Archive for March, 2009

• Thursday links: bullets dodged
  abnormalreturns, March 12th, 2009 at 2:54 pm, Comments: 0

  The market doesn’t care if you are calling a market bottom, unless you are Barry Ritholtz.  (MarketBeat, Freakonomics) Just how much should we read into [...]

• Wednesday links: trust, but verify
  abnormalreturns, March 11th, 2009 at 12:34 pm, Comments: 0

  After yesterday’s rally the S&P 500 remains well below major moving averages.  (Bespoke, ibid) Should the stock market ever rise 7% in a day?  (24/7 [...]

• Tuesday links: the bottom rung
  abnormalreturns, March 10th, 2009 at 12:05 pm, Comments: 0

  What companies are showing up on Moody’s “The Bottom Rung” list of troubled credits?  (WSJ.com also FT Alphaville, Zero Hedge) The prospects for profits in [...]

• Tuesday links: the bottom rung
  abnormalreturns, March 10th, 2009 at 12:05 pm, Comments: 0

  What companies are showing up on Moody’s “The Bottom Rung” list of troubled credits?  (WSJ.com also FT Alphaville, Zero Hedge) The prospects for profits in [...]

• Monday links: contrarian signals
  abnormalreturns, March 9th, 2009 at 11:49 am, Comments: 0

  Contrarian signals pile up.  What does it all add up to?  (market folly) Credit markets are no longer supportive.  (WSJ.com also The Stash) “I do [...]

• Sunday links: no risk premium
  abnormalreturns, March 8th, 2009 at 7:22 pm, Comments: 0

  Bonds beat stocks:  “Over the last 30 years there’s been no risk premium.”  (Bloomberg.com also Crossing Wall Street) Three myths about stocks in the 1930s.  [...]

• Friday links: pity party
  abnormalreturns, March 6th, 2009 at 12:50 pm, Comments: 0

  “The 1929 crash got off to a much faster start, but we have now more or less caught up.” (Floyd Norris also dshort.com) Just how [...]

• Thursday links: blue chip penny stocks
  abnormalreturns, March 5th, 2009 at 12:49 pm, Comments: 0

  “I call it an apathy bottom. When people stop worrying about where the bottom will be, the market will give them one.”  (Barrons.com) “If picking [...]

• Wednesday links: tough starts
  abnormalreturns, March 4th, 2009 at 12:50 pm, Comments: 0

  By far the worst start of the year for the stock market (and administration) since 1900.  (Bespoke, ibid) The Dow is some 32% below its [...]

• Tuesday links: hunkering down
  abnormalreturns, March 3rd, 2009 at 12:39 pm, Comments: 0

  Irrational exuberance, indeed.  The market is below the levels when Alan Greenspan gave that famous speech.  (Big Picture) It’s hard to use P/E ratios when [...]