Individual investors are pouring money into long-short and bear market mutual funds.  (Bloomberg also Fund My Mutual Fund)

Mark Hulbert, “I think it would be fair to say that the stock and T-Bill markets can’t both be right about the financial risks that exist today.”  (Marketwatch)

What stocks “matter the most” to hedge funds?  (The Money Game)

Is the quest for yield a lost cause in this market?  (MarketBeat)

Let’s not exaggerate the similarities between the skills required to play poker and trading.  (Daily Options Report)

On the limits of information processing:  how much data is too much?  (Derek Hernquist)

John Paulson holds more gold than many countries.  (The Reformed Broker)

Why did Warren Buffett take a 1-year $8 billion loan to pay for Burlington Northern?  (Clusterstock)

A profile of natural gas trader John Arnold of Centauras Energy.  (Fortune)

The returns after extreme quarterly earnings reports seem to persist for some time.  (CXO Advisory Group)

What role does uncertainty play in stock and bond valuation?  (SSRN)

Should the Fed continues its MBS purchase plan?  (Atlantic Business)

What the world looks like one year-post Lehman Bros. (Big Picture)

David Merkel, “Banks aren’t lending to fund new growth.  They are lending to collapse capacity through takeovers.”  (Aleph Blog)

Nominal GDP is telling quite a different story on the recovery.  (EconomPic Data also DJ Market Talk)

A recent upturn in housing activity seems to be a function of government intervention and not real demand.  (Calculated Risk)

With some 1/4 of US homes underwater on their mortgages any recovery will take some time (and pain).  (DailyFinance)

Is the quest for financial literacy a lost cause?  (Clusterstock)

Did Chicago make a good deal when it sold the rights to parking meter revenues?  (Felix Salmon)

Save yourself:  flip out on someone today.  (Dealbreaker)

Abnormal Returns is a proud member of the StockTwits Network.

More Posts This Week

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.