Jason Zweig, “As an investor, you are free to choose your own time horizon. If other people want to try earning a few fractions of a penny a few thousand times a day, you should wish them well — and refuse to join them.”  (WSJ)

“The wild ride of the last decade or so does not mean that stocks will underperform bonds in the months or years ahead. If only it were that simple.”  (NYTimes)

What role have individual investors had in the run-up in commodity prices?  (The Reformed Broker, Journal of Investing via Infectious Greed)

As money flows into bonds, some of it is finding its way into individual bonds.  (WSJ)

Rydex market timers are “all in” and other  investor sentiment measures at week-end.  (The Technical Take, Trader’s Narrative)

Why should we assume there is a stable relationship between the price of crude oil and the S&P 500?  We shouldn’t.  (Abnormal Returns)

On the use of your equity curve to guide trading decisions.  (CSS Analytics)

The ability to sit through a trade is greatly underappreciated.”  (TraderFeed)

Add Richard Bernstein to the bull camp. (Credit Writedowns)

What are the odds that Bruce Berkowitz can outperform as a bond manager?  (Marketwatch)

Now is a good time for a stock replacement strategy.  (Barron’s)

Who won (collectively) over the past ten years:  Vanguard investors or Fidelity investors?  (Morningstar)

TheStreet.com (TSCM) is a mess.  (Zero Hedge)

Why is Citigroup (C) pulling out all the revenue stops?  (Mish)

Joe Nocera, “Goldman makes its money primarily by taking trading risks, and so long as that is the case, American taxpayers are going to question why they should have to be on the hook if Goldman suddenly runs into serious trouble.”  (NYTimes also Big Picture)

John C. Ogg, “The fate of Fannie and Freddie as far as the common and preferred shares go depends almost entirely upon the political situation in Washington …”  (24/7 Wall St.)

Is the stimulus working?  (Time also Atlantic Business)

Taking a look at the long term effects of substantial federal budget deficits.  (SSRN)

Donald J. Boudreaux, “Insider trading is impossible to police and helpful to markets and investors. Parsing the difference between legal and illegal insider trading is futile—and a disservice to all investors.”  (WSJ)

Do we have the health care plan all backwards?  (NYTimes also EconLog)

Does economics violate the laws of physics?  (Scientific American via Economist’s View)

Howard Lindzon, “There is one bubble that I do not fear…the social web/social leverage bubble.”  (Howard Lindzon)

John Gruber, “Operating systems aren’t mere components like RAM or CPUs; they’re the single most important part of the computing experience.”  (Daring Fireball)

Is blog reading now mainstream?  (A VC)

U-pick-it orchards are a big scam.  (Slate)

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.