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Archive for December, 2010

  • Fund marketers and defunct economists
    , December 21st, 2010 at 9:28 am, Comments: 0

    There is an old saw on Wall Street that mutual funds are sold, not bought.  Now read this quote by Keynes and substitute ‘fund marketer’ [...]

  • Monday links: Listomania
    , December 20th, 2010 at 1:08 pm, Comments: 0

    Quote of the day Gary Becker, “As bad as their present fiscal situation is, the long-term picture for state and local government finance is even [...]

  • Monday screencast: Netflix as battleground
    , December 20th, 2010 at 12:07 pm, Comments: 0

    Netflix has not been a stranger to this series of screencasts.  Netflix in 2010 has been the epitome of a momentum stock.  Given its strong [...]

  • Sunday links: actively seeking share
    , December 19th, 2010 at 6:58 am, Comments: 0

    Quote of the day Michael Santoli, “The stock market capitalizes not the absolute level of strength in the domestic economy, nor the mood of the [...]

  • Top clicks this week on Abnormal Returns
    , December 19th, 2010 at 6:00 am, Comments: 0

    Thanks for checking in with us this weekend.  Here are the items our readers clicked most frequently on  Abnormal Returns for the week ended Saturday, [...]

  • Saturday links: blind love
    , December 18th, 2010 at 6:29 am, Comments: 0

    Thanks for checking out another edition in our ongoing experiment in long form curation. As always we welcome your feedback. “(B)lind love is no basis [...]

  • Friday links: a big red flying flag
    , December 17th, 2010 at 1:09 pm, Comments: 0

    Quote of the day Josh Brown, “The Bond King hates bonds.  What more do you need to hear?”  (The Reformed Broker) Chart of the day [...]

  • Howard Marks on the credit cycle
    , December 17th, 2010 at 7:07 am, Comments: 0

    We recently came across the latest investor letter from Howard Marks of Oaktree Capital Management.*  Marks is a high profile hedge fund manager focusing on [...]

  • Thursday links: carrying gold
    , December 16th, 2010 at 11:30 am, Comments: 0

    Quote of the day Naomi Powell, “Simply put, oil drives Norway’s economy and China drives the price of oil.”  (Globe and Mail) Chart of the [...]

  • Wednesday links: out of office
    , December 15th, 2010 at 11:10 am, Comments: 0

    Sorry for the inconvenience, but there will be no regular linkfest (or screencast) today.  In the meantime check out some of the other regular linkfests [...]


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