Archive for July, 2010

• Top clicks this week on Abnormal Returns
  abnormalreturns, July 23rd, 2010 at 3:50 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 [...]

• Tail risks, de-risking and the allure of cash
  abnormalreturns, July 23rd, 2010 at 2:21 pm, Comments: 0

  The idea of tail risk and investor’s desire to hedge it has been floating around the blogosphere for a couple of weeks now.  Felix Salmon [...]

• Friday links: infrastructure matters
  abnormalreturns, July 23rd, 2010 at 11:43 am, Comments: 0

  17 reasons to be bullish from David Rosenberg?!?  (FT Alphaville) Market timers are not that impressed with the current rally.  (Marketwatch also Bespoke) UPS (UPS) [...]

• Abnormal Returns: screencasts of the week
  abnormalreturns, July 23rd, 2010 at 11:42 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 [...]

• ARTV talks with Felix Salmon
  abnormalreturns, July 23rd, 2010 at 11:38 am, Comments: 0

  Apologies in advance for the video quality of the below broadcast.  That being said we enjoyed our discussion yesterday with Reuters uber-blogger Felix Salmon on [...]

• Thursday links: robot fingers
  abnormalreturns, July 22nd, 2010 at 11:25 am, Comments: 0

  Is China’s market overbought or oversold?  (beyondbrics, The Money Game) 3M (MMM), Caterpillar (CAT) and UPS (UPS) all beat earnings estimates.  (MarketBeat, ibid, ibid) Stocks [...]

• Wednesday links: listening to ego
  abnormalreturns, July 21st, 2010 at 11:56 am, Comments: 0

  Is some one liquidating GLD?  (FT Alphaville, ibid) Where have all the value investors gone? (Minyanville) Do energy stocks deserve a separate portfolio allocation?  (SSRN) [...]

• Stocktwits strangers
  abnormalreturns, July 20th, 2010 at 1:58 pm, Comments: 0

  Jonah Lehrer at The Frontal Cortex has an interesting post up talking about the value of following strangers on Twitter.  He notes how we all [...]

• Tuesday links: top-line worries
  abnormalreturns, July 20th, 2010 at 12:04 pm, Comments: 0

  Checking in on asset class performance at mid-month.  (Capital Spectator) The market is having a hard time getting out of its own way, breadth-wise.  (Trader’s [...]

• Monday links: dead money market
  abnormalreturns, July 19th, 2010 at 11:58 am, Comments: 0

  According to GMO high quality stocks and emerging market stocks are two pockets of opportunity.  (The Money Game also BusinessWeek, Minyanville, AR Screencast) Should investors [...]