Archive for November, 2009

• Wednesday links: Black November
  abnormalreturns, November 11th, 2009 at 12:41 pm, Comments: 0

  BRICs lead country stock performance YTD.  (Bespoke) By one measure, the percentage of stocks above their 10 day moving average, the stock market is once [...]

• Tuesday links: hedge fund funding
  abnormalreturns, November 10th, 2009 at 10:24 am, Comments: 0

  The conditions are ripe for a new hedge fund boom.  (Bloomberg) According to the Hennessee Group hedge funds fell about 0.5% in October.  (WSJ) “As [...]

• Monday links: a force for good
  abnormalreturns, November 9th, 2009 at 12:34 pm, Comments: 0

  YTD returns for the S&P 500 in other currencies don’t look all that hot.  (Bespoke) What happens to the stock market when the VIX goes [...]

• Emerging stability
  abnormalreturns, November 9th, 2009 at 8:42 am, Comments: 0

  We haven’t posted a chart in awhile, but thought this one was worth noting.  Below is a chart showing the spread between J.P Morgan’s emerging [...]

• Sunday links: hard knocks
  abnormalreturns, November 8th, 2009 at 10:11 am, Comments: 0

  Jim Chanos hates muni bonds.  (Barron’s also A Dash of Insight) The global gold rush is on.  (Green Sheet, The Reformed Broker) Are ETFs causing [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, November 6th, 2009 at 8:58 pm, Comments: 0

  Last week’s inaugural list of top clicks was such a hit we decided to make it a regular feature.  So without any further ado here [...]

• Friday links: the risk trade
  abnormalreturns, November 5th, 2009 at 10:47 pm, Comments: 0

  “It seems counter-intuitive, but despite the weak fundamentals of the underlying economy, the liquidity outlook continues to favor the risk trade.”  (The Pragmatic Capitalist) Another [...]

• What would Warren do?
  abnormalreturns, November 5th, 2009 at 10:42 pm, Comments: 0

  What would Warren do? The eventual successor to Warren Buffett as CEO of Berkshire Hathaway (BRK-A) is going to get asked that question a great [...]

• Gimmicky ETFs
  abnormalreturns, November 5th, 2009 at 3:22 pm, Comments: 0

  A few weeks have gone by since we have written a post warning investors that the ETF industry is not your friend.  Thankfully today we [...]

• Thursday links: the carry trade
  abnormalreturns, November 5th, 2009 at 10:41 am, Comments: 0

  Felix Salmon, “..every move upwards in US stocks or gold or the Aussie dollar or junk-bond indices is another step in exactly the wrong direction: [...]