Archive for February, 2009

• Wednesday links: a better mousetrap
  abnormalreturns, February 18th, 2009 at 11:19 am, Comments: 0

  Why can’t the mutual fund industry come up with a better mousetrap?  (MarketSci Blog) Now is the time to re-balance your portfolio.  (WSJ.com) Because of [...]

• Tuesday links: age of upheaval
  abnormalreturns, February 17th, 2009 at 12:48 pm, Comments: 0

  We apologize for the length of today’s post.  We are not sure if it is market conditions or the post-holiday effect but we found a [...]

• Monday links: mean reversion
  abnormalreturns, February 16th, 2009 at 12:10 pm, Comments: 0

  “Short term mean-reversion is the stock market play du jour.” (MarketSci Blog) Just what were the prominent hedge funds up to in the fourth quarter? [...]

• Sunday links: cheap stock edition
  abnormalreturns, February 15th, 2009 at 8:23 pm, Comments: 0

  “Stocks are cheaper now than they have been at any time in the past two decades.”  (Clusterstock) “Stocks are very cheap in emerging economies.”  (BusinessWeek.com) [...]

• Friday links: collapsing earnings
  abnormalreturns, February 13th, 2009 at 3:52 pm, Comments: 0

  Earnings have collapsed.  How long before they return to trend?  (Big Picture, Peridot Capitalist) Absolute return mutual funds have been anything but.  (DealBook) Citadel opens [...]

• Friday links: collapsing earnings
  abnormalreturns, February 13th, 2009 at 3:52 pm, Comments: 0

  Earnings have collapsed.  How long before they return to trend?  (Big Picture, Peridot Capitalist) Absolute return mutual funds have been anything but.  (DealBook) Citadel opens [...]

• Thursday links: near misses
  abnormalreturns, February 12th, 2009 at 1:31 pm, Comments: 0

  You “the American Consumer” made the list of the 25 people to blame for the financial crisis.  (Time.com) Don’t forget the credit rating agency Moody’s [...]

• Wednesday links: outperforming your neighbor
  abnormalreturns, February 11th, 2009 at 12:44 pm, Comments: 0

  The story behind the spiking of Bailout Nation.  (Big Picture also Market Movers, Crossing Wall Street) “This market is too hard for 99 percent of [...]

• Tough times for economists
  abnormalreturns, February 11th, 2009 at 8:19 am, Comments: 0

  One of the casualties of the credit crisis has been the reputation of economists.  As Camille Paglia at Salon.com writes: Most mainstream American voters are [...]

• Diversification and dynamism
  abnormalreturns, February 10th, 2009 at 7:43 pm, Comments: 0

  In our earlier post we noted the tough task facing many investors as they face up to an investment world turned upside down. Two words [...]