December 16, 2013

Quote of the day

Joshua Brown. I sure hope the US stock market pauses or corrects soon – because otherwise it’s going to be a complete and total permabear massacre.  (The Reformed Broker )

Chart of the day

Is Barry too bullish ?  (Barry Ritholtz . Institutional Imperative )

Why Google ($GOOG ) is going to be everywhere in 2014.  (Howard Lindzon )

How the Internet of things helps push aside the web as we know it.  (Quartz )

An enhanced retail experience is the hot new thing for tech companies.  (NYTimes )

2014 will likely see more people pulling the plug on cable .  (The Daily Beast )

How much investing in innovation do VCs really do?  (Information Arbitrage )

Companies just cant stop doing share buybacks.   (WashingtonPost )

Are companies doing the right thing with their recent borrowings ?  (Business Insider )

Why arent even more deals getting done?  (FT Alphaville )

On the implications of big data for sports and investing.  (Institutional Investor )

Why doesnt this dividend growth ETF actually grow its dividend?  (Random Roger . InvestmentNews )

Do bank loan fund investors really know what they are buying?  (YCharts Blog )

What if the global economy surprises in 2013 ?  (The Reformed Broker )

European markets are getting a little pep in their step.  (Quartz )

Why has the Euro been so strong?  (Dr. Eds Blog )

Can the bull market last another year?  (Gavyn Davies )

Should the Fed be worried about the continued disinflation .  (Bloomberg )

This weeks Fed meeting will be interesting no matter what happens.  (Tim Duy . WSJ )

November was a good month for industrial production .  (Calculated Risk . Capital Spectator . Real Time Economics )

An analysis of the Bernanke Fed .  (FT )

Earlier on Abnormal Returns

Simplicity aint easy. but whats the alternative?  (Abnormal Returns )

What you may have missed in our Sunday linkfest .  (Abnormal Returns )