Archive for July, 2009

• Thursday links: blog bashing
  abnormalreturns, July 23rd, 2009 at 12:36 pm, Comments: 0

  Stocks driving the Nasdaq rally.  (Big Picture) “Momentum is one of the great puzzles of finance.”  (Buttonwood) “Many think that learning to trade the charts [...]

• Wednesday links: earnings vs. revenues
  abnormalreturns, July 22nd, 2009 at 11:46 am, Comments: 0

  “Bonds not only have outperformed stocks by a large margin over the past year because of the financial crisis, but also roughly matched stocks over [...]

• Harvard and hedge funds
  abnormalreturns, July 22nd, 2009 at 8:02 am, Comments: 0

  Just to show how quickly things move in the blogosphere we already have some follow-up items to yesterday’s post:  The curious case of hedge funds [...]

• The curious incident of hedge funds during the financial crisis
  abnormalreturns, July 21st, 2009 at 1:20 pm, Comments: 0

  “Is there any point to which you would wish to draw my attention?” “To the curious incident of the dog in the night-time.” “The dog [...]

• Tuesday links: incremental yield
  abnormalreturns, July 21st, 2009 at 11:19 am, Comments: 0

  “Anything with incremental yield is on fire.”  (Across the Curve) High yield spreads are nearing pre-Lehman bankruptcy levels.  (Bespoke) Nearly 80% of stocks are above [...]

• Monday links: innovation indigestion
  abnormalreturns, July 20th, 2009 at 11:31 am, Comments: 0

  How much financial innovation is desirable?  (Baseline Scenario, Curious Capitalist, Felix Salmon, Free exchange) More sentiment measures.  (The Pragmatic Capitalist, The Technical Take, TraderFeed) T. [...]

• Random thoughts on blogging
  abnormalreturns, July 19th, 2009 at 7:55 pm, Comments: 0

  We always enjoy it when we see similar ideas expressed by different authors in different settings.  The first quote is in regard to academic-style writing [...]

• Sunday links: Internet investing
  abnormalreturns, July 19th, 2009 at 10:23 am, Comments: 0

  The Internet is dead as an investment.  (WSJ contra A VC) 2009 has been a good year for semiconductors.  (Bespoke, StockCharts Blog) A round-up of [...]

• Friday links: conflicting signals
  abnormalreturns, July 17th, 2009 at 10:41 am, Comments: 0

  The 200 day moving average will soon start dropping some substantially higher prices.  (VIX and More) Idiosyncratic moves in volatility indices require confirmation.  (Condor Options) [...]

• Goldman is a little bit pregnant
  abnormalreturns, July 17th, 2009 at 9:09 am, Comments: 0

  As the credit crisis rolls on it scoops up villains and victims on a regular basis.  This week Goldman Sachs became, according to whom you [...]