Archive for May, 2010

• Sunday links: Euro sentiment
  abnormalreturns, May 9th, 2010 at 6:01 am, Comments: 0

  Everyone hates the Euro.  (MarketBeat) The dollar’s impact on stocks.  (Bespoke) VIX volatility is sky high.  (VIX and More, Barron’s) All in all a good [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, May 7th, 2010 at 8:10 pm, Comments: 0

  Here are the items readers clicked most frequently on both Abnormal Returns Now and Abnormal Returns Classic for the week ended Friday, May 6th.  Where applicable [...]

• Friday links: fragile liquidity
  abnormalreturns, May 7th, 2010 at 11:19 am, Comments: 0

  We published an early edition of the linkfest this morning focused on yesterday’s “flash crash.”  (Abnormal Returns) Bullish adviser sentiment is on the wane.  (Marketwatch) [...]

• Friday links: flash crash edition
  abnormalreturns, May 7th, 2010 at 8:30 am, Comments: 0

  This is an early edition of the linkfest focused on yesterday’s “flash crash.”  We will back later today with a more nuanced linkfest.  In addition, [...]

• Thursday links: delayed gratification
  abnormalreturns, May 6th, 2010 at 11:57 am, Comments: 0

  Are we oversold yet?  (Trade to learn also Pretend To Be Yourself, Bespoke) Where does this pullback rank in terms of the current bull market?  [...]

• Uncertainty vs. Risk
  abnormalreturns, May 5th, 2010 at 3:00 pm, Comments: 0

  We thought we had left the topic of time diversification behind in our post:  Lifecycle investing on steroids.  The experience of the past decade should [...]

• Wednesday links: Buffett bubble
  abnormalreturns, May 5th, 2010 at 11:31 am, Comments: 0

  Is the long awaited correction here?  (Pragmatic Capitalism, Trader’s Narrative, Jubak Picks, Big Picture) Higher volatility means higher credit spreads.  (Bond Squawk, WSJ also Daily [...]

• Tuesday links: the return of volatility
  abnormalreturns, May 4th, 2010 at 11:44 am, Comments: 0

  The return of volatility.  (Bespoke, SurlyTrader) Hedge funds have ratcheted down their market exposure(s).  (All About Alpha) A profitable twist on “Sell in May.”  (EconomPic [...]

• Monday links: social license
  abnormalreturns, May 3rd, 2010 at 12:01 pm, Comments: 0

  REITs continue to lead the global capital markets rally.  (The Capital Spectator) Hedge funds are super short 10 year US treasury bonds.  (market folly) The [...]

• Sunday links: age of the trader
  abnormalreturns, May 2nd, 2010 at 10:34 am, Comments: 0

  Small-cap stocks have been crushing large caps for the better part of decade.  Is the trend bound to reverse?  (WSJ) Equity market sentiment at week-end.  [...]