Archive for November, 2010

• Friday screencast: a perfect storm
  abnormalreturns, November 19th, 2010 at 1:03 pm, Comments: 0

  The muni bond market seemed to face a perfect storm this week.  A back-up in Treasury yields, a slew of new issuance, withdrawals from muni [...]

• ARTV with Charles Kirk
  abnormalreturns, November 19th, 2010 at 1:02 pm, Comments: 0

  We recently had the pleasure of speaking with long time blogger and trader Charles Kirk (@thekirkreport) on StockTwits TV.  We talked what he has learned [...]

• Thursday links: volatile sentiment
  abnormalreturns, November 18th, 2010 at 1:58 pm, Comments: 0

  Quote of the day Roger Ehrenberg, “An idea is simply that: an idea. It isn’t a company.”  (Information Arbitrage) Chart of the day A big [...]

• Thursday screencast: buy-and-hold booster
  abnormalreturns, November 18th, 2010 at 1:42 pm, Comments: 0

  Since the height of the financial crisis the buy-and-hold crowd has been on the defensive.  Now Burton Malkiel, author of A Random Walk Down Wall [...]

• Wednesday links: the investment battle
  abnormalreturns, November 17th, 2010 at 1:51 pm, Comments: 0

  Quote of the day David Merkel, “Investing is a battle between the past, present, and future.”  (Aleph Blog) Chart of the day Another sentiment indicator [...]

• Wednesday screencast: fuzzy data
  abnormalreturns, November 17th, 2010 at 1:17 pm, Comments: 0

  There is no shortage of interest these days in what the biggest investors, mostly hedge funds, are up to.  Tracking their moves has become a [...]

• Tuesday links: muni madness
  abnormalreturns, November 16th, 2010 at 2:50 pm, Comments: 0

  Quote of the day Dan Seymour, “Many municipal ETFs now trade at significant discounts to the value of the bonds they hold. “  (Bond Buyer) [...]

• Tuesday screencast: economic optimism
  abnormalreturns, November 16th, 2010 at 1:59 pm, Comments: 0

  Markets are firmly in the red today.  There are many potential reasons including doubts about QE2, Ireland, etc.  However over the past few months the [...]

• Monday links: the perils of scale
  abnormalreturns, November 15th, 2010 at 1:48 pm, Comments: 0

  Quote of the day Roger Ehrenberg, “The perils of scale represents the single biggest threat to Google’s success now and in the future.”  (Information Arbitrage, [...]

• Monday screencast: start-up economics
  abnormalreturns, November 15th, 2010 at 1:37 pm, Comments: 0

  In the past couple of weeks we have noted how what happens in the start-up world can affect what is going on with publicly traded [...]