Archive for July, 2010

• Top clicks this week on Abnormal Returns
  abnormalreturns, July 30th, 2010 at 7:18 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: emerging dividends
  abnormalreturns, July 30th, 2010 at 11:18 am, Comments: 0

  Emerging market bonds had a good July.  (BusinessWeek) Emerging markets are catching up on yet another measure:  dividends.  (WSJ) Not every Western consumer products company [...]

• ARTV on the state of the financial world
  abnormalreturns, July 30th, 2010 at 10:54 am, Comments: 0

  Last night we did a solo show focusing on our ideas about what has been happening in the economy and market post-crisis.  We focused specifically [...]

• Abnormal Returns: screencasts of the week
  abnormalreturns, July 30th, 2010 at 10:54 am, Comments: 0

  We hope you are enjoying our ongoing series of screencasts.  The Screenr functionality at Chart.ly is well worth a look for anyone looking to illustrate [...]

• Thursday links: crosscurrents aplenty
  abnormalreturns, July 29th, 2010 at 11:35 am, Comments: 0

  A look at the range-bound S&P 500.  (VIX and More also Bloomberg) Doug Kass, the market is facing “crosscurrents aplenty.”  (TheStreet) Bruce Berkowitz likes Morgan [...]

• Wednesday links: trading wipeouts
  abnormalreturns, July 28th, 2010 at 12:15 pm, Comments: 0

  Companies are raising dividends, but continue to hold big slugs of cash.  (Crossing Wall Street, ibid) No matter how you look at it earnings surprises [...]

• Tuesday links: breadth rebound
  abnormalreturns, July 27th, 2010 at 11:52 am, Comments: 0

  How closely is the market paying attention to rising earnings estimates?  (Crossing Wall Street, Horan Capital) The breadth rebound is pushing towards overbought levels.  (Bespoke) [...]

• Corporate America and the correlation conundrum
  abnormalreturns, July 26th, 2010 at 2:57 pm, Comments: 0

  Did the financial crisis, and the subsequent economic recession, make us forget the underlying changes in the nature of corporate America’s earnings? We started answering [...]

• Monday links: house of mirrors
  abnormalreturns, July 26th, 2010 at 11:28 am, Comments: 0

  Institutions are bullish while individuals stay bearish.  (Bloomberg, The Technical Take) Are equities overvalued? (Pragmatic Capitalism, ibid) If Fedex (FDX) is raising estimates can the [...]

• Sunday links: unconventional bullets
  abnormalreturns, July 25th, 2010 at 5:54 am, Comments: 0

  Comparing this market recovery to 15 others.  (dshort) Equity sentiment at week-end.  (Trader’s Narrative) Total market cap now exceeds GDP.  (Big Picture) Ten stock market [...]