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Archive for January, 2010

  • Monday links: equity demand
    , January 11th, 2010 at 12:35 pm, Comments: 0

    And you thought the rally in equities was impressive.  Check out corporate bonds.  (Bespoke) Have individual investors permanently changed their demand for equities?  (The Globe [...]

  • Sunday links: dividend dearth
    , January 10th, 2010 at 6:10 am, Comments: 0

    Dividends fell off a cliff in 2009.  Can we expect a bounce in 2010?  (Floyd Norris) Dividend policies shouldn’t matter.  But they do.  (The Psy-Fi [...]

  • Friday links: hedge fund letdown
    , January 8th, 2010 at 11:45 am, Comments: 0

    Hedge funds matched broad market averages in 2009.  Many are not impressed. (FINalternatives, Clusterstock, DailyFinance, EconomPic Data) Are earnings estimates too high?  (The Pragmatic Capitalist) [...]

  • Thursday links: error prices
    , January 7th, 2010 at 1:12 pm, Comments: 0

    Five investing mea culpas for the year that was.  (Big Picture) Individual investors are way too bullish.  (Sentiment’s Edge) Cyclical stocks continue to outperform.  (Crossing [...]

  • Check into checklists for investing
    , January 7th, 2010 at 11:37 am, Comments: 0

    Checklists are now all the rage of late due in large part to the debt of physician/author Atul Gawande’s new book The Checklist Manifesto.  Steven [...]

  • Wednesday links: measuring fear
    , January 6th, 2010 at 12:44 pm, Comments: 0

    Forget the BRICs.  The MAVINs are where it is at for the next decade.  (The Money Game also Trader’s Narrative) The mutual fund business is [...]

  • Tuesday links: not-so distressed debt
    , January 5th, 2010 at 12:50 pm, Comments: 0

    Has bullish equity sentiment reached an extreme?  (Big Picture also Behind the Headlines) The market is going to do what it does regardless of the [...]

  • Monday links: a mixed bag
    , January 4th, 2010 at 1:02 pm, Comments: 0

    “December was a mixed bag of performance for the major asset classes, mainly because fixed-income was weak.”  (Capital Spectator) Mark Hulbert, “Basing a trading strategy [...]

  • Sunday links: a clean slate
    , January 3rd, 2010 at 2:03 pm, Comments: 0

    The worst of 2008 were first in 2009.  (Bespoke) Can’t wait until Tuesday.  (Sentiment’s Edge) There is very little that indicates a momentum effect for [...]