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)

Markets

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

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)

Strategy

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)

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s