Archive for August, 2010

• Thursday links: basic economics
  abnormalreturns, August 26th, 2010 at 12:35 pm, Comments: 0

  Eddy Elfenbein, “Basic economics tells us that profits can only go so far without sales growth — sales growth has been dismal. “  (Crossing Wall [...]

• Thursday screencast: ETFs as a real option
  abnormalreturns, August 26th, 2010 at 12:35 pm, Comments: 0

  When it comes to developments in ETFs it is always important to keep in mind one thing.  ETFs are a business.  A big (and growing) [...]

• Revisiting the MLP meme
  abnormalreturns, August 25th, 2010 at 3:40 pm, Comments: 0

  A few weeks ago we noted that the “crowd had discovered MLPs.”  By that we meant that a cluster of fund launches in and around [...]

• Wednesday links: consol time
  abnormalreturns, August 25th, 2010 at 8:27 am, Comments: 0

  This is an early edition of the linkfest.  Check out Abnormal Returns Now for all the latest links. Sentiment is getting pretty bearish out there.  [...]

• Sampling, deliberate practice and trading success
  abnormalreturns, August 24th, 2010 at 3:09 pm, Comments: 0

  “The 10,000 hour rule has become cliche” according to Jonah Lehrer. That is, the notion popularized by books like Outliers by Malcolm Gladwell, that to [...]

• Tuesday links: lottery ticket letdown
  abnormalreturns, August 24th, 2010 at 12:09 pm, Comments: 0

  The S&P 500 is once again oversold.  (Bespoke) Microcap stocks are getting the worst of it of late.  (Money & Co.) The creator of the [...]

• Tuesday screencast: home price perturbation
  abnormalreturns, August 24th, 2010 at 11:40 am, Comments: 0

  Today’s report on existing home sales was a market mover to say the least.  The reduced volume in sales is an indication that at current [...]

• Monday links: Fed modeling
  abnormalreturns, August 23rd, 2010 at 12:20 pm, Comments: 0

  Just say no to bonds.  (Ultimi Barbarorum also Economist) Bond volatility continues to contract.  (Minyanville) Whenever the Treasury market moves so far, so fast it [...]

• Monday screencast: how long low yields?
  abnormalreturns, August 23rd, 2010 at 12:20 pm, Comments: 0

  There is a great deal of talk lately about whether we are in a bond bubble or not.  The first argument for low bond yields [...]

• Sunday links: starting early
  abnormalreturns, August 22nd, 2010 at 6:24 am, Comments: 0

  Tail risk hedging strategies are all the rage.  (WSJ also The Reformed Broker) Money continues to flow out of equity mutual funds.  (Money Game, Fundmastery [...]