Archive for October, 2009

• Good food isn’t enough
  abnormalreturns, October 19th, 2009 at 11:13 am, Comments: 0

  Why do so many restaurants fail? Is it because of the quality of the food, or something else altogether?  Given that most people get into [...]

• Sunday links: blog stars
  abnormalreturns, October 18th, 2009 at 3:03 pm, Comments: 0

  How ETFs went from sideshow to the main stage.  (Barron’s) The ways you can fight mutual fund “fee blindness.” (WSJ) What stock do people feel [...]

• Friday links: cognitive biases
  abnormalreturns, October 16th, 2009 at 11:38 am, Comments: 0

  Dow 10,000 gives you a great opportunity to re-evaluate your portfolio.  (Felix Salmon) It’s a bull market now matter how you slice it.  (Bespoke) The [...]

• Thursday links: fear and frustration
  abnormalreturns, October 15th, 2009 at 11:01 am, Comments: 0

  Dow 10,000.  (Bespoke, DJ Market Talk, Curious Capitalist, The Reformed Broker) The S&P 500 is once again trading 20% over its 200 day moving average.  [...]

• Exits and entries
  abnormalreturns, October 15th, 2009 at 9:56 am, Comments: 0

  We have been writing a great deal of late on the challenges of investing in a post-crisis world.  For many investors whatever plan they had [...]

• Wednesday links: momentum effects
  abnormalreturns, October 14th, 2009 at 11:04 am, Comments: 0

  “The financial system nearly collapsed because smart guys had started working on Wall Street.”  (NYTimes also Felix Salmon) Things change:  on the need for adaptive [...]

• Staying in the game
  abnormalreturns, October 13th, 2009 at 1:53 pm, Comments: 0

  What does it mean to invest for the long run in a post-crisis world? For many years leading up to the economic crisis investors have [...]

• Tuesday links: cost cut cascade
  abnormalreturns, October 13th, 2009 at 10:59 am, Comments: 0

  “Investors are throwing money into the riskiest of emerging [debt] markets at a stunning pace, buying as if the global financial crisis is history.”  (WSJ) [...]

• Monday links: fear of the unknown
  abnormalreturns, October 12th, 2009 at 8:19 am, Comments: 0

  Bill Miller may be a lot of things, but a good risk manager is not one of them.  (The Pragmatic Capitalist) New 52-week highs are [...]

• Sunday links: long run lags
  abnormalreturns, October 11th, 2009 at 3:33 pm, Comments: 0

  The long run is overrated.  “Individuals don’t invest over the long run. Each has one run, over a fixed time frame.”  (CBS Moneywatch) “But the [...]