The carry trade is back.  (WSJ)

Is your mutual fund manager trading too much?  (Morningstar earlier Abnormal Returns)

How to trade the VIX.  (VIX and More)

The stocks that are up the most post-Lehman Brothers.  (Bespoke)

“In many ways, it’s not even clear that [Warren] Buffett could replicate his own success if he started out today.”  (The Atlantic also Tech Ticker)

“Managing a portfolio of TIPS, or any other portfolio, doesn’t jettison the arithmetic of active management.”  (Capital Spectator)

Breaking down the world of algorithmic trading strategies.  (Scott Locklin)

Synthetic ETFs and the tilt toward institutional investors.  (FT Alphaville)

Are shipping stocks a good portfolio diversifier?  (All About Alpha)

Pension funds are backing away from equities.  (Atlantic Business)

Dole’s offering will be a good bellwether for other LBOs looking to re-equitise.”  (Breakingviews)

Despite the evidence the SEC feels it need to restrict short sales.  (NYTimes)

Options backdating was more widespread than earlier thought.  (WSJ also Clusterstock)

Good news.  Housing starts are down. (EconomPic Data, Calculated Risk)

On the search for new and better (and offbeat) economic indicators.  (BBC News via Alea)

Chronic stress, like that found in an economic crisis, can re-wire your brain.  (The Money Game)

Just because you are rich doesn’t mean you are financially literate.  (Felix Salmon)

A profile of the “productive narcissist” that is Steve Jobs.  (Times Online also Secret Diary of Steve Jobs)

Embracing a new era of bulls**t-free blogging.  (MarketSci Blog)

Happy sixth blogiversary to Michelle Leder.  (footnoted.org)

Abnormal Returns is a proud member of the StockTwits Network.

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.