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Archive for January, 2011

  • Thursday links: not without risk
    , January 20th, 2011 at 1:14 pm, Comments: 0

    Quote of the day David Tepper, 2011 will be “harder and not without risk.” (NYPost, TRB, Clusterstock, market folly) Chart of the day Just how [...]

  • Thursday screencast: the inflation genie
    , January 20th, 2011 at 1:00 pm, Comments: 0

    China is much in the news of the late with a state visit to Washington.  However the most interesting news coming out of China has [...]

  • Wednesday links: calm euphoria
    , January 19th, 2011 at 2:07 pm, Comments: 0

    Quote of the day “What would you say is the most important thing you’ve learned about investing and/or trading in 2010?”  (Kirk Report) Chart of [...]

  • A blogging do-loop
    , January 19th, 2011 at 1:07 pm, Comments: 0

    We really are not trying to turn this blog into a “blogging blog” but other bloggers keep moving the discussion forward.*  Despite the rise in [...]

  • Blogging: a means not an end
    , January 18th, 2011 at 3:36 pm, Comments: 0

    We found this juxtaposition of items over the holiday weekend interesting.* Seeking Alpha to begin sharing revenue with bloggers.  (Seeking Alpha also IRWebReport, AllThingsD) Why [...]

  • Tuesday screencast: muni reflexivity
    , January 18th, 2011 at 12:48 pm, Comments: 0

    The situation surrounding the municipal bond market are nothing new to this screencast.  It seems like many are tracing this leg down in muni bond [...]

  • Tuesday links: real rate reversion
    , January 18th, 2011 at 10:36 am, Comments: 0

    Quote of the day Carl Richards, “Investing is about behavior, not skill.”  (Bucks Blog) Chart of the day Check out the volatility in real short-term [...]

  • Apple links: news cluster
    , January 18th, 2011 at 10:12 am, Comments: 0

    There is so much chatter about Apple (AAPL) this morning in light of the news about Steve Jobs and the forthcoming earnings release that we [...]

  • Monday links: conflicting ideas
    , January 17th, 2011 at 2:20 pm, Comments: 0

    Quote of the day Carl E. Walter, “In short, [Chinese] banks are passive entities that absorb all the credit, interest and market risk involved in [...]

  • Sunday links: reverse broking
    , January 16th, 2011 at 7:44 am, Comments: 0

    Quote of the day Felix Salmon, “Munis aren’t as safe, now, as they used to be, and the existence of ETFs is one reason why.”  [...]


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