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Archive for July, 2009

  • Tuesday links: a stock is just a stock
    , July 7th, 2009 at 12:17 pm, Comments: 0

    “Remember that a shot is just a shot, and a stock is just a stock. Where you bought it doesn’t matter to where it’s going.”  [...]

  • Monday links: listening to yourself
    , July 6th, 2009 at 11:35 am, Comments: 0

    Irrational exuberance, indeed.  (Bespoke) Are small investors once again overdoing risk?  (WSJ) Time to look at getting long options volatility.  (Daily Options Report) A curious [...]

  • Sunday links: short ban redux
    , July 5th, 2009 at 10:38 am, Comments: 0

    Just look what happened the last time the Feds banned short selling.  (Big Picture) Research into the value of short interest data.  (Empirical Finance Research [...]

  • Friday links: the factor of chance
    , July 3rd, 2009 at 10:30 am, Comments: 0

    We want to wish all of our readers a happy and healthy Fourth of July. Don’t believe all the hype about record Wall Street bonuses.  [...]

  • Thursday links: a nation of renters
    , July 2nd, 2009 at 11:26 am, Comments: 0

    Goldman Sachs (GS) says talk of record 2009 bonuses is premature.  (Clusterstock, ibid) What do average sector correlations tell us about future market performance?  (Aleph [...]

  • Wednesday links: the next bubble
    , July 1st, 2009 at 12:10 pm, Comments: 0

    First half asset class performance in perspective.  (Capital Spectator, Economist) “Equity investors’ hope should be that the ennui continues until the economic news catches up [...]


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