Articles Written by:    ABNORMALRETURNS     

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Friday links: rumor time

Individual investors still have some buying power left.  (Big Picture) Gold timers are stubbornly bullish in light of a drop in gold.  (Marketwatch also The Money Game) Brett Steenbarger, “If you don’t know your edge and cannot formulate it succinctly, ...

From ABNORMALRETURNS, Abnormal Returns,  12 Mar 2010
Related Topics: Morningstar, Inc.,  Twitter Inc

Thursday links: really soft commodities

The Risk Assets Index is showing a bit too much enthusiasm.  (TraderFeed) Volume has picked up dramatically in the iPath S&P 500 VIX Short-Term Futures ETN (VXX).  (Bespoke) The credit markets have opened back up again.  (WSJ) Soft commodities are in a ...

From ABNORMALRETURNS, Abnormal Returns,  11 Mar 2010

Wednesday links: reaching for yield

Ten years later, “It’s tempting, but wrong, to write off the tech mania as mass insanity by the ignorant and ill-informed.”  (WSJ) “Misallocation of capital is everywhere and anywhere a fallout of bad government policy.”  (Andy Kessler) Small cap ...

From ABNORMALRETURNS, Abnormal Returns,  10 Mar 2010

Tuesday links: setups abound

Country stock market performance one year into the bull market.  (Bespoke) Brett Arends, “By any measure of shareholder value, GE has been a disaster under Jeffrey Immelt. Investors haven’t made a nickel since he took the helm as chairman nine years ...

From ABNORMALRETURNS, Abnormal Returns,  9 Mar 2010
Related Topics: Jeffrey Immelt,  General Growth Properties, Inc.

Monday links: large cap laggards

Equity mutual funds are burning through their cash on hand.  (Bloomberg) Why a 17 or so VIX is not that surprising. (Options Zone) AIG (AIG) is out of “crown jewels” to sell.  (DealBook, Deal Journal) John Hussman, “A deleveraging cycle is much like a ...

From ABNORMALRETURNS, Abnormal Returns,  8 Mar 2010

Sunday links: junk stock jump

Just because the VIX is  well below 20 does not mean investors are “complacent.”  (Barron’s) The VIX methodology is taking over the world.  (CME Group) The market has moved on from a long list of possible negatives.  Should you?  (The Reformed ...

From ABNORMALRETURNS, Abnormal Returns,  7 Mar 2010
Related Topics: Marc Andreesen

Friday links: very important positions

Mark Twain on why your bet on green energy will likely not work out.  (Street Capitalist) “It is difficult not to notice the weak breadth and volume that has accompanied this recent bounce in equities.”  (Trader’s Narrative) Mark Hulbert, “Based on the ...

From ABNORMALRETURNS, Abnormal Returns,  5 Mar 2010

Thursday links: fundamental factors

An indication the market may be getting overbought.  (Attitrade) Inflation fears are overblown.  Expect low interest rates for some time to come.  (WSJ) Ignore the jobs report.  “The market is going to interpret the report however it wants to.” (Joe ...

From ABNORMALRETURNS, Abnormal Returns,  4 Mar 2010
Related Topics: General Growth Properties, Inc.,  Simon Johnson,  Goldman Sachs,  Robert Rubin,  Citigroup

Forewarned is forearmed

Carl Richards at the Bucks Blog notes how using small sample sizes can get us in trouble when it comes to investing.  Investors oftentimes focus on their own experiences rather than relying on larger, and more statistically valid, samples of investor ...

From ABNORMALRETURNS, Abnormal Returns,  3 Mar 2010

Wednesday links: big bet blues

After a flood of inflows will the new bond fund investors stick around?  (Morningstar) Is it time to retire the Baltic Dry Index as an economic indicator?  (WSJ) What is T. Boone Pickens’ BP Capital up to these days?  (Bespoke) The percentage of assets ...

From ABNORMALRETURNS, Abnormal Returns,  3 Mar 2010
Related Topics: Morningstar, Inc.,  David Leonhardt

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