Archive for June, 2010

• Wednesday links: profit airpockets
  abnormalreturns, June 23rd, 2010 at 12:11 pm, Comments: 0

  A preview of Q2 earnings.  (MarketBeat) A bid still remains under the Treasury market.  (FT Alphaville, Bespoke) Hedge funds are covering their Euro shorts.  (market [...]

• Tuesday links: liquidating lumber
  abnormalreturns, June 22nd, 2010 at 12:08 pm, Comments: 0

  Country “PEG” ratios.  (Bespoke also dshort) Is the market already overbought?  (Trader’s Narrative) Eight ways Doug Kass has adapted to this market.  (TheStreet) Are you [...]

• Incompetence, uncertainty and risk
  abnormalreturns, June 21st, 2010 at 1:26 pm, Comments: 0

  Aaron Pressman at Reuters had a piece last week that looked at how to a man the analysts covering BP (BP) in the aftermath of [...]

• Monday links: renminbi redux
  abnormalreturns, June 21st, 2010 at 12:14 pm, Comments: 0

  Where has all the volume gone?  (Trader’s Narrative) A long term look at the CAPE.  (EconomPic Data) What does the market typically do around July [...]

• Sunday links: pension problems
  abnormalreturns, June 20th, 2010 at 10:00 am, Comments: 0

  Doug Kass fears a continued contraction in P/E multiples.  (TheStreet) Equity market sentiment at week-end. (Trader’s Narrative also Attitrade) A look at market breadth by [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, June 18th, 2010 at 3:28 pm, Comments: 0

  Thanks for checking in with us this weekend.  Here are the items our readers clicked most frequently on Abnormal Returns Now and Abnormal Returns Classic [...]

• Negative carry and investment flexibility
  abnormalreturns, June 18th, 2010 at 3:25 pm, Comments: 0

  In an earlier post we talked about the advantages (and disadvantages) of being an individual investor versus an institutional investor.  One way in which the [...]

• Friday links: economic cross talk
  abnormalreturns, June 18th, 2010 at 11:23 am, Comments: 0

  How HFT machines have fundamentally changed the way markets operate.  (The Atlantic via Clusterstock) “It’s difficult to see what news might kick off a big [...]

• Abnormal Returns: screencasts of the week
  abnormalreturns, June 18th, 2010 at 10:34 am, Comments: 0

  We have been experimenting with a new screencasting feature here at Abnormal Returns.  The Screenr function at Chart.ly allows anyone to record and upload a [...]

• Individuals vs. Institutions
  abnormalreturns, June 17th, 2010 at 1:34 pm, Comments: 0

  Investing (and trading) is one the few in modern life where amateurs (individuals) can compete directly with professionals (institutions).*  One can argue that the playing [...]