The ugliness that was the capital markets in May. (The Capital Spectator)
A simple, one-year look at the S&P 500. (VIX and More)
Where the market stands today, P/E-wise. (Crossing Wall Street)
Hedge funds had a down May. (Bloomberg, TRB)
Signs that the market is oversold. (Quantifiable Edges, Disciplined Approach)
The Coppock Curve is signaling at least a plateau in the current bull market. (Trader’s Narrative)
June’s historical performance. (The Quant Monitor, Big Picture)
Comparing the descent in the Nikkei to the the Nasdaq Composite. (Minyanville)
What should we make of the market’s tendency to reverse itself late in the day? (Marketwatch)
How relative performance measures distorts the investment management industry. (the research puzzle)
How turnover affects your profits and risk. (Mark Minervini)
Whitney Tilson doesn’t think 2010 is a replay of 2008. (Pragmatic Capitalism)
Are hedge funds right to be loading up on bank shares? (DealBook also market folly)
Nasdaq 100 insiders are dumping shares. (Big Picture)
With the plunge in its stock price is BP (BP) now a takeover target? (FT Alphaville also Financial Adviser, Afraid to Trade)
BP loses. Canada wins. (The Money Game)
Price competition comes to the emerging market ETF space. (IndexUniverse)
What is the rush of money out of commodities telling us? (Bloomberg, FT Alphaville, The Money Game, Buttonwood)
The walk-away trend continues. (NYTimes also Kid Dynamite, Big Picture, Felix Salmon)
How prior currency crises have affected the stock market. (Marketwatch)
Money continues to pour into US Treasury securities. (WashingtonPost)
Why the yield on your money market fund may fall even farther. (Jubak Picks)
Stresses in the money market are growing. (FT Alphaville, The Money Game)
“So the bottom line is this: the quantity of money out there isn’t enough to subdue funding costs/risks.” (Prof. Pinch)
Andrew Ross Sorkin, “Raise your hand if you can explain why anyone still believes in credit rating.” (NYTimes)
The Canadian economy in on fire. (Bloomberg)
Canada is the fist of the G-7 countries to raise interest rates. (Bloomberg, Money Supply, Market Blog)
The ISM Manufacturing survey comes in better than expected. (EconomPic Data, Atlantic Business)
The global economy is likely to “take a breather.” (Free exchange)
What austerity hath wrought in Greece. (The Source)
Why Greece truly is different than other sovereign entities. (Infectious Greed)
VCs are going to pay higher taxes. (FT also Slope of Hope)
The extraction of oil is only going to get riskier. (Free exchange)
Putting an estimate on BP clean up costs. (FT also Reuters)
The highway lobby, not oil and gas, drive US transportation policy. (Gregor Macdonald)
Why Apple (AAPL) is ripe for a fall. (The Daily Beast)
What is Apple’s “secret sauce“? (The Source)
Apple is selling a million iPads a month easily outpacing analyst expectations. (GigaOM, Tech Trader Daily, Apple 2.0)
Internet share of ad spending is moving inevitably higher. (A VC)
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