Archive for September, 2010

• Friday links: bear insurance
  abnormalreturns, September 24th, 2010 at 12:39 pm, Comments: 0

  The David Tepper rally.  (Dealbreaker, Pragmatic Capitalism, NetNet, Market Folly) Resistance has become support.  (Stock Rabbi also Trader’s Narrative) Has macro investing killed stock picking?  [...]

• Friday screencast: news, reviews and redemption
  abnormalreturns, September 24th, 2010 at 12:26 pm, Comments: 0

  Often on Wall Street the reaction to the news is more important than the actual news.  The same might be said about the reviews for [...]

• ARTV with Bill Luby
  abnormalreturns, September 24th, 2010 at 12:20 pm, Comments: 0

  Last night we had the chance with long-time blogger Bill Luby on StockTwits TV.  Bill was an early convert to blogging even though the title [...]

• Thursday links: hidden secrets
  abnormalreturns, September 23rd, 2010 at 10:58 am, Comments: 0

  The stock market is on its way to a historically strong September.  (Bespoke) Banking and cyclicals are rolling over.  (Humble Student) Two reasons why individual [...]

• Thursday screencast: direct hedges
  abnormalreturns, September 23rd, 2010 at 10:47 am, Comments: 0

  Sometimes the best hedge is a direct hedge.  Or cash for that matter. The idea of hedging tail risk, e.g. the Black Swan, has driven [...]

• Wednesday links: trader education
  abnormalreturns, September 22nd, 2010 at 12:32 pm, Comments: 0

  Signs the stock market are getting overbought.  (Bespoke) Newsletter writers are still not particularly bullish. (Morningstar also Bespoke) Things the market seems to be certain [...]

• Wednesday screencast: indexing agita
  abnormalreturns, September 22nd, 2010 at 12:31 pm, Comments: 0

  It has taken decades for indexing to become a force in the world of investing.  These days we take for granted that fact that indexing, [...]

• Tuesday links: trust and confidence
  abnormalreturns, September 21st, 2010 at 12:01 pm, Comments: 0

  Risk on – for now.  (Points and Figures, StockRabbi, Floyd Norris) Trust and confidence are absent in this economic environment.  When will they return?  (TheStreet) [...]

• Tuesday screencast: treating trading as a business
  abnormalreturns, September 21st, 2010 at 11:59 am, Comments: 0

  Trading is a business.  It seems a bit like a cliche.  The problem is that many traders, especially small or part-time traders, don’t treat it [...]

• Monday links: brewing breakout
  abnormalreturns, September 20th, 2010 at 11:35 am, Comments: 0

  The S&P 500 breaks out.  (Bespoke, Afraid to Trade) What sectors are leading the rally?  (VIX and More) Junk bond prices up, covenants down.  (WSJ, [...]