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Archive for November, 2009

  • Punditry, predictions and profits
    , November 4th, 2009 at 3:20 pm, Comments: 0

    Humans have a large appetite for forecasts and predictions across a broad spectrum of domains. – Michael Mauboussin* Given this quote it is not surprising [...]

  • Wednesday links: one year later
    , November 4th, 2009 at 12:44 pm, Comments: 0

    Despite a wild ride, the stock market is nearly flat since the 2008 election.  (Bespoke, ibid) How the July “momentum thrust” has played out so [...]

  • Learning the lessons from losses
    , November 4th, 2009 at 11:54 am, Comments: 0

    We are not sure who said it first, but it been oft repeated that the worst thing that can happen to a novice trader is [...]

  • Tuesday links: leverage cycles
    , November 3rd, 2009 at 10:11 am, Comments: 0

    At least one company is not hoarding cash any more.  Berkshire Hathaway (BRK-A) buys railroad Burlington Northern (BNI).  (WSJ, 24/7 Wall St., DealBook, FT Alphaville) Warren [...]

  • Monday links: hoarding cash
    , November 2nd, 2009 at 1:02 pm, Comments: 0

    America’s biggest companies are “hoarding” cash at a record rate. (WSJ also DailyFinance) Asset class performance has once again begun to diverge.  (The Capital Spectator) [...]

  • Sunday links: proving causation
    , November 1st, 2009 at 2:32 pm, Comments: 0

    The return of risk-taking and end of the easy money trade.  (Barron’s earlier Abnormal Returns, ibid) An updated look at the bull market’s pullbacks.  (VIX [...]