Archive for December, 2009

• Top clicks this week on Abnormal Returns
  abnormalreturns, December 12th, 2009 at 7:39 am, Comments: 0

  Another good week of posts including the following dozen for your perusal.  The following are the posts Abnormal Returns readers clicked on for the week [...]

• Friday links: peak gold
  abnormalreturns, December 11th, 2009 at 12:46 pm, Comments: 0

  Liam Denning, “Above all, phrases like peak gold should trip alarms. Investors buying into similar arguments for oil in 2008 suffered big losses.”  (WSJ) The [...]

• Thursday links: nine month rip higher
  abnormalreturns, December 10th, 2009 at 12:34 pm, Comments: 0

  A reminder of just how crazy the last nine months have been:  the S&P 500 is up 62%.  (Bespoke) Trying to explain what happens in [...]

• Do-overs aren’t just for kids
  abnormalreturns, December 9th, 2009 at 10:46 pm, Comments: 0

  It has been nearly a year (December 11th, 2008 to be precise) since Bernie Madoff was arrested for “orchestrating a Ponzi scheme.”  At the time [...]

• Wednesday links: contrarian trendiness
  abnormalreturns, December 9th, 2009 at 1:01 pm, Comments: 0

  Paul Kedrosky, “It rarely pays to be contrarian. For the most part trends go in the same direction for some time – that’s why they’re [...]

• Tuesday links: nowhere market
  abnormalreturns, December 8th, 2009 at 12:17 pm, Comments: 0

  “The market has gone absolutely nowhere in recent weeks.”  (Bespoke) How to play ten investment themes for 2010.  (market folly) Are there better alternatives to [...]

• Benchmarks matter
  abnormalreturns, December 7th, 2009 at 3:55 pm, Comments: 0

  Last month we wrote a post titled “Gimmicky ETFs” in which we discussed the launch of two new ETFs designed to track indices covering companies [...]

• Monday links: cash in hand
  abnormalreturns, December 7th, 2009 at 12:17 pm, Comments: 0

  Gold vs. CDs.  Over the past 30 years CDs win.  (Bloomberg) News flash:  correlations are unstable.  (FT Alphaville) Steve Place, “A major component of risk [...]

• Sunday links: stories of woe
  abnormalreturns, December 6th, 2009 at 10:42 am, Comments: 0

  Don’t fool yourself thinking that a change in management will rescue a bad business.  (WSJ) Has John Paulson taken his foot off the gas?  (Clusterstock) [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, December 4th, 2009 at 8:30 pm, Comments: 0

  We apologize for missing last week, but we are back with the top ten twelve posts Abnormal Returns readers clicked on for the week ended [...]