Archive for March, 2010

• Tuesday links: dumb regulation
  abnormalreturns, March 16th, 2010 at 1:36 pm, Comments: 0

  How dull have the last two market days been?  Historically dull.  (Bespoke) Should Goldman Sachs (GS) trade with a single-digit P/E ratio?  (Peridot Capitalist) The [...]

• Quantitative bracketology, redux
  abnormalreturns, March 15th, 2010 at 8:59 pm, Comments: 0

  For the second year in a row we are hosting a NCAA bracket competition with Adam Warmer of the Daily Options Report.  This year we [...]

• Monday links: enjoy the tape
  abnormalreturns, March 15th, 2010 at 11:47 am, Comments: 0

  “Enjoy the tape and the easy money, but know it will end extremely bad for most.”  (Howard Lindzon) Performance by month for options expiration week.  [...]

• Sunday links: retail resurgence
  abnormalreturns, March 14th, 2010 at 8:46 am, Comments: 0

  Junk stocks continue to lead this rally.  (Chart.ly Blog) The state of equity market sentiment at week-end.  (Trader’s Narrative, The Technical Take) The online brokers [...]

• Friday links: rumor time
  abnormalreturns, March 12th, 2010 at 11:56 am, Comments: 0

  It’s once again rumor time on Wall Street.  (The Reformed Broker) Individual investors still have some buying power left.  (Big Picture) How bullish (or bearish) [...]

• Thursday links: really soft commodities
  abnormalreturns, March 11th, 2010 at 1:15 pm, Comments: 0

  The Risk Assets Index is showing a bit too much enthusiasm.  (TraderFeed) The Russell 2000 has retraced some two-thirds of its bear market move.  (Barron’s) [...]

• Wednesday links: reaching for yield
  abnormalreturns, March 10th, 2010 at 12:51 pm, Comments: 0

  Reaching for yield almost always ends badly.  (Big Picture also FT Alphaville) Ten years later, “It’s tempting, but wrong, to write off the tech mania [...]

• Tuesday links: setups abound
  abnormalreturns, March 9th, 2010 at 12:52 pm, Comments: 0

  Setups abound.  (The Reformed Broker) Is the risk trade back on again?  (The Money Game) Shiller vs. Siegel on market valuation.  (WSJ also Crossing Wall [...]

• Monday links: large cap laggards
  abnormalreturns, March 8th, 2010 at 12:26 pm, Comments: 0

  Happy birthday, bull market!  (Crossing Wall Street) How overbought are the markets here?  (Trade to Learn) The Nasdaq Composite is above pre-Lehman levels.  (Bespoke) Equity [...]

• Sunday links: junk stock jump
  abnormalreturns, March 7th, 2010 at 8:55 am, Comments: 0

  Junk stocks continue to outperform.  (The Reformed Broker also Bespoke, Trader’s Narrative) Just because the VIX is  well below 20 does not mean investors are [...]