Archive for September, 2009

• CEF comeback
  abnormalreturns, September 6th, 2009 at 2:02 pm, Comments: 0

  Another entry in our series of “charts that need no further explanation.” Gloomy talk about municipal and state finances aside, closed-end muni bond funds have [...]

• Friday links: ETF exposures
  abnormalreturns, September 4th, 2009 at 11:54 am, Comments: 0

  Diversification works so long as you look beyond equities.  (dshort, ibid) “What level of trades per second becomes problematic in terms of obfuscation versus practical [...]

• UNG premium illustrated
  abnormalreturns, September 4th, 2009 at 7:55 am, Comments: 0

  The return of our long dormant feature: “Charts that need no further explanation.” From the WSJ article by John Jannarone:  “With premiums now part of [...]

• Thursday links: trading slumps
  abnormalreturns, September 3rd, 2009 at 11:51 am, Comments: 0

  Country returns since the collapse of Lehman Brothers.  (Bespoke) Gold is a lousy inflation hedge.  (The Money Game) Gold is not the same thing as [...]

• The September effect as a Rorschach test
  abnormalreturns, September 2nd, 2009 at 9:44 pm, Comments: 0

  There has been no shortage of discussion of late discussing the historically poor performance of the stock market in September.  On the face of it [...]

• Wednesday links: trend line trends
  abnormalreturns, September 2nd, 2009 at 10:49 am, Comments: 0

  Does the stock market need to trade meaningflly below its trend line before an uptrend can resume?  (dshort) The market may fall in September, but [...]

• Tuesday links: financial innovation
  abnormalreturns, September 1st, 2009 at 12:13 pm, Comments: 0

  August was a good month for the global capital markets.  (Capital Spectator) Taking a look at the components of the JunkDEX.  (VIX and More) “Those [...]