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Archive for February, 2009

  • Left in the lurch
    , February 10th, 2009 at 7:24 pm, Comments: 0

    There is nothing like trying times to expose the cracks in the foundation of common investment wisdom.  This down market cycle is no different.  Pillar [...]

  • Tuesday links: bonds begin to budge
    , February 10th, 2009 at 12:06 pm, Comments: 0

    The credit markets are showing some signs of thaw even as treasury yields back up.  (WSJ.com, MarketBeat also Clusterstock) Bond managers are beginning to embrace [...]

  • Monday links: stability breeds instability
    , February 9th, 2009 at 11:02 am, Comments: 0

    CNBC should stop pretending Cramer is something other than an entertainer.  (Daily Options Report, Clusterstock) By what standard should we judge Peter Schiff or any [...]

  • Sunday links: worst decade ever
    , February 8th, 2009 at 7:36 pm, Comments: 0

    The worst decade ever for the S&P 500 just ended.  (NYTimes.com also Clusterstock) As bad as his timing has been with Tribune Corp., Sam Zell [...]

  • Sunday links: worst decade ever
    , February 8th, 2009 at 7:36 pm, Comments: 0

    The worst decade ever for the S&P 500 just ended.  (NYTimes.com also Clusterstock) As bad as his timing has been with Tribune Corp., Sam Zell [...]

  • Friday links: there is no magic pill
    , February 6th, 2009 at 12:46 pm, Comments: 0

    The Death of Equities, redux.  (Clusterstock) Market sentiment is still too bullish.  (Marketwatch.com) Banks and brokers diverge.  (Bespoke) Asset managers beware, the golden age of [...]

  • Thursday links: hints of hope
    , February 5th, 2009 at 12:59 pm, Comments: 0

    Is the cult of equities finally dead?  (FT Alphaville also Infectious Greed) Some glimmers of economic hope.  (Telegraph.co.uk) The markets are showing signs of healing.  [...]

  • Wednesday links: high water markdowns
    , February 4th, 2009 at 12:21 pm, Comments: 0

    The market begun sifting through the wreckage to find the potential winners.  (Zero Hedge) The hedge fund model breaks down when returns tank and the [...]

  • Tuesday links: Boycott CNBC Day
    , February 3rd, 2009 at 8:30 am, Comments: 0

    Due to pressing obligations there will be no linkfest today.  We will be back in full force tomorrow.  Thanks for your understanding. Remember that today [...]

  • Monday links: unsophisticated investors
    , February 2nd, 2009 at 11:58 am, Comments: 0

    There were few highlights in asset class returns in January.  (Capital Spectator) What industries outperformed in January?  (Kirk Report) The credit markets thawed in January.  [...]