Archive for April, 2010

• Friday links: complicated things
  abnormalreturns, April 23rd, 2010 at 10:51 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. Companies continue to blow past earnings estimates.  (Bespoke) Small cap [...]

• Mental models and pundit predictions
  abnormalreturns, April 22nd, 2010 at 1:07 pm, Comments: 0

  The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly understood. Indeed [...]

• Thursday links: utility underperformance
  abnormalreturns, April 22nd, 2010 at 11:37 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. “The Utilities SPDR (XLU) is not partaking in the 2010 [...]

• Wednesday links: failure is an option
  abnormalreturns, April 21st, 2010 at 11:51 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. A closer look at EEM:SPY as a risk indicator.  (Quantifiable [...]

• Tuesday links: discount rate mismatch
  abnormalreturns, April 20th, 2010 at 11:51 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. Goldman reports blowout earnings.  (NYTimes, 24/7 Wall St., Crossing Wall [...]

• Monday links: selected fraud
  abnormalreturns, April 19th, 2010 at 11:36 am, Comments: 0

  If you would like to receive our links in real-time please follow us at @ARupdates. The SEC is back on the beat.  (NYTimes) Who’s next [...]

• Sunday links: squid-free edition
  abnormalreturns, April 18th, 2010 at 5:57 am, Comments: 0

  We have updated our all-Goldman Sachs (GS) linkfest to include all the latest links.  Feel free to check it out.   (Abnormal Returns) Ways to [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, April 16th, 2010 at 8:51 pm, Comments: 0

  The top clicks this week are dominated by Goldman Sachs-related links.  To see more check out this special all-Goldman Saturday linkfest.  Here are the Abnormal [...]

• Saturday links: vampire squid edition
  abnormalreturns, April 16th, 2010 at 8:24 pm, Comments: 0

  This is a special Saturday weekend edition of the linkfest concerning the SEC case against Goldman Sachs. The final update to this post as of [...]

• Lifecycle investing on steroids
  abnormalreturns, April 16th, 2010 at 3:02 pm, Comments: 0

  Yesterday we noted that the buy-and-hold crowd was back.  With the bear market fading in our memories and calls for a fundamental revision of target [...]