Archive for July, 2010

• Monday links: better burgers
  abnormalreturns, July 12th, 2010 at 12:23 pm, Comments: 0

  Corporate America’s big “pile of cash” is not the source of our economic problems.  (Big Picture, ibid) Have individual investors stopped buying the dip?  (WSJ, [...]

• Sunday links: malinvestment musings
  abnormalreturns, July 11th, 2010 at 6:28 am, Comments: 0

  Talk about Dow 1,000 is silly, if not mathematically impossible.  (WSJ also Marketplace) 2010:  the year every one is right about the market.  (The Reformed [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, July 9th, 2010 at 7:30 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: soda wars revisited
  abnormalreturns, July 9th, 2010 at 12:08 pm, Comments: 0

  28% of S&P 500 stocks currently trade above their 50 day moving averages.  (Bespoke) What to make of growing bearish sentiment?  (Charles Rotblut , Pragmatic [...]

• Abnormal Returns: screencasts of the week
  abnormalreturns, July 9th, 2010 at 11:09 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 [...]

• Abnormal Returns TV on financial reform
  abnormalreturns, July 8th, 2010 at 8:29 pm, Comments: 0

  On tonight’s episode of Abnormal Returns TV we talked with blogger and Roosevelt Institute fellow Mike Konczal.  With the financial reform bill working its way [...]

• Thursday links: dazed and confused
  abnormalreturns, July 8th, 2010 at 12:17 pm, Comments: 0

  Hedge funds are dazed and confused.  (Bloomberg also market folly) John Paulson had a rough June.  (Bloomberg also The Money Game) Earnings season is coming.  [...]

• Time horizons and market correlations
  abnormalreturns, July 7th, 2010 at 3:00 pm, Comments: 0

  Given our interest in the potential for a “forthcoming golden age of stock picking” we wanted to highlight a couple of posts that highlight the [...]

• Wednesday links: thinking the unthinkable
  abnormalreturns, July 7th, 2010 at 12:32 pm, Comments: 0

  Doug Kass, “Fear is back.”  (TheStreet, Tech Ticker contra Trader’s Narrative) Gold and the US dollar have been trading together of late.  (Bespoke) Don’t buy [...]

• Tuesday links: bubbling bonds
  abnormalreturns, July 6th, 2010 at 12:10 pm, Comments: 0

  Record low yields for the 2 year note.  (VIX and More) Bonds are not in bubble territory.  (BondSquawk also Capital Spectator) The Treasury market rally [...]