Sunday links: homebuilders anonymous

Quote of the day

Jeremy Grantham, The cardinal rule is to not underperform in bear markets. (GMO via Random Roger)

Chart of the day

While you werent watching Home Depot ( $HD) took off. (chessNwine)

Markets

If the energy sector is losing, who is winning? (Bespoke)

Skepticism still reigns when it comes to the homebuilders. (MarketBeat)

Recent asset class performance. (Bespoke)

Should investors bother with GDP reports? (Covestor)

Companies

How Apple ( $AAPL) and other tech companies use a global strategy to minimize their taxes. (NYTimes also Carpe Diem, Apple 2.0)

A short post on Facebook ( $FB) valuation. (ContrarianEdge)

The lucrative global business that is baby food. (Economist)

Coal

Is coal doomed?re for ture for ture for ture for ture for ture for ture for ture for ture for ture for... [via Abnormal Returns]