Archive for September, 2009

• Bond spread slide
  abnormalreturns, September 15th, 2009 at 8:08 am, Comments: 0

  Another selection from our ongoing chart watch series. Sick of all the Lehman anniversary talk?  We are too, but a quick look at corporate bond [...]

• Monday links: leveraged letdown
  abnormalreturns, September 14th, 2009 at 11:54 am, Comments: 0

  Interest in leveraged ETFs has declined along with daily volatility.  (Daily Options Report) Just how far down implied volatilities have come down for Dow components.  [...]

• Sunday links: price and quality
  abnormalreturns, September 11th, 2009 at 1:59 pm, Comments: 0

  “Investors herded together for safety at the peak of the financial crisis, driving normally disparate sectors of the stock market to move in near lockstep. [...]

• Friday links: toe dipping
  abnormalreturns, September 11th, 2009 at 11:19 am, Comments: 0

  By one measure investors remain underinvested in equities.  (Big Picture) Small investors are dipping their toes back in the stock market.  (NYTimes) Documenting the dramatic [...]

• Thursday links: naive contrarianism
  abnormalreturns, September 10th, 2009 at 11:58 am, Comments: 0

  The stock market has been “on offense” since the July lows.  (Afraid to Trade) Beware naive contrarianism.  (Big Picture) Investors still want what hedge funds [...]

• How to make the most of StockTwits
  abnormalreturns, September 9th, 2009 at 1:54 pm, Comments: 0

  Today we are not talking about how to set up and run the new StockTwits Desktop.  For that sort of tutorial check out what Justin [...]

• Wednesday links: flaunting failure
  abnormalreturns, September 9th, 2009 at 12:05 pm, Comments: 0

  A TRIN-based short-term buy signal.  (Small Fish, Big Odds) What does a day with zero new lows imply for the stock market?  (Trader’s Narrative) Newsletter [...]

• Tuesday links: insurance costs
  abnormalreturns, September 8th, 2009 at 11:33 am, Comments: 0

  Hedge fund returns continue to shine in 2009.  (EconomPic Data) “Insulation from extreme market events doesn’t come cheap.”  (WSJ) “(I)f you know that there are [...]

• Monday links: discouraged workers
  abnormalreturns, September 7th, 2009 at 9:59 am, Comments: 0

  Kraft (KFT) has a sweet tooth for Cadbury (CBY).  Is M&A back?  (NYTimes, WSJ, Economist, Clusterstock, 24/7 Wall St., Deal Journal) “This market isn’t asking [...]

• Sunday links: meaningful risk
  abnormalreturns, September 6th, 2009 at 3:19 pm, Comments: 0

  Closed-end muni bond funds have been on tear in 2009. They have easily surpassed their pre-Lehman highs.  (Bond Buyer) Closed mutual funds that re-opened last [...]