Las Lecturas del Domingo

Fund flows

The “bubble in cash” is unsustainable.  (The Reformed Broker)

What if fund flows in equities have just started?  (A Dash of Insight)

Equity inflows hit their highest level since 2000.  (AlphaNow)

Don’t forget about the role of reinvested special dividends.  (NetNet)


Keep your eye on a couple of worrisome divergences.  (Dynamic Hedge)

The whole world is rallying together.  (StockCharts Blog)

What’s your time frame?  (All Star Charts also UpsideTrader)


Credit is absolutely overvalued.  (Distressed Debt Investing)

Investors who have loaded up on high yield bonds could be in for a nasty surprise.  (Jason Zweig)


Four signs your broker is a crook.  (NYTimes)

David Merkel, “Wall Street exists to sell promises.”  (Aleph Blog)

Investing contests vs. paper trading.  (Aleph Blog)

TA-proficient portfolio managers perform in unexpected ways.  (Phil Pearlman)

Decomposing the low risk anomaly into micro and macro effects.  (SSRN via @quantivity)

y 2013.  (Abnormal Returns)

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