Archive for October, 2009

• Size really does matter…for ETFs
  abnormalreturns, October 9th, 2009 at 2:36 pm, Comments: 0

  We are no strangers to the world of ETFs, but the following observation took us by surprise.  A single fund, the iShares MSCI Emerging Markets [...]

• Friday links: money moves
  abnormalreturns, October 9th, 2009 at 11:46 am, Comments: 0

  Phibro (and Andrew Hall) go to Occidental Petroleum (OXY) at a seeming bargain.  (Clusterstock, 24/7 Wall St., WSJ, DealBook, Felix Salmon) Jim Simons is retiring [...]

• Fourth blogiversary
  abnormalreturns, October 9th, 2009 at 8:01 am, Comments: 0

  Not sure what is bigger news this morning.  The fourth blogiversary* of the Abnormal Returns blog or Barack Obama winning the Nobel Peace Prize.  Let’s [...]

• A false dichotomy
  abnormalreturns, October 8th, 2009 at 2:25 pm, Comments: 0

  With the popularity of active asset allocation programs, read market timing, on the rise we noted some analysts who were noting that a good old [...]

• Market valuation backdrop revisited
  abnormalreturns, October 8th, 2009 at 12:47 pm, Comments: 0

  A few weeks ago we discussed using market valuation measures as a backdrop for making investment decisions.  At the time our general conclusion was that [...]

• Thursday links: trending and thinking
  abnormalreturns, October 8th, 2009 at 11:17 am, Comments: 0

  “The market is just trending. When it’s trending you can’t think.”  (Howard Lindzon) “(A)nalysts are more bullish heading into the current earnings season than they [...]

• Wednesday links: trade opportunities
  abnormalreturns, October 7th, 2009 at 11:15 am, Comments: 0

  “Much of options trading involves an ability the look at a trading screen itself and simply develop a sense of whether there’s a trade opportunity [...]

• Tuesday links: sidelined cash
  abnormalreturns, October 6th, 2009 at 11:36 am, Comments: 0

  The now famous “four bears” chart sure looks different today.  (dshort) The “money on the sidelines” argument is a canard.  (MarketBeat also FT Alphaville) Sometimes [...]

• Buy and hold comeback?
  abnormalreturns, October 5th, 2009 at 1:46 pm, Comments: 0

  We having been writing a fair amount on the topic of asset allocation of late.  In our Sunday linkfest we noted two pieces on asset [...]

• Monday links: profit margin rebound
  abnormalreturns, October 5th, 2009 at 11:40 am, Comments: 0

  Two positive short term signals for the stock market.  (Small Fish, Big Odds, Quantifiable Edges) Parsing signals from the Nasdaq TRIN.  (VIX and More) “If [...]