Monday links: volatility views

Discussion in 'Trading news and analysis (syndicated content)' started by Abnormal Returns, Jul 8, 2013.

  1. Abnormal Returns

    Abnormal Returns Active Member Official Contributor

    Quote of the day

    Jared Woodard
    , “(T)here are really only two kinds of reasons to use options in a transaction: for the leverage, or to express a view about volatility.” (Condor Options)

    Chart of the day

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    The world
    according to Josh. (The Reformed Broker)

    Markets

    This indicator points toward defense in the bond market. (research puzzle pix)

    Lumber prices
    are down 25% from the peak. (Calculated Risk)

    We are near the peak of the presidential election cycle. (Crossing Wall Street)

    Strategy


    Can you succeed with just a three fund portfolio? (WSJ, Capital Spectator)

    Capitalization weighted indices
    have gotten trounced by alternative indices. (WSJ)

    Why investors should have a global perspective. (Vitaliy Katsenelson)

    What is it like to invest like a chicken? (Rick Ferri)

    Companies


    Local TV stations
    are surprisingly in play once again. (NYTimes)

    The Tesla ($TSLA) bubble illustrated. (Vconomics, BI)

    There is a world steelmaking glut. (Economist)

    Finance

    Thomson Reuters will no longer provide an early look at consumer confidence numbers. (WSJ, Dealbook)

    Why you shouldn’t get too excited about a possible M&A boom. (Term Sheet)


    Insider trading is alive and well. (Dealbreaker)

    Pension funds are taking advantage of lower bond prices. (Institutional Investor)

    Media buzz is not a sustainable business model: Meredith Whitney Advisory Group is losing clients. (Big Picture, WSJ)

    Funds

    SAC Capital is not out of the woods yet. (Dealbook)

    Private equity fund of funds
    are a dying breed. (FT)

    In a period of weak returns hedge funds are going to have to justify their existence. (FT)

    ETFs


    Bond ETFs
    have become a liquidity tool for fund managers. (Bloomberg)

    There is no shortage of options for investors in search of short term bond ETFs. (WSJ)

    60% of ETFs
    have $100 million in AUM. Hence a wave of closures. (FT)

    Economy


    What happens to house prices during a period of rising mortgage rates? (Calculated Risk)

    Rail traffic
    is pretty weak. (Pragmatic Capitalism)

    Women
    are exiting the labor force. (FT Data)

    Earlier on Abnormal Returns


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

    Mixed media

    Capital is flowing into the automated driving space. (Dealbook)

    Netflix ($NFLX)
    is shaking up how shows get made. (WSJ)

    On the SnapChat-ificaiton of everything. (Justin Paterno)

    Thanks for checking in with Abnormal Returns. You can follow us on StockTwits and Twitter.

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