Archive for August, 2010

• Tuesday screencast: capital cost conundrum
  abnormalreturns, August 17th, 2010 at 1:21 pm, Comments: 0

  In an earlier screencast we discussed the nature of the equity risk premium.  In today’s screencast we look at how CFOs estimate the equity risk [...]

• Monday links: executing the strategy
  abnormalreturns, August 16th, 2010 at 11:45 am, Comments: 0

  Volatility and the “drive-by market.”  (Bespoke) On the signs of a bond bubble.  (Deal Journal also EconomPic Data) Why market participants are fascinating with phenomena [...]

• Monday screencast: China climbing the charts
  abnormalreturns, August 16th, 2010 at 10:47 am, Comments: 0

  We are not exactly breaking news in today’s screencast when we tell you about the rise of the Chinese economy.  However rankings do matter when [...]

• Sunday links: cut the noise
  abnormalreturns, August 15th, 2010 at 6:31 am, Comments: 0

  What do negative TIPS yields tell us about the economy?  (BondSquawk, FT Alphaville, Felix Salmon, Fundmastery Blog) Bond investors had better be happy with their [...]

• Top clicks this week on Abnormal Returns
  abnormalreturns, August 13th, 2010 at 3:39 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: the lunatic casino
  abnormalreturns, August 13th, 2010 at 10:54 am, Comments: 0

  “In short, the negative TIPS yield is a rational reaction to the lunatic casino that has infested essentially every market in the world.”  (self-evident) Some [...]

• Friday screencast: fun with relative yields
  abnormalreturns, August 13th, 2010 at 10:47 am, Comments: 0

  Yesterday we talked in our screencast about the debate surrounding the existence (or not) of the equity risk premium.  In today’s screencast we came across [...]

• ARTV with Carl Richards
  abnormalreturns, August 13th, 2010 at 8:59 am, Comments: 0

  Last night on StockTwits TV we had the pleasure of speaking with Carl Richards (@behaviorgap), financial planner, blogger and inveterate sketcher.  We discussed the phenomenon [...]

• Thursday links: zero bounds
  abnormalreturns, August 12th, 2010 at 11:39 am, Comments: 0

  What does it mean when five year TIPS rates hit zero?  (Crossing Wall Street, Felix Salmon) Want less risk? Hold more cash.  (World Beta) Why [...]

• Thursday screencast: ERP problems
  abnormalreturns, August 12th, 2010 at 11:35 am, Comments: 0

  In today’s screencast we take on the topic of the equity risk premium.  There has a great deal of chatter of late about the demise [...]