Archive for February, 2010

• Monday links: global margin call
  abnormalreturns, February 8th, 2010 at 12:30 pm, Comments: 0

  “(A)ny timer of the U.S. stock market who did not beat the market during 2000-2009 has some explaining to do.”  (CXO Advisory Group) “It may [...]

• Sunday links: symbiotic investments
  abnormalreturns, February 7th, 2010 at 8:45 am, Comments: 0

  Joshua Brown, “China and Brazil are quite possibly the most symbiotic investment story going right now.”  (The Reformed Broker) More oversold readings.  (Bespoke) Investment sentiment [...]

• Friday links: shadow banking
  abnormalreturns, February 5th, 2010 at 12:49 pm, Comments: 0

  The percentage of stocks trading above their respective moving averages are getting close to solidly oversold levels.  (Trader Mike, Bespoke also Quantifiable Edges) Bearish sentiment [...]

• Thursday links: performance persistence
  abnormalreturns, February 4th, 2010 at 12:31 pm, Comments: 0

  Investor sentiment took a hit during the market correction.  (Bespoke) What the timber market is telling us about the housing economy.  (Minyanville) Mutual fund investors [...]

• Wednesday links: low yield conundrum
  abnormalreturns, February 3rd, 2010 at 11:43 am, Comments: 0

  Why are government bond yields so low?  (Mandel on Innovation and Growth also Trader’s Narrative) Would a stock split move Apple (AAPL) stock higher?  (A [...]

• Tuesday links: missing micro-caps
  abnormalreturns, February 2nd, 2010 at 12:41 pm, Comments: 0

  Richard Ferri, “What is the problem with micro-cap index funds and ETFs? The problem is that there are no true micro-cap index funds or ETFs. [...]

• Monday links: nuanced returns
  abnormalreturns, February 1st, 2010 at 12:45 pm, Comments: 0

  Where’s the bubble:  bonds or equities?  (Big Picture) The junk phase of the rally is over.  What next?  (The Reformed Broker) 2010 will be a [...]