Archive for February, 2011

• Thursday links: the search for yield
  abnormalreturns, February 24th, 2011 at 2:51 pm, Comments: 0

  Quote of the day Dinosaur Trader, “It’s rare that you ever walk away from a trade completely happy.”  (The Reformed Broker) Chart of the day [...]

• Thursday look-in: overnight oil
  abnormalreturns, February 24th, 2011 at 6:42 am, Comments: 0

  Good morning and welcome to another edition of our early morning linkfest.  Tell us what you think. Oil prices spike overnight.  (FT Alpahville, Pragmatic Capitalism) [...]

• Wednesday links: asset allocation anxiety
  abnormalreturns, February 23rd, 2011 at 1:02 pm, Comments: 0

  Quote of the day David Merkel, “Good asset allocation marries the time horizon of an investor to the forecasts for future returns, conservatively stated, and [...]

• Wednesday screencast: cyclical struggles
  abnormalreturns, February 23rd, 2011 at 12:29 pm, Comments: 0

  By most accounts the economy is getting better.  Indeed below there is a post with two dozen charts showing this.  However in the last few [...]

• Wednesday look-in: spirals and spreads
  abnormalreturns, February 23rd, 2011 at 6:57 am, Comments: 0

  Good morning and welcome to another edition of our early morning linkfest.  Tell us what you think. Cullen Roche, “The risk of rising oil is [...]

• Tuesday links: cutting corners
  abnormalreturns, February 22nd, 2011 at 1:14 pm, Comments: 0

  Quote of the day The Analyst, “On Wall Street there are no short cuts – you should do your own homework before blindly chasing stocks [...]

• Tuesday screencast: perils of bet sizing
  abnormalreturns, February 22nd, 2011 at 12:23 pm, Comments: 0

  Cocoa futures are 32-year highs based on an export ban in the Ivory Coast.  This should have been a joyous day for fund manager Anthony [...]

• Tuesday look-in: oil escalation
  abnormalreturns, February 22nd, 2011 at 6:53 am, Comments: 0

  Good morning and welcome to another edition of our early morning linkfest.  Tell us what you think. What Gaddafi hath wrought (market-wise):  (FT Alphaville, Big [...]

• Monday links: negative equity
  abnormalreturns, February 21st, 2011 at 11:22 am, Comments: 0

  Quote of the day Robert Sinn, “Have you ever noticed how experienced traders use the words ‘could’ ‘may’ ‘possibly’ etc. on a regular basis?”  (Stock [...]

• Sunday links: long enough?
  abnormalreturns, February 20th, 2011 at 7:11 am, Comments: 0

  Quote of the day Josh Brown, “Everyone is now wishing they were 100% invested in stocks.  I’m not 100% long.  You probably aren’t either.  Sure, [...]