Archive for January, 2011

• Thursday links: ingenuity and renewal
  abnormalreturns, January 27th, 2011 at 1:29 pm, Comments: 0

  Quote of the day Bethany McLean, “If you took BankUnited’s rebirth to be a parable about the private market’s ingenuity and its capacity for renewal [...]

• Thursday screencast: consensus asset allocations
  abnormalreturns, January 27th, 2011 at 1:06 pm, Comments: 0

  Times have been tough of late for advocates of asset allocation.  Highly correlated markets have made the process seem superfluous to many.  Target date mutual [...]

• Thursday look-in: junk financials
  abnormalreturns, January 27th, 2011 at 7:03 am, Comments: 0

  This is the first week of what we plan to be daily (weekday only) early morning linkfests.  It is essentially a “live look-in” at the [...]

• Hedge fund herding and the decline in US listings
  abnormalreturns, January 26th, 2011 at 3:11 pm, Comments: 0

  Is the increasing incidence of hedge fund herding a result of the decline in US stock exchange listings?  Or stated another way are hedge funds [...]

• Wednesday links: adverse material changes
  abnormalreturns, January 26th, 2011 at 1:18 pm, Comments: 0

  Quote of the day Aswath Damodaran, “A stock buyback is not a magic bullet.”  (Musings on Markets) Chart of the day Americans are shifting from [...]

• Wednesday screencast: revenue bond rebound
  abnormalreturns, January 26th, 2011 at 12:44 pm, Comments: 0

  Since we are on a bit of a streak on the topic of market reflexivity and the muni bonds let’s stay on the topic.  Apparently [...]

• Bond ETFs are not bonds
  abnormalreturns, January 26th, 2011 at 11:16 am, Comments: 0

  Bond ETFs, and by extension open-end bond mutual funds, are not bonds.  It seems like an obvious thing to say, but in many cases analysts [...]

• Wednesday look-in: IPO demand
  abnormalreturns, January 26th, 2011 at 7:05 am, Comments: 0

  This is the first week of what we plan to be daily (weekday only) early morning linkfests.  It is essentially a “live look-in” at the [...]

• Tuesday links: massive uncertainty
  abnormalreturns, January 25th, 2011 at 11:18 am, Comments: 0

  Quote of the day Joe Weisenthal, “Not only would it be impossible for state bankruptcies to be clean, they’d inject a massive amount of uncertainty [...]

• Tuesday look-in: early earnings
  abnormalreturns, January 25th, 2011 at 7:04 am, Comments: 0

  This is the first week of what we plan to be daily (weekday only) early morning linkfests.  It is essentially a “live look-in” at the [...]