« Previous  |  Next »

Sunday links: waves of social mood

The S&P 500 is flat for the past 11+ years.  Where would you have done better?  (Floyd Norris) Jason Zweig, “People who regard themselves as risk-averse will assemble portfolios of highly similar stocks that all seem to be “safe.” The result, ...

From ABNORMALRETURNS, Abnormal Returns,  22 Nov 2009

Top clicks this week on Abnormal Returns

Last week’s top clicks were a hit with our readers so, without any further ado here are the top ten posts Abnormal Returns readers clicked on for the week ended on Friday, November 20th.  The description is as it read in that day’s linkfest: The twenty- ...

From ABNORMALRETURNS, Abnormal Returns,  20 Nov 2009

Related Topics: Umberto Eco

Friday links: market mood swings

“For better or worse, the more likely culprit for the uptick in market mood swings is the increased popularity of ETFs.  As more take bets on sectors and asset classes rather than individual stocks, it has become a market where good news lifts all ...

From ABNORMALRETURNS, Abnormal Returns,  20 Nov 2009

Thursday links: costless capital

One overlooked downside to Fed policy is the dearth of opportunities for yield investors like insurance companies.  (WSJ) Carolyn Cui, “GLD now rivals many of the world’s central banks, among the biggest holders of bullion. If GLD were a central bank, ...

From ABNORMALRETURNS, Abnormal Returns,  19 Nov 2009

Related Topics: Ken Griffin,  Phibro,  General Motors,  U.S. Democratic Party,  Ford Motor Company

Creating order out of aggregation

You would think, by transitive properties, that investment blog aggregation would also be difficult.  But the idea floating around of late that aggregation, including investment blog aggregation, is easy.  Especially if you read the Dilbert comic below. ...

From ABNORMALRETURNS, Abnormal Returns,  18 Nov 2009

Related Topics: News Corporation Limited,  Google Inc.,  New York Times Company,  Rupert Murdoch,  Umberto Eco

Wednesday links: the risk of unemployment

Tom Petruno, “After the horrors of 2008, a money manager who doesn’t keep up with the market’s comeback this year is facing his or her greatest risk of all: the risk of unemployment.”  (Money & Co.) The story of Amazon.com (AMZN) in a decade of stock ...

From ABNORMALRETURNS, Abnormal Returns,  18 Nov 2009

Related Topics: Amazon.com,  Morningstar, Inc.,  NYSE

Tuesday links: outcome vs. process

Companies are rushing to get through the IPO window.  (WSJ, SmartMoney) If you trade gold, like GLD, you need to know this at tax time.  (FusionIQ) Why it may be worth bothering with mutual funds from small shops.  (Morningstar) Pimco is launching an ...

From ABNORMALRETURNS, Abnormal Returns,  17 Nov 2009

Related Topics: Morningstar, Inc.,  Berkshire Hathaway

Arbitrage-free merger arbitrage

When Mebane Faber of World Beta blog fame says something we take note.  On the imminent launch of the IQ ARB Merger Arbitrage ETF (MNA) he writes: Simply put involves purchasing the shares in companies for whom there is an announced takeover ...

From ABNORMALRETURNS, Abnormal Returns,  16 Nov 2009

Monday links: subsidizing debt

The best of the bull market may already be behind us.  (Barron’s) While the window remains open corporations are issuing bonds at a rapid pace.  (WSJ) Tracking down the months in which Galleon had big slugs of alpha.  (HedgeWeek via Alea) A number of ...

From ABNORMALRETURNS, Abnormal Returns,  16 Nov 2009

Related Topics: iShares,  James Surowiecki

Sunday links: the new, new economy

Paul J. Lim, “By almost every measure, stocks are far cheaper at Dow 10,000 today than at Dow 10,000 in March 1999.”  (NYTimes also Big Picture) What happens to the stock market after a successful earnings season?  (Bespoke) Jason Zweig, “..fighting ...

From ABNORMALRETURNS, Abnormal Returns,  15 Nov 2009

« Previous  |  Next »

Who is This?

Help us add to our database, by linking this writer their entry in Wikipedia or Source Watch, or by suggesting that we remove it from our index.

Suggest an Entry