Archive for June, 2010

• Thursday links: macro assumptions
  abnormalreturns, June 17th, 2010 at 12:11 pm, Comments: 0

  Is the correction over?  (Bespoke) In search of the elusive trading range.  (VIX and More) Emerging markets as the engines of global growth.  (Trader’s Narrative) [...]

• Wednesday links: simple trading advice
  abnormalreturns, June 16th, 2010 at 11:55 am, Comments: 0

  On the inherent shortcomings of market-cap weighted indices.  (WSJ) The battle between fundamentals and technicals.  (Trader’s Narrative) Global macro hedge funds are net short equities.  [...]

• Tuesday links: curation is king
  abnormalreturns, June 15th, 2010 at 11:53 am, Comments: 0

  Keeping an eye on some recent market leaders.  (Barron’s) A look at market valuations.  (MarketBeat) The put-call ratio is poised to provide a market signal.  [...]

• Monday links: coffee talk
  abnormalreturns, June 14th, 2010 at 12:21 pm, Comments: 0

  Why this market correction shocked people:  the speed.  (WSJ) “Mood and sentiment.  They drive so many of our actions and reactions, but I don’t think [...]

• Sunday links: hope and fear
  abnormalreturns, June 13th, 2010 at 6:21 am, Comments: 0

  Companies flush with cash are buying back shares.  (Marketwatch) What Dow 1,000 tells us about Dow 10,000.  (WSJ) What the misreading of a popular economic [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, June 11th, 2010 at 3:47 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 [...]

• Friday links: King Coal
  abnormalreturns, June 11th, 2010 at 12:20 pm, Comments: 0

  The all-or-nothing market.  (Bespoke) Reviewing the perma-bears.  (BusinessWeek via Big Picture, Crossing Wall Street) What is the Q-ratio telling us about market valuations?  (dshort) US [...]

• Thursday links: betting and investing
  abnormalreturns, June 10th, 2010 at 12:08 pm, Comments: 0

  Investment advisers are getting increasingly bearish.  (Bespoke) Individuals are becoming less interested in “buying on the dip.”  (Big Picture) How should we read extreme TRIN [...]

• The ETF-ization of everything
  abnormalreturns, June 9th, 2010 at 2:22 pm, Comments: 0

  “Once you measure something, it changes.”  – a variation on Goodhart’s law (see also Cory Doctorow) This point is illustrated nicely in a post today [...]

• Wednesday links: levels on levels
  abnormalreturns, June 9th, 2010 at 12:10 pm, Comments: 0

  Recent global stock market performance.  (Bespoke) The TRIN Index is at a bearish extreme.  (Bespoke also Investing With Options) What the Ultimate Stock Pickers are [...]