.

Trader Mike wonders what Dow 13,000 really means for most investors?

Rob Arnott at Barrons.com defends his bearish stance on equities and highlights some potential portfolio diversifiers.

BusinessWeek.com has an excerpt on ETFs from John C. Bogle’s new book, The Little Book of Common Sense Investing.

Greg Easterbrook in the New York Times has a review of Nassim Nicholas Taleb’s highly anticipated new book, The Black Swan.

Kevin Maney at the Tech Observer wonders if Google (GOOG) overpaid for the Doubleclick acquisition.

Stephen P. Mauzy at Barrons.com questions the “Cult of Buffett.”

Eddy Elfenbein at Crossing Wall Street notes how despite the press they get, most MLB teams are decidedly “small cap.”

Greg Mankiw defends the use of “parlor games” in academic economics.

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